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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
MIA
101
MMBG Investment Advisors
Florida
$5.44M
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$5.28M +$2.66M +22,318 +123%
PGA
103
Portland Global Advisors
Maine
$5.25M +$60.3K +507 +1%
CSPIA
104
Cary Street Partners Investment Advisory
Virginia
$4.99M -$547K -4,600 -11%
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$4.63M -$989K -8,312 -19%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$4.35M +$264K +2,215 +7%
Citadel Advisors
107
Citadel Advisors
Florida
$4.29M +$1.96M +16,463 +100%
Neuberger Berman Group
108
Neuberger Berman Group
New York
$4.2M -$419K -3,519 -10%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$4.13M +$637K +5,355 +20%
Mitsubishi UFJ Trust & Banking
110
Mitsubishi UFJ Trust & Banking
Japan
$4.12M -$17K -143 -0.4%
BMSSC
111
B. Metzler seel. Sohn & Co
Germany
$4.09M -$631K -5,304 -14%
AQR Capital Management
112
AQR Capital Management
Connecticut
$4M +$663K +5,575 +22%
Wells Fargo
113
Wells Fargo
California
$3.91M -$138K -1,159 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
114
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.85M +$1.12M +9,400 +47%
Truist Financial
115
Truist Financial
North Carolina
$3.73M -$612K -5,144 -15%
SC
116
Solstein Capital
California
$3.68M +$129K +1,082 +4%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$3.59M -$135K -1,136 -4%
RL
118
Ruffer LLP
United Kingdom
$3.52M
CGH
119
Crossmark Global Holdings
Texas
$3.46M -$572K -4,809 -15%
MWM
120
Moran Wealth Management
Florida
$3.33M +$3.03M +25,510 New
DWA
121
Dorsey Wright & Associates
California
$3.25M -$224K -1,882 -7%
Mariner
122
Mariner
Kansas
$3.16M -$492K -4,139 -15%
DC
123
Davenport & Co
Virginia
$3.16M -$650K -5,465 -18%
MNG
124
Manning & Napier Group
New York
$3.09M -$29.4K -247 -1%
KeyBank National Association
125
KeyBank National Association
Ohio
$2.79M -$31.3K -263 -1%

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.