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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
VPIM
176
Vanguard Personalized Indexing Management
California
$878K +$84K +706 +12%
ONGA
177
O'Neil Global Advisors
California
$875K +$799K +6,712 New
HighTower Advisors
178
HighTower Advisors
Illinois
$843K +$320K +2,692 +72%
GS
179
GTS Securities
New York
$810K +$432K +3,630 +140%
SF
180
Synovus Financial
Georgia
$808K -$13.1K -110 -2%
Envestnet Portfolio Solutions
181
Envestnet Portfolio Solutions
Illinois
$784K -$78.9K -663 -10%
RhumbLine Advisers
182
RhumbLine Advisers
Massachusetts
$774K -$387K -3,249 -35%
BCI
183
Brinker Capital Investments
Pennsylvania
$767K -$206K -1,735 -23%
OPS
184
Orion Portfolio Solutions
Nebraska
$767K -$206K -1,735 -23%
AI
185
AdvisorShares Investments
Maryland
$763K +$697K +5,855 New
QCG
186
Quadrant Capital Group
Ohio
$755K -$31.4K -264 -4%
OBGC
187
O'Brien Greene & Co
Pennsylvania
$738K
CAG
188
Csenge Advisory Group
Florida
$734K +$44.3K +372 +7%
TFS
189
Thoroughbred Financial Services
Tennessee
$732K +$669K +5,622 New
DI
190
DFPG Investments
Utah
$710K +$50.1K +421 +8%
KPPF
191
Klein Pavlis & Peasley Financial
California
$699K +$638K +5,362 New
SIA
192
Schechter Investment Advisors
Michigan
$693K -$43.7K -367 -6%
OWA
193
One Wealth Advisors
California
$678K +$619K +5,200 New
QCM
194
QRG Capital Management
Illinois
$666K +$111K +933 +22%
TC
195
TownSquare Capital
Utah
$662K -$41.9K -352 -6%
LPL Financial
196
LPL Financial
California
$653K +$24.3K +204 +4%
CCM
197
Corsair Capital Management
New York
$652K +$595K +5,000 New
VF
198
Virtu Financial
New York
$632K +$577K +4,847 New
AC
199
AXQ Capital
New Jersey
$614K +$560K +4,710 New
HCA
200
Harbour Capital Advisors
Virginia
$602K -$7.73K -65 -1%

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.