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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
B
76
Barings
North Carolina
$10.7M -$1.25M -10,470 -11%
PIM
77
Paradice Investment Management
Colorado
$10.4M +$1.76M +14,802 +23%
US Bancorp
78
US Bancorp
Minnesota
$9.65M -$991K -8,331 -10%
Deutsche Bank
79
Deutsche Bank
Germany
$9.44M -$16M -134,076 -65%
APG Asset Management
80
APG Asset Management
Netherlands
$9.42M +$643K +5,406 +7%
Jane Street
81
Jane Street
New York
$9.05M +$4.54M +38,168 +122%
ADEF
82
ABS Direct Equity Fund
Connecticut
$9.01M +$8.22M +69,100 New
Natixis Advisors
83
Natixis Advisors
Massachusetts
$8.49M +$594K +4,990 +8%
CS
84
Credit Suisse
Switzerland
$8.09M -$21.6M -181,339 -74%
Bank of New York Mellon
85
Bank of New York Mellon
New York
$8.05M +$147K +1,233 +2%
Connor, Clark & Lunn Investment Management (CC&L)
86
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.02M -$490K -4,116 -6%
JFL
87
Jarislowsky, Fraser Ltd
Quebec, Canada
$7.91M -$802K -6,745 -10%
AllianceBernstein
88
AllianceBernstein
Tennessee
$7.77M +$7.09M +59,589 New
Vanguard Group
89
Vanguard Group
Pennsylvania
$7.64M -$124K -1,039 -2%
RG
90
Renaissance Group
Kentucky
$7.33M -$867K -7,287 -11%
RFWA
91
RPg Family Wealth Advisory
Massachusetts
$7.05M -$795K -6,682 -11%
Fayez Sarofim & Co
92
Fayez Sarofim & Co
Texas
$7.04M -$11.9K -100 -0.2%
EAM
93
Erste Asset Management
Austria
$6.9M -$262K -2,200 -4%
OAM
94
Oppenheimer Asset Management
New York
$6.78M -$160K -1,343 -3%
BNP Paribas Asset Management
95
BNP Paribas Asset Management
France
$6.75M -$757K -6,366 -11%
TPM
96
Triasima Portfolio Management
Quebec, Canada
$5.87M -$187K -1,575 -3%
ZP
97
Zimmer Partners
New York
$5.87M +$595K +5,000 +13%
BEAM
98
Baker Ellis Asset Management
Washington
$5.7M -$40.1K -337 -0.8%
MCM
99
McKinley Capital Management
Alaska
$5.69M +$39.4K +331 +0.8%
OSAM
100
O'Shaughnessy Asset Management
Connecticut
$5.53M +$1.81M +15,238 +56%

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.