We are live on ! Find out more
FMX icon

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
P
151
Pitcairn
Pennsylvania
$1.16M +$57.6K +519 +5%
VC
152
Veracity Capital
Georgia
$1.08M +$182K +1,642 +20%
MGWM
153
Marks Group Wealth Management
Minnesota
$1.06M -$58.2K -524 -5%
GC
154
Guggenheim Capital
Illinois
$1.05M -$594K -5,353 -36%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$1.05M +$62.7K +565 +6%
RFC
156
Regions Financial Corp
Alabama
$1.04M +$68.1K +614 +7%
Stifel Financial
157
Stifel Financial
Missouri
$1.02M -$68.8K -620 -6%
RhumbLine Advisers
158
RhumbLine Advisers
Massachusetts
$1M -$6.88K -62 -0.7%
RWM
159
Ritholtz Wealth Management
New York
$971K +$25.8K +232 +3%
Prudential Financial
160
Prudential Financial
New Jersey
$969K +$53.7K +484 +6%
CIBC World Market
161
CIBC World Market
Ontario, Canada
$965K -$39K -351 -4%
Wolverine Trading
162
Wolverine Trading
Illinois
$959K +$482K +4,340 +98%
VA
163
Vident Advisory
Georgia
$895K +$911K +8,204 New
HJIM
164
Henry James International Management
New York
$890K +$556K +5,008 +159%
BCI
165
Brinker Capital Investments
Pennsylvania
$841K -$5.88K -53 -0.7%
OPS
166
Orion Portfolio Solutions
Nebraska
$841K -$5.88K -53 -0.7%
PA
167
Profund Advisors
Maryland
$839K -$86.6K -780 -9%
Pacer Advisors
168
Pacer Advisors
Pennsylvania
$812K +$108K +971 +15%
BSAM
169
Blue Square Asset Management
New York
$807K -$238K -2,142 -22%
CWP
170
Capital Wealth Planning
Florida
$803K +$578K +5,212 +243%
PCM
171
Penserra Capital Management
California
$802K +$578K +5,212 +243%
Squarepoint
172
Squarepoint
New York
$802K +$815K +7,347 New
Teacher Retirement System of Texas
173
Teacher Retirement System of Texas
Texas
$778K +$791K +7,128 New
SG Americas Securities
174
SG Americas Securities
New York
$737K +$56.3K +507 +8%
Envestnet Portfolio Solutions
175
Envestnet Portfolio Solutions
Illinois
$729K +$742K +6,681 New

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.