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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
TPCW
201
TD Private Client Wealth
New York
$221K -$73.3K -996 -26%
RA
202
RFG Advisory
Alabama
$221K -$2.57K -35 -1%
CF
203
Covea Finance
France
$220K – – –
CHP
204
Cable Hill Partners
Oregon
$219K +$206K +2,807 New
BWM
205
Baron Wealth Management
Michigan
$211K +$198K +2,698 New
BTI
206
Blue Trust Inc
Georgia
$208K +$171K +2,331 +234%
BCM
207
Bayesian Capital Management
New York
$206K -$125K -1,700 -39%
CS
208
Comerica Securities
Michigan
$139K +$131K +1,786 New
Legal & General Group
209
Legal & General Group
United Kingdom
$123K – – –
SIA
210
Sit Investment Associates
Minnesota
$123K – – –
WTC
211
WhitTier Trust Company
Nevada
$109K – – –
New York State Common Retirement Fund
212
New York State Common Retirement Fund
New York
$109K +$47.4K +645 +87%
CFB
213
Cullen/Frost Bankers
Texas
$93.7K – – –
UB
214
UMB Bank
Missouri
$87K -$16.3K -221 -17%
EWA
215
EverSource Wealth Advisors
Alabama
$84.8K +$4.93K +67 +7%
FHA
216
First Horizon Advisors
Tennessee
$71.9K +$8.97K +122 +15%
ACA
217
Atlas Capital Advisors
Wyoming
$68K +$7.5K +102 +13%
TCOV
218
Trust Company of Vermont
Vermont
$62.5K – – –
BCWM
219
Bartlett & Co Wealth Management
Ohio
$61.3K – – –
BC
220
Bartlett & Co
Ohio
$61K – – –
WT
221
Whittier Trust
California
$51.6K – – –
PA
222
Parallel Advisors
California
$45.6K -$27K -367 -39%
MHR
223
Matthew Hamilton Rosenberg
$45.5K – – –
PB
224
Pinnacle Bancorp
Nebraska
$43K – – –
CWP
225
Concord Wealth Partners
Virginia
$36.2K +$34.1K +464 New
7 8
9
10 11

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.