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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
AI
126
Atria Investments
North Carolina
$2.76M -$196K -1,650 -7%
SFA
127
Sequoia Financial Advisors
Ohio
$2.74M +$1.86M +15,615 +289%
MAM
128
Madison Asset Management
Wisconsin
$2.74M -$212K -1,785 -8%
QI
129
Qtron Investments
Massachusetts
$2.68M -$1.14M -9,555 -32%
GA
130
GFS Advisors
Texas
$2.61M
ACM
131
Aquatic Capital Management
Illinois
$2.58M +$2.05M +17,200 +662%
Stifel Financial
132
Stifel Financial
Missouri
$2.45M +$1.13M +9,511 +102%
CWP
133
Capital Wealth Planning
Florida
$2.45M +$1.36M +11,456 +156%
PCM
134
Penserra Capital Management
California
$2.45M +$1.36M +11,456 +156%
Creative Planning
135
Creative Planning
Kansas
$2.38M +$257K +2,159 +13%
MML Investors Services
136
MML Investors Services
Massachusetts
$2.33M +$315K +2,651 +17%
Mirae Asset Global Investments
137
Mirae Asset Global Investments
South Korea
$2.11M -$546K -4,588 -22%
Barclays
138
Barclays
United Kingdom
$2M -$290K -2,434 -14%
State Street
139
State Street
Massachusetts
$2M
VAG
140
VisionPoint Advisory Group
Texas
$1.88M +$93.4K +785 +6%
Squarepoint
141
Squarepoint
New York
$1.84M +$803K +6,753 +92%
OP
142
Oldfield Partners
United Kingdom
$1.72M -$238K -2,000 -13%
P
143
Pitcairn
Pennsylvania
$1.72M +$308K +2,585 +24%
CP
144
Cumberland Partners
Ontario, Canada
$1.69M -$238K -2,000 -13%
HT
145
HAP Trading
New York
$1.64M
DAM
146
Deltec Asset Management
New York
$1.62M
HSBC Holdings
147
HSBC Holdings
United Kingdom
$1.6M +$1.25M +10,485 +581%
EI
148
Ethic Inc
New York
$1.6M -$29.7K -250 -2%
BIC
149
Beach Investment Counsel
Pennsylvania
$1.58M
TJHA
150
Thomas J. Herzfeld Advisors
Florida
$1.58M -$119K -1,000 -8%

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.