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Fomento Económico Mexicano

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.

New
Increased
Maintained
Reduced
Closed

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: 1819 (+1)

5% more funds holding

Funds holding: 293308 (+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)

Holders
308
Holders Change
+15
Holders Change %
+5.12%
% of All Funds
4.89%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.3%
New
41
Increased
109
Reduced
107
Closed
26
Calls
$77.9M
Puts
$16.1M
Net Calls
+$61.9M
Net Calls Change
+$63M
Name Holding Trade Value Shares
Change
Change in
Stake
LFDLE
26
La Financiere de L'Echiquier
France
$68.7M +$11.7M +105,037 +20%
BlackRock
27
BlackRock
New York
$68.4M -$46.6M -419,536 -40%
SHCM
28
Sachem Head Capital Management
New York
$67.7M -$20.4M -183,700 -23%
EC
29
Eminence Capital
New York
$66.7M -$12.8M -115,218 -16%
Assenagon Asset Management
30
Assenagon Asset Management
Luxembourg
$66.7M +$11.5M +103,620 +20%
Bank of America
31
Bank of America
North Carolina
$61.8M +$6.09M +54,906 +11%
Amundi
32
Amundi
France
$57.9M +$2.55M +22,999 +4%
DCM
33
Driehaus Capital Management
Illinois
$56.9M +$10.1M +90,897 +21%
PL
34
Perpetual Ltd
Australia
$56.2M +$56.9K +513 +0.1%
II
35
INCA Investments
Florida
$43.6M -$2.23M -20,077 -5%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$43M +$17.4M +156,421 +66%
SO
37
STRS Ohio
Ohio
$42.7M
Victory Capital Management
38
Victory Capital Management
Texas
$41.3M -$950K -8,555 -2%
Northern Trust
39
Northern Trust
Illinois
$34.7M -$3.18M -28,655 -8%
SC
40
Samlyn Capital
New York
$32.4M +$33M +297,019 New
LOM
41
LTS One Management
New York
$31.7M +$3.33M +30,000 +12%
DC
42
Dendur Capital
New York
$29.1M -$26.9M -242,633 -48%
CFM
43
Coronation Fund Managers
South Africa
$28.4M -$23.5M -211,625 -45%
UIM
44
USS Investment Management
United Kingdom
$27.4M
CBCM
45
Cook & Bynum Capital Management
Alabama
$27.2M
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$26.7M +$1.48M +13,376 +6%
State of New Jersey Common Pension Fund D
47
State of New Jersey Common Pension Fund D
New Jersey
$26.7M -$4.73M -42,650 -15%
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$26.7M -$2.94M -26,467 -10%
CS
49
Credit Suisse
Switzerland
$26.6M +$2.25M +20,297 +9%
CC
50
Carrhae Capital
United Kingdom
$26.2M +$10.3M +92,539 +63%

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.