Vault-13

FOMENTO ECONOMICO MEXICANO S FMX

SPON ADR UNITS · ADR · CUSIP 344419106 · ISIN US3444191064

310 institutional holders -20 vs Q1 2024
67,971,31968.0m shares reported held*
$7.3bnreported value*
37 new 80 added 139 reduced 56 sold out net sold ≈ $520.2m (-4.8m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $107.60. Options: 8 managers hold calls ($38.1m notional), 10 hold puts ($64.9m).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 239Q4 22: 260Q1 23: 264Q2 23: 295Q3 23: 310Q4 23: 335Q1 24: 330Q2 24: 310310Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022239
Q4 2022260
Q1 2023264
Q2 2023295
Q3 2023310
Q4 2023335
Q1 2024330
Q2 2024310

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 129 bought or addedQ4 22: 106 cut or sold outQ4 22Q1 23: 117 bought or addedQ1 23: 136 cut or sold outQ2 23: 141 bought or addedQ2 23: 132 cut or sold outQ2 23Q3 23: 147 bought or addedQ3 23: 132 cut or sold outQ4 23: 147 bought or addedQ4 23: 159 cut or sold outQ4 23Q1 24: 145 bought or addedQ1 24: 168 cut or sold outQ2 24: 117 bought or addedQ2 24: 195 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022129106
Q1 2023117136
Q2 2023141132
Q3 2023147132
Q4 2023147159
Q1 2024145168
Q2 2024117195

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100m$200m$300m$400mQ3 23 calls: $77.9mQ3 23 puts: $16.1mQ3 23P/C 0.21Q4 23 calls: $259.6mQ4 23 puts: $9.0mQ4 23P/C 0.03Q1 24 calls: $361.4mQ1 24 puts: $231.0mQ1 24P/C 0.64Q2 24 calls: $38.1mQ2 24 puts: $64.9mQ2 24P/C 1.70
Numbers
QuarterCallsPutsP/C
Q3 2023$77.9m$16.1m0.21
Q4 2023$259.6m$9.0m0.03
Q1 2024$361.4m$231.0m0.64
Q2 2024$38.1m$64.9m1.70

Biggest buyers

Harding Loevner LP Added +1,651,555+1.7m
SCHRODER INVESTMENT MANAGEMENT GROUP Added +432,181+432.2k
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Added +416,000+416.0k
BANK OF AMERICA CORP /DE/ Added +366,402+366.4k
PRICE T ROWE ASSOCIATES INC /MD/ Added +328,974+329.0k
MILLENNIUM MANAGEMENT LLC Added +189,632+189.6k
Employees Retirement System of Texas Added +184,000+184.0k
LA FINANCIERE DE L'ECHIQUIER Added +140,309+140.3k
BNP PARIBAS FINANCIAL MARKETS Added +127,403+127.4k
Black Creek Investment Management Inc. Added +121,800+121.8k

Biggest sellers

JPMORGAN CHASE & CO Reduced -1,619,256-1.6m
CITIGROUP INC Reduced -1,124,008-1.1m
TOMS Capital Investment Management LP Sold out -980,000-980.0k
Nuveen Asset Management, LLC Reduced -608,100-608.1k
FMR LLC Reduced -589,559-589.6k
Aberdeen Group plc Reduced -479,277-479.3k
MORGAN STANLEY Reduced -385,972-386.0k
BAILLIE GIFFORD & CO Reduced -297,772-297.8k
COMGEST GLOBAL INVESTORS S.A.S. Reduced -268,245-268.2k
Driehaus Capital Management LLC Sold out -243,332-243.3k

Biggest calls

JANE STREET GROUP, LLC Reduced $22.6m210.1k shares
UBS Group AG Reduced $5.9m54.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $4.6m42.8k shares
CITADEL ADVISORS LLC Reduced $3.5m32.9k shares
GOLDMAN SACHS GROUP INC New $1.3m12.0k shares
SIMPLEX TRADING, LLC Reduced $96.0k900 shares
GROUP ONE TRADING LLC Reduced $64.6k600 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

JANE STREET GROUP, LLC Added $49.2m457.0k shares
Walleye Trading LLC Reduced $9.3m86.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.8m16.3k shares
CITADEL ADVISORS LLC Reduced $1.3m12.3k shares
GTS SECURITIES LLC Added $1.2m10.9k shares
UBS Group AG Reduced $915.0k8.5k shares
Squarepoint Ops LLC Reduced $667.4k6.2k shares
Genus Capital Management Inc. New $530.3k4.9k shares
SIMPLEX TRADING, LLC Reduced $32.0k300 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
CASCADE INVESTMENT, L.L.C. 13D · may seek influence filed 2026-04-02 14.0% 27.9m 2026-04-02
BlackRock, Inc. 13G · institution new · filed 2026-07-30 7.0% new 138.9m 2026-07-30
First Eagle Investment Management, LLC 13G · institution filed 2025-02-12 6.0% 126.6m 2025-02-12
FMR LLC 13G · institution new · filed 2025-05-07 5.9% new 126.0m 2025-05-07

Insider purchases and sales in Q2 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q2 2024.

