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Fomento Económico Mexicano

263 hedge funds and large institutions have $7.04B invested in Fomento Económico Mexicano in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 108 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $19.5M | Put options by funds: $14.3M

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

16% more capital invested

Capital invested by funds: $6.08B → $7.04B (+$958M)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

1% more funds holding

Funds holding: 260263 (+3)

0.19% less ownership

Funds ownership: 3.62%3.43% (-0.19%)

23% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 108

Holders
263
Holders Change
+3
Holders Change %
+1.15%
% of All Funds
4.19%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
36
Increased
83
Reduced
108
Closed
30
Calls
$19.5M
Puts
$14.3M
Net Calls
+$5.25M
Net Calls Change
-$251M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
126
Ethic Inc
New York
$1.46M +$98.5K +1,126 +8%
OP
127
Oldfield Partners
United Kingdom
$1.45M -$61.2K -700 -4%
Creative Planning
128
Creative Planning
Kansas
$1.44M +$144K +1,642 +12%
Massachusetts Financial Services
129
Massachusetts Financial Services
Massachusetts
$1.34M -$35.5K -406 -3%
GRQ
130
Gardner Russo & Quinn
Pennsylvania
$1.28M -$32.9K -376 -3%
AI
131
Atria Investments
North Carolina
$1.25M +$1.15M +13,155 New
TJHA
132
Thomas J. Herzfeld Advisors
Florida
$1.25M
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$1.23M -$90.7K -1,037 -7%
BIC
134
Beach Investment Counsel
Pennsylvania
$1.17M -$201K -2,300 -16%
State Street
135
State Street
Massachusetts
$1.13M -$433K -4,952 -29%
Stifel Financial
136
Stifel Financial
Missouri
$1.1M -$124K -1,413 -11%
Barclays
137
Barclays
United Kingdom
$1.09M +$117K +1,333 +13%
MML Investors Services
138
MML Investors Services
Massachusetts
$1.02M -$122K -1,393 -12%
MGWM
139
Marks Group Wealth Management
Minnesota
$987K -$3.33K -38 -0.4%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$982K -$4.46K -51 -0.5%
Pacer Advisors
141
Pacer Advisors
Pennsylvania
$982K +$356K +4,070 +65%
P
142
Pitcairn
Pennsylvania
$950K +$60.5K +691 +7%
RFC
143
Regions Financial Corp
Alabama
$904K -$11.8K -135 -1%
E
144
Ergoteles
New York
$886K +$814K +9,306 New
Connor, Clark & Lunn Investment Management (CC&L)
145
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$820K -$4.2M -47,956 -85%
Prudential Financial
146
Prudential Financial
New Jersey
$812K -$48.5K -554 -6%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$774K -$97.4K -1,113 -12%
FA
148
FDx Advisors
Illinois
$768K
Osaic Holdings
149
Osaic Holdings
Arizona
$767K +$24.9K +285 +4%
BSAM
150
Blue Square Asset Management
New York
$754K +$693K +7,925 New