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Fomento Económico Mexicano
FMX

260 hedge funds and large institutions have $6.08B invested in Fomento Económico Mexicano in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 93 increasing their positions, 88 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more call options, than puts

Call options by funds: $308M | Put options by funds: $52.2M

128% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 18

28% more capital invested

Capital invested by funds: $4.74B → $6.08B (+$1.34B)

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

9% more funds holding

Funds holding: 239 → 260 (+21)

6% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 88

0.12% more ownership

Funds ownership: 3.49% → 3.62% (+0.12%)

Holders
260
Holders Change
+21
Holders Change %
+8.79%
% of All Funds
4.18%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.23%
New
41
Increased
93
Reduced
88
Closed
18
Calls
$308M
Puts
$52.2M
Net Calls
+$256M
Net Calls Change
+$72.8M

Top Buyers

1
SHCM
Sachem Head Capital Management
New York
+$122M
2
AP
Antipodes Partners
Australia
+$73.4M
3
DCM
Discovery Capital Management
Connecticut
+$55.5M
4
AGA
Altrinsic Global Advisors
Connecticut
+$42.8M
5
CFM
Coronation Fund Managers
South Africa
+$40.5M

Top Sellers

1
BlackRock
BlackRock
New York
-$60.9M
2
HL
Harding Loevner
New Jersey
-$50.5M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$44.9M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$33.5M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$30M
Name Holding Trade Value Shares
Change 		Change in
Stake
P
151
Pitcairn
Pennsylvania
$726K +$98.2K +1,335 +17%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$722K -$242K -3,295 -26%
Prudential Financial
153
Prudential Financial
New Jersey
$710K +$144K +1,956 +27%
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$678K +$638K +8,675 New
Comerica Bank
155
Comerica Bank
Texas
$666K +$1.84K +25 +0.3%
PA
156
Profund Advisors
Maryland
$658K +$29.8K +405 +5%
BCI
157
Brinker Capital Investments
Pennsylvania
$616K -$75.2K -1,023 -11%
Osaic Holdings
158
Osaic Holdings
Arizona
$607K -$70.5K -958 -11%
YWP
159
YorkBridge Wealth Partners
New York
$592K -$60.2K -819 -10%
FTDI
160
First Trust Direct Indexing
Massachusetts
$591K +$9.27K +126 +2%
VAS
161
Vestmark Advisory Solutions
Massachusetts
$586K +$124K +1,691 +29%
VC
162
Veracity Capital
Georgia
$572K +$88.7K +1,206 +20%
HSBC Holdings
163
HSBC Holdings
United Kingdom
$540K +$67.6K +919 +15%
Bessemer Group
164
Bessemer Group
New Jersey
$520K +$461K +6,271 +1,625%
OWA
165
One Wealth Advisors
California
$519K +$16.6K +226 +4%
CCIA
166
Campbell & Co Investment Adviser
Maryland
$513K +$483K +6,572 New
OBGC
167
O'Brien Greene & Co
Pennsylvania
$500K -$763K -10,374 -62%
SIA
168
Schechter Investment Advisors
Michigan
$497K +$13.6K +185 +3%
SF
169
Synovus Financial
Georgia
$494K -$142K -1,924 -23%
Pacer Advisors
170
Pacer Advisors
Pennsylvania
$488K +$237K +3,227 +107%
EGM
171
Engineers Gate Manager
New York
$487K +$198K +2,689 +76%
VF
172
Virtu Financial
New York
$485K +$457K +6,213 New
VPIM
173
Vanguard Personalized Indexing Management
California
$444K -$73K -993 -15%
HighTower Advisors
174
HighTower Advisors
Illinois
$414K +$153K +2,079 +64%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$413K – – –
5 6
7
8 9

FMX Hedge Fund Activity: Q4 2022 in Review

260 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2022, worth a combined $6.08B — up 28% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FMX positions and 18 closed out — a net gain of 23 holders — while 93 added to existing stakes and 88 trimmed.

The largest buyer was Sachem Head Capital Management, opening a new position worth an estimated $122M. The largest seller was BlackRock, cutting an estimated $60.9M.

  • 260 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2022, up from 239 in Q3 2022.
  • Funds reported $6.08B of Fomento Económico Mexicano stock for Q4 2022, up 28% quarter-over-quarter.
  • 41 funds opened new Fomento Económico Mexicano positions in Q4 2022 and 18 closed out, a net change of +23 holders.
  • The largest Fomento Económico Mexicano buyer in Q4 2022 was Sachem Head Capital Management, an estimated $122M added.
  • The largest Fomento Económico Mexicano seller in Q4 2022 was BlackRock, an estimated $60.9M sold.

Based on aggregated 13F filings for Q4 2022.