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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
American Century Companies
76
American Century Companies
Missouri
$8.08M +$450K +4,050 +6%
JFL
77
Jarislowsky, Fraser Ltd
Quebec, Canada
$7.36M -$1.07M -9,670 -13%
Connor, Clark & Lunn Investment Management (CC&L)
78
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.17M +$595K +5,362 +9%
PIM
79
Paradice Investment Management
Colorado
$7.08M
RG
80
Renaissance Group
Kentucky
$6.94M -$489K -4,405 -6%
Citigroup
81
Citigroup
New York
$6.74M -$1.69M -15,254 -20%
RFWA
82
RPg Family Wealth Advisory
Massachusetts
$6.64M +$294K +2,649 +5%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$6.6M +$1.11M +10,006 +20%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$6.56M -$290K -2,613 -4%
Vanguard Group
85
Vanguard Group
Pennsylvania
$6.51M +$3.4M +30,596 +105%
OC
86
One01 Capital
California
$6.48M -$588K -5,300 -8%
BNP Paribas Asset Management
87
BNP Paribas Asset Management
France
$6.35M -$77.7K -700 -1%
EAM
88
Erste Asset Management
Austria
$5.93M -$666K -6,000 -10%
OAM
89
Oppenheimer Asset Management
New York
$5.82M -$1.38M -12,439 -19%
Fayez Sarofim & Co
90
Fayez Sarofim & Co
Texas
$5.44M -$22.2K -200 -0.4%
TPM
91
Triasima Portfolio Management
Quebec, Canada
$5.09M +$3.79M +34,140 +274%
BEAM
92
Baker Ellis Asset Management
Washington
$4.81M +$23.9K +215 +0.5%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$4.78M +$65.6K +591 +1%
MCM
94
McKinley Capital Management
Alaska
$4.73M -$652K -5,877 -12%
CSPIA
95
Cary Street Partners Investment Advisory
Virginia
$4.68M -$13.7K -123 -0.3%
MIA
96
MMBG Investment Advisors
Florida
$4.55M
ZP
97
Zimmer Partners
New York
$4.37M +$4.44M +40,000 New
PGA
98
Portland Global Advisors
Maine
$4.34M +$118K +1,062 +3%
BMSSC
99
B. Metzler seel. Sohn & Co
Germany
$4M -$3.02M -27,224 -43%
Neuberger Berman Group
100
Neuberger Berman Group
New York
$3.9M +$225K +2,026 +6%

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.