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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
First Eagle Investment Management
1
First Eagle Investment Management
New York
$1.3B -$105M -883,680 -8%
HL
2
Harding Loevner
New Jersey
$983M -$33.8M -283,731 -4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$631M +$5.41M +45,444 +0.9%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$500M +$160M +1,343,165 +54%
JP Morgan Chase
5
JP Morgan Chase
New York
$477M +$211M +1,776,151 +94%
N
6
Nuveen
North Carolina
$341M -$33.4M -280,688 -10%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$337M +$11.2M +94,199 +4%
Aberdeen Group
8
Aberdeen Group
United Kingdom
$316M -$37.9M -318,364 -12%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$276M -$62.8M -527,750 -20%
IUHSA
10
Itau Unibanco Holding S.A.
Brazil
$250M +$94.3M +792,533 +65%
Morgan Stanley
11
Morgan Stanley
New York
$211M +$92.6M +777,951 +92%
TCIM
12
TOMS Capital Investment Management
New York
$210M +$27.4M +230,573 +17%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$141M +$26.5M +222,862 +26%
CGI
14
Comgest Global Investors
France
$138M -$12.1M -101,480 -9%
Robeco Institutional Asset Management
15
Robeco Institutional Asset Management
Netherlands
$115M +$17.8M +149,929 +20%
Macquarie Group
16
Macquarie Group
Australia
$108M -$361K -3,031 -0.4%
AP
17
Antipodes Partners
Australia
$103M -$38.5M -323,770 -29%
BCIM
18
Black Creek Investment Management
Ontario, Canada
$101M +$164K +1,376 +0.2%
CM
19
Corvex Management
New York
$101M -$12.6M -105,519 -12%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$95M -$14.7M -123,933 -15%
SC
21
Samlyn Capital
New York
$91.7M +$48.3M +406,358 +137%
AI
22
Axiom Investors
Connecticut
$89.9M +$2.1M +17,659 +3%
SEI Investments
23
SEI Investments
Pennsylvania
$87.5M -$11.8M -98,801 -13%
WCM Investment Management
24
WCM Investment Management
California
$83M -$11.5M -96,679 -13%
HRCM
25
Hawk Ridge Capital Management
California
$79.9M +$72.9M +612,595 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.