We are live on ! Find out more
FMX icon

Fomento Económico Mexicano

329 hedge funds and large institutions have $8.71B invested in Fomento Económico Mexicano in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 133 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $361M | Put options by funds: $231M

0.2% less ownership

Funds ownership: 3.32%3.12% (-0.2%)

6% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 36

1% less funds holding

Funds holding: 333329 (-4)

7% less capital invested

Capital invested by funds: $9.33B → $8.71B (-$620M)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

14% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 133

Holders
329
Holders Change
-4
Holders Change %
-1.2%
% of All Funds
4.74%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
34
Increased
114
Reduced
133
Closed
36
Calls
$361M
Puts
$231M
Net Calls
+$130M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
301
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K
Bessemer Group
302
Bessemer Group
New Jersey
$18K +$18K +138 New
FCA
303
FinTrust Capital Advisors
South Carolina
$16.9K -$3.92K -30 -19%
HNB
304
Huntington National Bank
Ohio
$16.5K +$10.6K +81 +176%
WTA
305
Washington Trust Advisors
Massachusetts
$15.5K
FP
306
Financial Perspectives
Minnesota
$13K
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$12.5K +$3.92K +30 +45%
ST
308
Smithfield Trust
Pennsylvania
$12K +$1.57K +12 +15%
JGIA
309
Jackson Grant Investment Advisers
Connecticut
$10.6K
GI
310
GAMMA Investing
California
$9.64K +$3.53K +27 +57%
AT
311
Arlington Trust
Alabama
$9.38K
FFA
312
Frazier Financial Advisors
Ohio
$8.86K +$7.05K +54 +386%
JWA
313
JFS Wealth Advisors
Pennsylvania
$8.47K -$7.05K -54 -45%
RFG
314
RFP Financial Group
Georgia
$8.08K
BFEC
315
Benjamin F. Edwards & Company
Missouri
$6K
MIM
316
Macroview Investment Management
Maryland
$5.21K +$5.22K +40 New
OP
317
ORG Partners
Indiana
$5.18K +$5.22K +40 New
AAP
318
Arax Advisory Partners
Colorado
$4.51K
RS
319
Rakuten Securities
Japan
$4.43K +$4.44K +34 New
AssetMark Inc
320
AssetMark Inc
California
$3.26K -$3.79K -29 -54%
SS
321
Sunbelt Securities
Texas
$3K
HCP
322
Hexagon Capital Partners
Arkansas
$2.35K
FGAM
323
Financial Gravity Asset Management
Texas
$1.89K -$522 -4 -22%
SWS
324
SYSTM Wealth Solutions
Illinois
$1.17K +$1.18K +9 New
AWM
325
Abound Wealth Management
Tennessee
$1.04K

FMX Hedge Fund Activity: Q1 2024 in Review

329 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q1 2024, worth a combined $8.71B — down 6.6% from $9.33B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of FMX and 34 opened new positions — a net loss of 2 holders — while 133 trimmed existing stakes and 114 added.

The largest buyer was Citigroup, adding an estimated $210M. The largest seller was Harding Loevner, cutting an estimated $302M.

  • 329 institutional investors held Fomento Económico Mexicano (FMX) as of Q1 2024, down from 333 in Q4 2023.
  • Funds reported $8.71B of Fomento Económico Mexicano stock for Q1 2024, down 6.6% quarter-over-quarter.
  • 34 funds opened new Fomento Económico Mexicano positions in Q1 2024 and 36 closed out, a net change of -2 holders.
  • The largest Fomento Económico Mexicano buyer in Q1 2024 was Citigroup, an estimated $210M added.
  • The largest Fomento Económico Mexicano seller in Q1 2024 was Harding Loevner, an estimated $302M sold.

Based on aggregated 13F filings for Q1 2024.