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Fomento Económico Mexicano

333 hedge funds and large institutions have $9.33B invested in Fomento Económico Mexicano in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 98 increasing their positions, 131 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,770% more call options, than puts

Call options by funds: $260M | Put options by funds: $9.04M

100% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 28

22% more capital invested

Capital invested by funds: $7.63B → $9.33B (+$1.7B)

8% more funds holding

Funds holding: 308333 (+25)

0.08% more ownership

Funds ownership: 3.24%3.32% (+0.08%)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

25% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 131

Holders
333
Holders Change
+25
Holders Change %
+8.12%
% of All Funds
4.85%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
56
Increased
98
Reduced
131
Closed
28
Calls
$260M
Puts
$9.04M
Net Calls
+$251M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
LFDLE
26
La Financiere de L'Echiquier
France
$79.5M -$2.3M -19,332 -3%
DCM
27
Driehaus Capital Management
Illinois
$77.6M +$8.84M +74,306 +14%
BlackRock
28
BlackRock
New York
$77.5M -$3.89M -32,722 -5%
AGA
29
Altrinsic Global Advisors
Connecticut
$76.8M -$55.2M -464,013 -44%
Goldman Sachs
30
Goldman Sachs
New York
$71.3M -$58.5M -492,094 -47%
Amundi
31
Amundi
France
$70.3M +$608K +5,110 +0.9%
PL
32
Perpetual Ltd
Australia
$66M -$1M -8,435 -2%
Bank of America
33
Bank of America
North Carolina
$62.3M -$10.5M -87,943 -16%
SO
34
STRS Ohio
Ohio
$47.1M -$3.57M -30,000 -8%
Lazard Asset Management
35
Lazard Asset Management
New York
$46.7M +$20.2M +170,162 +90%
VAM
36
Vontobel Asset Management
New York
$45.8M +$40M +335,822 +1,253%
LOM
37
LTS One Management
New York
$45.6M +$7.14M +60,000 +21%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$44.2M -$6.46M -54,315 -14%
SHCM
39
Sachem Head Capital Management
New York
$42.7M -$34.8M -292,500 -47%
Northern Trust
40
Northern Trust
Illinois
$40.6M -$810K -6,807 -2%
II
41
INCA Investments
Florida
$40.1M -$10.9M -91,762 -23%
ERSOT
42
Employees Retirement System of Texas
Texas
$38.9M +$31.6M +265,648 +813%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$37.2M +$34M +285,646 New
CC
44
Carrhae Capital
United Kingdom
$36.2M +$4.47M +37,574 +16%
Citigroup
45
Citigroup
New York
$32.9M +$22.7M +190,605 +309%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$32.8M +$891K +7,492 +3%
UIM
47
USS Investment Management
United Kingdom
$32.7M
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$32.6M +$690K +5,796 +2%
CBCM
49
Cook & Bynum Capital Management
Alabama
$32.3M -$167K -1,400 -0.6%
State of New Jersey Common Pension Fund D
50
State of New Jersey Common Pension Fund D
New Jersey
$32M +$113K +947 +0.4%

FMX Hedge Fund Activity: Q4 2023 in Review

333 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2023, worth a combined $9.33B — up 22% from $7.63B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new FMX positions and 28 closed out — a net gain of 28 holders — while 98 added to existing stakes and 131 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $211M. The largest seller was First Eagle Investment Management, cutting an estimated $105M.

  • 333 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2023, up from 308 in Q3 2023.
  • Funds reported $9.33B of Fomento Económico Mexicano stock for Q4 2023, up 22% quarter-over-quarter.
  • 56 funds opened new Fomento Económico Mexicano positions in Q4 2023 and 28 closed out, a net change of +28 holders.
  • The largest Fomento Económico Mexicano buyer in Q4 2023 was JP Morgan Chase, an estimated $211M added.
  • The largest Fomento Económico Mexicano seller in Q4 2023 was First Eagle Investment Management, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2023.