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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
National Bank of Canada
101
National Bank of Canada
Quebec, Canada
$3.71M -$2.2M -19,852 -37%
Truist Financial
102
Truist Financial
North Carolina
$3.69M +$137K +1,237 +4%
ERSOT
103
Employees Retirement System of Texas
Texas
$3.57M +$172K +1,547 +5%
Mitsubishi UFJ Trust & Banking
104
Mitsubishi UFJ Trust & Banking
Japan
$3.47M +$1.01M +9,093 +40%
Jane Street
105
Jane Street
New York
$3.41M +$3.17M +28,524 +1,049%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$3.4M +$7.88K +71 +0.2%
Wells Fargo
107
Wells Fargo
California
$3.4M -$572K -5,155 -14%
CGH
108
Crossmark Global Holdings
Texas
$3.34M +$6.55K +59 +0.2%
QI
109
Qtron Investments
Massachusetts
$3.29M -$43.8K -395 -1%
DC
110
Davenport & Co
Virginia
$3.24M -$51.4K -463 -2%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$3.21M -$575K -5,185 -15%
CP
112
CenterBook Partners
Connecticut
$3.16M +$1.21M +10,867 +60%
Mariner
113
Mariner
Kansas
$3.1M +$76.6K +690 +2%
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$2.97M +$346K +3,119 +13%
SC
115
Solstein Capital
California
$2.97M
DWA
116
Dorsey Wright & Associates
California
$2.93M -$188K -1,692 -6%
RL
117
Ruffer LLP
United Kingdom
$2.91M
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$2.87M +$1.84M +16,603 +171%
AQR Capital Management
119
AQR Capital Management
Connecticut
$2.73M -$1.83M -16,531 -40%
VAM
120
Vontobel Asset Management
New York
$2.68M -$4.14M -37,266 -58%
MNG
121
Manning & Napier Group
New York
$2.62M -$3.44K -31 -0.1%
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
$2.5M +$2.54M +22,899 New
AI
123
Atria Investments
North Carolina
$2.49M +$343K +3,088 +16%
MAM
124
Madison Asset Management
Wisconsin
$2.49M -$562K -5,061 -18%
KeyBank National Association
125
KeyBank National Association
Ohio
$2.36M -$491K -4,424 -17%

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.