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Fomento Económico Mexicano
FMX

260 hedge funds and large institutions have $6.08B invested in Fomento Económico Mexicano in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 93 increasing their positions, 88 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more call options, than puts

Call options by funds: $308M | Put options by funds: $52.2M

128% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 18

28% more capital invested

Capital invested by funds: $4.74B → $6.08B (+$1.34B)

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

9% more funds holding

Funds holding: 239 → 260 (+21)

6% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 88

0.12% more ownership

Funds ownership: 3.49% → 3.62% (+0.12%)

Holders
260
Holders Change
+21
Holders Change %
+8.79%
% of All Funds
4.18%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.23%
New
41
Increased
93
Reduced
88
Closed
18
Calls
$308M
Puts
$52.2M
Net Calls
+$256M
Net Calls Change
+$72.8M

Top Buyers

1
SHCM
Sachem Head Capital Management
New York
+$122M
2
AP
Antipodes Partners
Australia
+$73.4M
3
DCM
Discovery Capital Management
Connecticut
+$55.5M
4
AGA
Altrinsic Global Advisors
Connecticut
+$42.8M
5
CFM
Coronation Fund Managers
South Africa
+$40.5M

Top Sellers

1
BlackRock
BlackRock
New York
-$60.9M
2
HL
Harding Loevner
New Jersey
-$50.5M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$44.9M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$33.5M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$30M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Eagle Investment Management
1
First Eagle Investment Management
New York
$859M +$11.9M +161,817 +1%
HL
2
Harding Loevner
New Jersey
$714M -$50.5M -686,009 -7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$389M -$6.68M -90,809 -2%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$337M +$7.26M +98,736 +2%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$268M -$33.5M -455,593 -12%
Aberdeen Group
6
Aberdeen Group
United Kingdom
$257M -$13.5M -183,139 -5%
CM
7
Corvex Management
New York
$197M +$16.2M +219,630 +10%
BlackRock
8
BlackRock
New York
$174M -$60.9M -827,608 -27%
CGI
9
Comgest Global Investors
France
$168M -$4M -54,376 -2%
N
10
Nuveen
North Carolina
$139M +$3.67M +49,885 +3%
TCIM
11
TOMS Capital Investment Management
New York
$139M +$19.5M +265,395 +18%
SHCM
12
Sachem Head Capital Management
New York
$130M +$122M +1,664,500 New
JP Morgan Chase
13
JP Morgan Chase
New York
$113M -$13.3M -181,380 -11%
IUHSA
14
Itau Unibanco Holding S.A.
Brazil
$102M -$18.9M -256,856 -16%
AGA
15
Altrinsic Global Advisors
Connecticut
$87.3M +$42.8M +582,198 +109%
BCIM
16
Black Creek Investment Management
Ontario, Canada
$82.1M -$29.8M -404,723 -28%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$82M +$506K +6,883 +0.7%
Goldman Sachs
18
Goldman Sachs
New York
$81.2M +$5.22M +71,009 +7%
AP
19
Antipodes Partners
Australia
$78.3M +$73.4M +997,825 +25,810%
Deutsche Bank
20
Deutsche Bank
Germany
$65.8M +$953K +12,954 +2%
Macquarie Group
21
Macquarie Group
Australia
$63.5M -$25.7K -350 -0%
DC
22
Dendur Capital
New York
$61M – – –
CFM
23
Coronation Fund Managers
South Africa
$59.6M +$40.5M +550,742 +260%
DCM
24
Discovery Capital Management
Connecticut
$58.9M +$55.5M +754,158 New
Morgan Stanley
25
Morgan Stanley
New York
$55.9M -$83.3K -1,132 -0.2%
1
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FMX Hedge Fund Activity: Q4 2022 in Review

260 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2022, worth a combined $6.08B — up 28% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FMX positions and 18 closed out — a net gain of 23 holders — while 93 added to existing stakes and 88 trimmed.

The largest buyer was Sachem Head Capital Management, opening a new position worth an estimated $122M. The largest seller was BlackRock, cutting an estimated $60.9M.

  • 260 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2022, up from 239 in Q3 2022.
  • Funds reported $6.08B of Fomento Económico Mexicano stock for Q4 2022, up 28% quarter-over-quarter.
  • 41 funds opened new Fomento Económico Mexicano positions in Q4 2022 and 18 closed out, a net change of +23 holders.
  • The largest Fomento Económico Mexicano buyer in Q4 2022 was Sachem Head Capital Management, an estimated $122M added.
  • The largest Fomento Económico Mexicano seller in Q4 2022 was BlackRock, an estimated $60.9M sold.

Based on aggregated 13F filings for Q4 2022.