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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
PS
201
Principal Securities
Iowa
$601K +$548K +4,609 New
Pathstone Holdings
202
Pathstone Holdings
New Jersey
$582K +$531K +4,464 New
Corient Private Wealth
203
Corient Private Wealth
Florida
$575K +$94.7K +796 +22%
SWM
204
Spire Wealth Management
Virginia
$564K +$502K +4,222 New
WT
205
Whittier Trust
California
$556K +$135K +1,137 +36%
SI
206
Stephens Inc
Arkansas
$551K +$17.1K +144 +4%
FTDI
207
First Trust Direct Indexing
Massachusetts
$536K -$5.35K -45 -1%
PFS
208
Prospera Financial Services
Texas
$534K -$28.2K -237 -5%
CG
209
Caprock Group
Idaho
$523K +$36K +303 +8%
PM
210
Phraction Management
Connecticut
$513K
AFG
211
Atomi Financial Group
New York
$500K +$456K +3,836 New
PPFA
212
Provida Pension Fund Administrator
Chile
$494K
CGA
213
Channing Global Advisors
Florida
$483K
WA
214
Wealth Alliance
New York
$476K -$9.16K -77 -2%
YCM
215
Yousif Capital Management
Michigan
$471K
TWC
216
TD Waterhouse Canada
Ontario, Canada
$448K -$11.5K -97 -3%
LNWWM
217
Laird Norton Wetherby Wealth Management
California
$415K -$36.2K -304 -9%
CIM
218
Confluence Investment Management
Missouri
$413K
Franklin Resources
219
Franklin Resources
California
$409K -$13.7K -115 -4%
S
220
SignatureFD
Georgia
$406K -$119 -1 -0%
CAN
221
Cetera Advisor Networks
California
$406K -$20.6K -173 -5%
PCS
222
Personal CFO Solutions
New Jersey
$395K -$24.9K -209 -6%
PAS
223
Park Avenue Securities
New York
$389K -$51.3K -431 -13%
Thrivent Financial for Lutherans
224
Thrivent Financial for Lutherans
Minnesota
$382K
CCIA
225
Campbell & Co Investment Adviser
Maryland
$377K +$345K +2,896 New

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.