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Fomento Económico Mexicano

307 hedge funds and large institutions have $6.96B invested in Fomento Económico Mexicano in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 81 increasing their positions, 138 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.11% less ownership

Funds ownership: 3.12%3.01% (-0.11%)

7% less funds holding

Funds holding: 329307 (-22)

20% less capital invested

Capital invested by funds: $8.71B → $6.96B (-$1.76B)

29% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 55

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

41% less call options, than puts

Call options by funds: $38.1M | Put options by funds: $64.9M

41% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 138

Holders
307
Holders Change
-22
Holders Change %
-6.69%
% of All Funds
4.43%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
39
Increased
81
Reduced
138
Closed
55
Calls
$38.1M
Puts
$64.9M
Net Calls
-$26.8M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
201
Wealth Alliance
New York
$378K +$17.2K +147 +4%
YCM
202
Yousif Capital Management
Michigan
$362K -$29.2K -250 -7%
CG
203
Compass Group
New York
$344K -$561K -4,800 -60%
S
204
SignatureFD
Georgia
$338K +$6.55K +56 +2%
LNWWM
205
Laird Norton Wetherby Wealth Management
California
$335K -$11.8K -101 -3%
CIM
206
Confluence Investment Management
Missouri
$327K -$4.44K -38 -1%
PAS
207
Park Avenue Securities
New York
$310K +$6.2K +53 +2%
SG Americas Securities
208
SG Americas Securities
New York
$308K +$135K +1,151 +67%
BWM
209
Baron Wealth Management
Michigan
$299K
SL
210
Summitry LLC
California
$294K +$79.8K +682 +33%
PGFC
211
Peapack-Gladstone Financial Corp
New Jersey
$288K -$11.3K -97 -3%
Janney Montgomery Scott
212
Janney Montgomery Scott
Pennsylvania
$284K -$6.2K -53 -2%
KAS
213
Kestra Advisory Services
Texas
$278K +$47.3K +404 +19%
Victory Capital Management
214
Victory Capital Management
Texas
$274K -$28.4M -243,236 -99%
FRM
215
Fox Run Management
Connecticut
$273K +$296K +2,533 New
RA
216
RFG Advisory
Alabama
$272K
HF
217
HRT Financial
New York
$269K +$292K +2,499 New
GT
218
Greenleaf Trust
Michigan
$258K -$1.05K -9 -0.4%
DAS
219
Diversify Advisory Services
Utah
$249K -$470K -4,020 -64%
WTC
220
WhitTier Trust Company
Nevada
$245K +$52.5K +449 +25%
FCG
221
Fielder Capital Group
Tennessee
$242K +$263K +2,251 New
Mirae Asset Global Investments
222
Mirae Asset Global Investments
South Korea
$228K +$251K +2,147 New
S
223
SimplyRich
California
$224K
PWPS
224
Pinnacle Wealth Planning Services
Ohio
$220K -$351 -3 -0.1%
Osaic Holdings
225
Osaic Holdings
Arizona
$219K -$93.7K -801 -28%