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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
Pathstone Holdings
201
Pathstone Holdings
New Jersey
$571K -$10.8K -83 -2%
PFS
202
Prospera Financial Services
Texas
$556K +$22.1K +169 +4%
GCM
203
Genus Capital Management
British Columbia, Canada
$551K +$552K +4,226 New
CG
204
Caprock Group
Idaho
$531K +$8.75K +67 +2%
HighTower Advisors
205
HighTower Advisors
Illinois
$516K -$320K -2,447 -38%
OC
206
Oppenheimer & Co
New York
$515K -$636K -4,869 -55%
PM
207
Phraction Management
Connecticut
$512K
PPFA
208
Provida Pension Fund Administrator
Chile
$494K
CGA
209
Channing Global Advisors
Florida
$483K
AFG
210
Atomi Financial Group
New York
$481K -$18.5K -142 -4%
YCM
211
Yousif Capital Management
Michigan
$471K
TWC
212
TD Waterhouse Canada
Ontario, Canada
$460K +$5.49K +42 +1%
Cetera Investment Advisers
213
Cetera Investment Advisers
Illinois
$460K +$461K +3,528 New
Franklin Resources
214
Franklin Resources
California
$442K +$33.7K +258 +8%
WA
215
Wealth Alliance
New York
$438K -$38.1K -292 -8%
LNWWM
216
Laird Norton Wetherby Wealth Management
California
$418K +$3.66K +28 +0.9%
PS
217
Principal Securities
Iowa
$411K -$190K -1,456 -32%
S
218
SignatureFD
Georgia
$401K -$4.7K -36 -1%
CIM
219
Confluence Investment Management
Missouri
$401K -$11.9K -91 -3%
PCS
220
Personal CFO Solutions
New Jersey
$388K -$6.14K -47 -2%
PAS
221
Park Avenue Securities
New York
$369K -$20.2K -155 -5%
Osaic Holdings
222
Osaic Holdings
Arizona
$369K -$896K -6,862 -71%
CAN
223
Cetera Advisor Networks
California
$366K -$39.7K -304 -10%
BWM
224
Baron Wealth Management
Michigan
$362K
PGFC
225
Peapack-Gladstone Financial Corp
New Jersey
$361K +$14.6K +112 +4%

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.