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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
Mirae Asset Global Investments
126
Mirae Asset Global Investments
South Korea
$2.26M -$672K -6,053 -23%
Grantham, Mayo, Van Otterloo & Co (GMO)
127
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.2M -$3.87M -34,900 -63%
GA
128
GFS Advisors
Texas
$2.18M
QT
129
Quantbot Technologies
New York
$2.03M +$2.06M +18,555 New
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$1.98M +$2.02M +18,169 New
Barclays
131
Barclays
United Kingdom
$1.94M +$1.24M +11,204 +170%
LIP
132
Lighthouse Investment Partners
Florida
$1.93M -$5.29M -47,696 -73%
Citadel Advisors
133
Citadel Advisors
Florida
$1.79M +$1.29M +11,627 +243%
Creative Planning
134
Creative Planning
Kansas
$1.76M +$41.8K +377 +2%
State Street
135
State Street
Massachusetts
$1.67M +$229K +2,062 +16%
Osaic Holdings
136
Osaic Holdings
Arizona
$1.66M +$635K +5,724 +60%
MML Investors Services
137
MML Investors Services
Massachusetts
$1.66M -$13.5K -122 -0.8%
OP
138
Oldfield Partners
United Kingdom
$1.66M
CP
139
Cumberland Partners
Ontario, Canada
$1.64M -$333K -3,000 -17%
CAM
140
Cresset Asset Management
Illinois
$1.59M +$4K +36 +0.2%
VAG
141
VisionPoint Advisory Group
Texas
$1.49M +$156K +1,410 +12%
TJHA
142
Thomas J. Herzfeld Advisors
Florida
$1.43M
Capital Fund Management (CFM)
143
Capital Fund Management (CFM)
France
$1.41M +$1.43M +12,911 New
JMPWA
144
JP Morgan Private Wealth Advisors
California
$1.4M -$144K -1,297 -9%
TAM
145
Tocqueville Asset Management
New York
$1.4M -$688K -6,200 -33%
HT
146
HAP Trading
New York
$1.37M +$1.4M +12,585 New
EI
147
Ethic Inc
New York
$1.37M +$144K +1,293 +12%
DAM
148
Deltec Asset Management
New York
$1.36M
BIC
149
Beach Investment Counsel
Pennsylvania
$1.33M
GRQ
150
Gardner Russo & Quinn
Pennsylvania
$1.29M -$155K -1,400 -11%

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.