Fomento Económico Mexicano
FMX
308 hedge funds and large institutions have $7.63B invested in Fomento Económico Mexicano in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 109 increasing their positions, 107 reducing their positions, and 26 closing their positions.
385% more call options, than puts
Call options by funds: $77.9M | Put options by funds: $16.1M
58% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 26
6% more funds holding in top 10
Funds holding in top 10: 18 → 19 (+1)
5% more funds holding
Funds holding: 293 → 308 (+15)
2% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 107
0.09% less ownership
Funds ownership: 3.32% → 3.24% (-0.09%)
4% less capital invested
Capital invested by funds: $7.95B → $7.63B (-$323M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$150M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$70.1M |
| 3 |
AI
Axiom Investors
Greenwich,
Connecticut
|
+$40M |
| 4 |
SC
Samlyn Capital
New York
|
+$33M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$31.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$190M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$116M |
| 3 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$89.8M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$50.4M |
| 5 |
BlackRock
New York
|
-$46.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
326
Sompo Asset Management
Tokyo,
Japan
| – | -$215K | -1,940 | Closed |
|
327
Kovitz Investment Group Partners
Chicago,
Illinois
| – | -$208K | -1,880 | Closed |
|
328
New York State Common Retirement Fund
Albany,
New York
| – | -$205K | -1,853 | Closed |
|
|
CS
329
Comerica Securities
Detroit,
Michigan
| – | -$201K | -1,812 | Closed |
|
|
CA
330
Claro Advisors
Boston,
Massachusetts
| – | -$201K | -1,809 | Closed |
|
|
AIM
331
Anchor Investment Management
Columbia,
South Carolina
| – | -$22.2K | -200 | Closed |
|
|
IPW
332
Impact Partnership Wealth
Marietta,
Georgia
| – | -$2.22K | -20 | Closed |
|
|
VWM
333
Venturi Wealth Management
Austin,
Texas
| – | -$1.77K | -16 | Closed |
|
FMX Hedge Fund Activity: Q3 2023 in Review
308 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2023, worth a combined $7.63B — down 4.1% from $7.95B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new FMX positions and 26 closed out — a net gain of 15 holders — while 109 added to existing stakes and 107 trimmed.
The largest buyer was Baillie Gifford & Co, adding an estimated $150M. The largest seller was Schroder Investment Management Group, cutting an estimated $190M.
- 308 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2023, up from 293 in Q2 2023.
- Funds reported $7.63B of Fomento Económico Mexicano stock for Q3 2023, down 4.1% quarter-over-quarter.
- 41 funds opened new Fomento Económico Mexicano positions in Q3 2023 and 26 closed out, a net change of +15 holders.
- The largest Fomento Económico Mexicano buyer in Q3 2023 was Baillie Gifford & Co, an estimated $150M added.
- The largest Fomento Económico Mexicano seller in Q3 2023 was Schroder Investment Management Group, an estimated $190M sold.
Based on aggregated 13F filings for Q3 2023.