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Fomento Económico Mexicano

329 hedge funds and large institutions have $8.71B invested in Fomento Económico Mexicano in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 133 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $361M | Put options by funds: $231M

0.2% less ownership

Funds ownership: 3.32%3.12% (-0.2%)

6% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 36

1% less funds holding

Funds holding: 333329 (-4)

7% less capital invested

Capital invested by funds: $9.33B → $8.71B (-$620M)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

14% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 133

Holders
329
Holders Change
-4
Holders Change %
-1.2%
% of All Funds
4.74%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
34
Increased
114
Reduced
133
Closed
36
Calls
$361M
Puts
$231M
Net Calls
+$130M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
176
Synovus Financial
Georgia
$869K +$61.5K +471 +8%
OWA
177
One Wealth Advisors
California
$864K +$187K +1,435 +28%
RhumbLine Advisers
178
RhumbLine Advisers
Massachusetts
$837K +$63.7K +488 +8%
GRQ
179
Gardner Russo & Quinn
Pennsylvania
$824K -$232K -1,780 -22%
DAS
180
Diversify Advisory Services
Utah
$809K +$814K +6,236 New
SFA
181
Sequoia Financial Advisors
Ohio
$776K -$1.97M -15,064 -72%
QCG
182
Quadrant Capital Group
Ohio
$775K +$20.2K +155 +3%
CCM
183
Corsair Capital Management
New York
$773K +$122K +933 +19%
WT
184
Whittier Trust
California
$760K +$204K +1,562 +37%
OBGC
185
O'Brien Greene & Co
Pennsylvania
$757K +$19.5K +149 +3%
BCI
186
Brinker Capital Investments
Pennsylvania
$757K -$21.2K -162 -3%
OPS
187
Orion Portfolio Solutions
Nebraska
$757K -$21.2K -162 -3%
QCM
188
QRG Capital Management
Illinois
$752K +$86.8K +665 +13%
SIA
189
Schechter Investment Advisors
Michigan
$745K +$52.9K +405 +8%
AI
190
AdvisorShares Investments
Maryland
$733K -$30K -230 -4%
Envestnet Portfolio Solutions
191
Envestnet Portfolio Solutions
Illinois
$717K -$66.7K -511 -8%
VA
192
Vident Advisory
Georgia
$717K -$284K -2,176 -28%
TFS
193
Thoroughbred Financial Services
Tennessee
$689K -$42.8K -328 -6%
HT
194
Headlands Technologies
Illinois
$682K +$658K +5,036 +2,481%
Group One Trading
195
Group One Trading
Illinois
$682K +$671K +5,136 +5,136%
TC
196
TownSquare Capital
Utah
$680K +$18.5K +142 +3%
CAG
197
Csenge Advisory Group
Florida
$617K -$117K -893 -16%
HCA
198
Harbour Capital Advisors
Virginia
$608K +$1.7K +13 +0.3%
Corient Private Wealth
199
Corient Private Wealth
Florida
$583K +$8.62K +66 +1%
SI
200
Stephens Inc
Arkansas
$580K +$29.1K +223 +5%

FMX Hedge Fund Activity: Q1 2024 in Review

329 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q1 2024, worth a combined $8.71B — down 6.6% from $9.33B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of FMX and 34 opened new positions — a net loss of 2 holders — while 133 trimmed existing stakes and 114 added.

The largest buyer was Citigroup, adding an estimated $210M. The largest seller was Harding Loevner, cutting an estimated $302M.

  • 329 institutional investors held Fomento Económico Mexicano (FMX) as of Q1 2024, down from 333 in Q4 2023.
  • Funds reported $8.71B of Fomento Económico Mexicano stock for Q1 2024, down 6.6% quarter-over-quarter.
  • 34 funds opened new Fomento Económico Mexicano positions in Q1 2024 and 36 closed out, a net change of -2 holders.
  • The largest Fomento Económico Mexicano buyer in Q1 2024 was Citigroup, an estimated $210M added.
  • The largest Fomento Económico Mexicano seller in Q1 2024 was Harding Loevner, an estimated $302M sold.

Based on aggregated 13F filings for Q1 2024.