We are live on ! Find out more
FMX icon

Fomento Económico Mexicano

293 hedge funds and large institutions have $7.95B invested in Fomento Económico Mexicano in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 92 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 22

13% more capital invested

Capital invested by funds: $7.04B → $7.95B (+$916M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

11% more funds holding

Funds holding: 263293 (+30)

0.11% less ownership

Funds ownership: 3.43%3.32% (-0.11%)

12% less call options, than puts

Call options by funds: $8.37M | Put options by funds: $9.5M

16% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 109

Holders
293
Holders Change
+30
Holders Change %
+11.41%
% of All Funds
4.6%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
52
Increased
92
Reduced
109
Closed
22
Calls
$8.37M
Puts
$9.5M
Net Calls
-$1.13M
Net Calls Change
-$6.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
201
Franklin Resources
California
$391K -$252K -2,510 -42%
PCS
202
Personal CFO Solutions
New Jersey
$385K -$39.3K -391 -10%
CIM
203
Confluence Investment Management
Missouri
$381K
CG
204
Caprock Group
Idaho
$369K -$95.1K -946 -22%
FA
205
FDx Advisors
Illinois
$368K -$655K -6,513 -66%
CAN
206
Cetera Advisor Networks
California
$362K -$122K -1,218 -27%
HJIM
207
Henry James International Management
New York
$349K
PGFC
208
Peapack-Gladstone Financial Corp
New Jersey
$344K -$3.32K -33 -1%
S
209
SignatureFD
Georgia
$342K -$9.55K -95 -3%
Thrivent Financial for Lutherans
210
Thrivent Financial for Lutherans
Minnesota
$325K +$295K +2,934 New
BWM
211
Baron Wealth Management
Michigan
$305K +$5.53K +55 +2%
CHP
212
Cable Hill Partners
Oregon
$305K -$51.5K -512 -16%
Jane Street
213
Jane Street
New York
$301K -$19.9M -197,484 -99%
PAM
214
Panagora Asset Management
Massachusetts
$288K -$88.3K -878 -25%
RA
215
RFG Advisory
Alabama
$288K -$5.03K -50 -2%
PI
216
Putnam Investments
Massachusetts
$283K -$88.3K -878 -26%
HSA
217
HBK Sorce Advisory
Pennsylvania
$281K +$255K +2,535 New
TPCW
218
TD Private Client Wealth
New York
$275K -$13.3K -132 -5%
GT
219
Greenleaf Trust
Michigan
$265K
Janney Montgomery Scott
220
Janney Montgomery Scott
Pennsylvania
$262K -$1.06M -10,551 -82%
KAS
221
Kestra Advisory Services
Texas
$261K +$704 +7 +0.3%
Simplex Trading
222
Simplex Trading
Illinois
$258K +$234K +2,328 New
IAS
223
Insigneo Advisory Services
Florida
$252K +$229K +2,274 New
WI
224
WrapManager Inc
California
$246K +$223K +2,219 New
RRAM
225
River Road Asset Management
Kentucky
$243K +$220K +2,190 New

FMX Hedge Fund Activity: Q2 2023 in Review

293 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q2 2023, worth a combined $7.95B — up 13% from $7.04B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FMX positions and 22 closed out — a net gain of 30 holders — while 92 added to existing stakes and 109 trimmed.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $115M. The largest seller was Comgest Global Investors, cutting an estimated $56.5M.

  • 293 institutional investors held Fomento Económico Mexicano (FMX) as of Q2 2023, up from 263 in Q1 2023.
  • Funds reported $7.95B of Fomento Económico Mexicano stock for Q2 2023, up 13% quarter-over-quarter.
  • 52 funds opened new Fomento Económico Mexicano positions in Q2 2023 and 22 closed out, a net change of +30 holders.
  • The largest Fomento Económico Mexicano buyer in Q2 2023 was Baillie Gifford & Co, an estimated $115M added.
  • The largest Fomento Económico Mexicano seller in Q2 2023 was Comgest Global Investors, an estimated $56.5M sold.

Based on aggregated 13F filings for Q2 2023.