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Fomento Económico Mexicano

263 hedge funds and large institutions have $7.04B invested in Fomento Económico Mexicano in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 108 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $19.5M | Put options by funds: $14.3M

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

16% more capital invested

Capital invested by funds: $6.08B → $7.04B (+$958M)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

1% more funds holding

Funds holding: 260263 (+3)

0.19% less ownership

Funds ownership: 3.62%3.43% (-0.19%)

23% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 108

Holders
263
Holders Change
+3
Holders Change %
+1.15%
% of All Funds
4.19%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
36
Increased
83
Reduced
108
Closed
30
Calls
$19.5M
Puts
$14.3M
Net Calls
+$5.25M
Net Calls Change
-$251M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
201
Kestra Advisory Services
Texas
$223K -$99.2K -1,134 -33%
SFA
202
Sequoia Financial Advisors
Ohio
$221K +$203K +2,325 New
Sumitomo Mitsui Trust Group
203
Sumitomo Mitsui Trust Group
Japan
$209K +$192K +2,200 New
Citadel Advisors
204
Citadel Advisors
Florida
$206K -$12.4M -141,177 -98%
New York State Common Retirement Fund
205
New York State Common Retirement Fund
New York
$175K +$39.3K +449 +32%
SIA
206
Sit Investment Associates
Minnesota
$150K
Legal & General Group
207
Legal & General Group
United Kingdom
$150K
TI
208
Tidal Investments
Wisconsin
$125K +$115K +1,315 New
WTC
209
WhitTier Trust Company
Nevada
$124K -$8.75K -100 -7%
CFB
210
Cullen/Frost Bankers
Texas
$114K
UB
211
UMB Bank
Missouri
$108K +$2.54K +29 +3%
EWA
212
EverSource Wealth Advisors
Alabama
$101K -$1.93K -22 -2%
FHA
213
First Horizon Advisors
Tennessee
$100K +$11.5K +132 +14%
ACA
214
Atlas Capital Advisors
Wyoming
$82.8K
TCOV
215
Trust Company of Vermont
Vermont
$76.2K
BC
216
Bartlett & Co
Ohio
$75K
BCWM
217
Bartlett & Co Wealth Management
Ohio
$74.7K
WT
218
Whittier Trust
California
$62.8K
PA
219
Parallel Advisors
California
$59.5K +$3.67K +42 +7%
MHR
220
Matthew Hamilton Rosenberg
$55.4K
PB
221
Pinnacle Bancorp
Nebraska
$52.3K
TRCT
222
Tower Research Capital (TRC)
New York
$51K +$32.1K +367 +213%
CFGS
223
Concourse Financial Group Securities
Alabama
$41.8K -$525 -6 -1%
HIIFS
224
Harel Insurance Investments & Financial Services
Israel
$39K +$35.8K +409 New
LSA
225
Leonteq Securities AG
Switzerland
$38.6K +$35.4K +405 New

FMX Hedge Fund Activity: Q1 2023 in Review

263 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q1 2023, worth a combined $7.04B — up 16% from $6.08B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new FMX positions and 30 closed out — a net gain of 6 holders — while 83 added to existing stakes and 108 trimmed.

The largest buyer was Nuveen, adding an estimated $93.8M. The largest seller was BlackRock, cutting an estimated $89M.

  • 263 institutional investors held Fomento Económico Mexicano (FMX) as of Q1 2023, up from 260 in Q4 2022.
  • Funds reported $7.04B of Fomento Económico Mexicano stock for Q1 2023, up 16% quarter-over-quarter.
  • 36 funds opened new Fomento Económico Mexicano positions in Q1 2023 and 30 closed out, a net change of +6 holders.
  • The largest Fomento Económico Mexicano buyer in Q1 2023 was Nuveen, an estimated $93.8M added.
  • The largest Fomento Económico Mexicano seller in Q1 2023 was BlackRock, an estimated $89M sold.

Based on aggregated 13F filings for Q1 2023.