We are live on ! Find out more
FMX icon

Fomento Económico Mexicano

231 hedge funds and large institutions have $5.5B invested in Fomento Económico Mexicano in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 61

39% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 28

4% more funds holding

Funds holding: 223231 (+8)

7% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $11.7M

4% more capital invested

Capital invested by funds: $5.28B → $5.5B (+$218M)

0.15% more ownership

Funds ownership: 3.23%3.38% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
231
Holders Change
+8
Holders Change %
+3.59%
% of All Funds
4.06%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
39
Increased
93
Reduced
61
Closed
28
Calls
$12.6M
Puts
$11.7M
Net Calls
+$854K
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
126
Boothbay Fund Management
New York
$655K +$633K +8,700 New
Vanguard Group
127
Vanguard Group
Pennsylvania
$645K -$4.77M -65,502 -88%
American Century Companies
128
American Century Companies
Missouri
$643K +$271K +3,721 +77%
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$641K -$47.2K -649 -7%
Sumitomo Mitsui Trust Group
130
Sumitomo Mitsui Trust Group
Japan
$637K -$36.4K -500 -6%
OC
131
Oppenheimer & Co
New York
$626K
FA
132
FDx Advisors
Illinois
$611K +$160K +2,202 +37%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$597K -$21.8K -300 -4%
PPFA
134
Provida Pension Fund Administrator
Chile
$578K
VC
135
Veracity Capital
Georgia
$520K +$503K +6,908 New
ANI
136
American National Insurance
Texas
$488K
MNBTD
137
Moody National Bank Trust Division
Texas
$488K
Mirae Asset Global Investments
138
Mirae Asset Global Investments
South Korea
$476K -$36K -494 -7%
HSBC Holdings
139
HSBC Holdings
United Kingdom
$476K +$116K +1,600 +34%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$449K +$37.2K +511 +9%
Kovitz Investment Group Partners
141
Kovitz Investment Group Partners
Illinois
$422K -$24K -330 -6%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$422K +$33.6K +461 +9%
SSA
143
Schonfeld Strategic Advisors
New York
$421K +$408K +5,600 New
P
144
Pitcairn
Pennsylvania
$416K +$83.3K +1,144 +26%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$387K -$17K -234 -4%
AP
146
Advisor Partners
California
$379K +$73.2K +1,006 +25%
Osaic Holdings
147
Osaic Holdings
Arizona
$365K +$80.7K +1,108 +30%
XT
148
XTX Topco
Cayman Islands
$354K +$342K +4,693 New
RFC
149
Regions Financial Corp
Alabama
$352K +$16.4K +225 +5%
QT
150
Quantamental Technologies
New York
$352K +$340K +4,669 New

FMX Hedge Fund Activity: Q1 2021 in Review

231 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q1 2021, worth a combined $5.5B — up 4.1% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FMX positions and 28 closed out — a net gain of 11 holders — while 93 added to existing stakes and 61 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $107M. The largest seller was Invesco, cutting an estimated $73.5M.

  • 231 institutional investors held Fomento Económico Mexicano (FMX) as of Q1 2021, up from 223 in Q4 2020.
  • Funds reported $5.5B of Fomento Económico Mexicano stock for Q1 2021, up 4.1% quarter-over-quarter.
  • 39 funds opened new Fomento Económico Mexicano positions in Q1 2021 and 28 closed out, a net change of +11 holders.
  • The largest Fomento Económico Mexicano buyer in Q1 2021 was River Road Asset Management, an estimated $107M added.
  • The largest Fomento Económico Mexicano seller in Q1 2021 was Invesco, an estimated $73.5M sold.

Based on aggregated 13F filings for Q1 2021.