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Fomento Económico Mexicano

329 hedge funds and large institutions have $8.71B invested in Fomento Económico Mexicano in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 133 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $361M | Put options by funds: $231M

0.2% less ownership

Funds ownership: 3.32%3.12% (-0.2%)

6% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 36

1% less funds holding

Funds holding: 333329 (-4)

7% less capital invested

Capital invested by funds: $9.33B → $8.71B (-$620M)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

14% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 133

Holders
329
Holders Change
-4
Holders Change %
-1.2%
% of All Funds
4.74%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
34
Increased
114
Reduced
133
Closed
36
Calls
$361M
Puts
$231M
Net Calls
+$130M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$8.41M -$1.24M -9,476 -13%
AllianceBernstein
77
AllianceBernstein
Tennessee
$8.35M +$593K +4,541 +8%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$8.25M +$210K +1,610 +3%
Connor, Clark & Lunn Investment Management (CC&L)
79
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.17M +$146K +1,115 +2%
Deutsche Bank
80
Deutsche Bank
Germany
$7.95M -$1.49M -11,400 -16%
Natixis Advisors
81
Natixis Advisors
Massachusetts
$7.75M -$730K -5,593 -9%
MIS
82
Morningstar Investment Services
Illinois
$7.59M -$18M -137,699 -70%
JFL
83
Jarislowsky, Fraser Ltd
Quebec, Canada
$7.43M -$478K -3,660 -6%
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$7.34M -$8.44M -64,619 -53%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
85
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.32M +$7.34M +56,200 New
RG
86
Renaissance Group
Kentucky
$7.26M -$67.9K -520 -0.9%
RFWA
87
RPg Family Wealth Advisory
Massachusetts
$7.17M +$120K +922 +2%
DRZID
88
DePrince Race & Zollo Inc (DRZ)
Florida
$6.97M -$4.64M -35,505 -40%
CS
89
Credit Suisse
Switzerland
$6.91M -$1.18M -9,027 -15%
Vanguard Group
90
Vanguard Group
Pennsylvania
$6.67M -$964K -7,384 -13%
Fayez Sarofim & Co
91
Fayez Sarofim & Co
Texas
$6.47M
OAM
92
Oppenheimer Asset Management
New York
$6.47M -$302K -2,311 -4%
AIMCA
93
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.92M +$5.93M +45,425 New
BNP Paribas Asset Management
94
BNP Paribas Asset Management
France
$5.84M -$913K -6,989 -13%
OSAM
95
O'Shaughnessy Asset Management
Connecticut
$5.75M +$230K +1,759 +4%
BEAM
96
Baker Ellis Asset Management
Washington
$5.64M -$53.3K -408 -0.9%
AQR Capital Management
97
AQR Capital Management
Connecticut
$5.54M +$1.56M +11,951 +39%
MCM
98
McKinley Capital Management
Alaska
$5.54M -$148K -1,133 -3%
MIA
99
MMBG Investment Advisors
Florida
$5.44M
TPM
100
Triasima Portfolio Management
Quebec, Canada
$5.43M -$434K -3,325 -7%

FMX Hedge Fund Activity: Q1 2024 in Review

329 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q1 2024, worth a combined $8.71B — down 6.6% from $9.33B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of FMX and 34 opened new positions — a net loss of 2 holders — while 133 trimmed existing stakes and 114 added.

The largest buyer was Citigroup, adding an estimated $210M. The largest seller was Harding Loevner, cutting an estimated $302M.

  • 329 institutional investors held Fomento Económico Mexicano (FMX) as of Q1 2024, down from 333 in Q4 2023.
  • Funds reported $8.71B of Fomento Económico Mexicano stock for Q1 2024, down 6.6% quarter-over-quarter.
  • 34 funds opened new Fomento Económico Mexicano positions in Q1 2024 and 36 closed out, a net change of -2 holders.
  • The largest Fomento Económico Mexicano buyer in Q1 2024 was Citigroup, an estimated $210M added.
  • The largest Fomento Económico Mexicano seller in Q1 2024 was Harding Loevner, an estimated $302M sold.

Based on aggregated 13F filings for Q1 2024.