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 First Eagle Investment Management, LLC 2.33% of their portfolio NEW YORK, NY 9,581,3399.6m $1.0bn $1.0bn 2.33% Reduced -115.6k -115,628
2 Harding Loevner LP 4.06% of their portfolio Bridgewater, NJ 6,841,4446.8m $736.5m $736.5m 4.06% Added +1.7m +1,651,555
3 JPMORGAN CHASE & CO 0.03% of their portfolio NEW YORK, NY 6,691,0326.7m $720.3m $720.3m 0.03% Reduced -1.6m -1,619,256
4 ROYAL BANK OF CANADA 0.13% of their portfolio TORONTO, A6 4,826,6664.8m $519.6m $519.6m 0.13% Added +43.0k +42,995
5 BAILLIE GIFFORD & CO 0.33% of their portfolio EDINBURGH, X0 3,885,6823.9m $418.3m $418.3m 0.33% Reduced -297.8k -297,772
6 SCHRODER INVESTMENT MANAGEMENT GROUP 0.41% of their portfolio London, X0 3,491,1503.5m $375.8m $375.8m 0.41% Added +432.2k +432,181
7 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 3,032,7713.0m $326.5m $326.5m 0.03% Reduced -386.0k -385,972
8 Nuveen Asset Management, LLC 0.05% of their portfolio CHICAGO, IL 1,715,6341.7m $184.7m $184.7m 0.05% Reduced -608.1k -608,100
9 Allspring Global Investments Holdings, LLC 0.30% of their portfolio CHARLOTTE, NC 1,697,6591.7m $182.8m $182.8m 0.30% Reduced -147.7k -147,658
10 Aberdeen Group plc 0.34% of their portfolio EDINBURGH, X0 1,644,7291.6m $177.1m $177.1m 0.34% Reduced -479.3k -479,277
11 Itau Unibanco Holding S.A. 5.48% of their portfolio SAO PAULO, D5 1,289,2861.3m $134.0m $134.0m 5.48% Reduced -75.9k -75,881
12 HAWK RIDGE CAPITAL MANAGEMENT LP 4.39% of their portfolio LOS ANGELES, CA 947,386947.4k $102.0m $102.0m 4.39% Added +26.3k +26,341
13 ANTIPODES PARTNERS Ltd 3.57% of their portfolio ROYAL EXCHANGE, C3 913,752913.8k $98.4m $98.4m 3.57% Reduced -31.7k -31,739
14 Black Creek Investment Management Inc. 3.63% of their portfolio TORONTO, A6 906,798906.8k $97.6m $97.6m 3.63% Added +121.8k +121,800
15 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 877,019877.0k $94.4m $94.4m 0.01% Added +366.4k +366,402
16 MACQUARIE GROUP LTD 0.11% of their portfolio Sydney, NSW 2000, C3 853,208853.2k $91.8m $91.8m 0.11% Added +36.2k +36,170
17 SAMLYN CAPITAL, LLC 1.44% of their portfolio New York, NY 777,215777.2k $83.7m $83.7m 1.44% Reduced -91.1k -91,123
18 LA FINANCIERE DE L'ECHIQUIER 3.64% of their portfolio PARIS, I0 776,241776.2k $83.6m $83.6m 3.64% Added +140.3k +140,309
19 CITIGROUP INC 0.08% of their portfolio NEW YORK, NY 737,949737.9k $79.4m $79.4m 0.08% Reduced -1.1m -1,124,008
20 Perpetual Ltd 0.80% of their portfolio SYDNEY, NEW SOUTH WALES, C3 682,535682.5k $73.5m $73.5m 0.80% Added +109.8k +109,758
21 AXIOM INVESTORS LLC /DE 0.63% of their portfolio GREENWICH, CT 671,463671.5k $72.3m $72.3m 0.63% Reduced -30.2k -30,170
22 Robeco Institutional Asset Management B.V. 0.15% of their portfolio ROTTERDAM, P7 667,317667.3k $71.8m $71.8m 0.15% Reduced -170.8k -170,767
23 Amundi 0.02% of their portfolio Paris, I0 584,302584.3k $61.6m $61.6m 0.02% Added +2.1k +2,129
24 COMGEST GLOBAL INVESTORS S.A.S. 0.84% of their portfolio Paris, I0 567,528567.5k $61.1m $61.1m 0.84% Reduced -268.2k -268,245
25 SEI INVESTMENTS CO 0.08% of their portfolio OAKS, PA 494,914494.9k $53.3m $53.3m 0.08% Reduced -39.7k -39,678
26 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.15% of their portfolio TORONTO, A6 472,200472.2k $50.8m $50.8m 0.15% Added +416.0k +416,000
27 Employees Retirement System of Texas 0.48% of their portfolio AUSTIN, TX 471,096471.1k $50.7m $50.7m 0.48% Added +184.0k +184,000
28 FMR LLC 0.00% of their portfolio BOSTON, MA 467,045467.0k $50.3m $50.3m 0.00% Reduced -589.6k -589,559
29 ALTRINSIC GLOBAL ADVISORS LLC 2.21% of their portfolio Stamford, CT 460,553460.6k $49.6m $49.6m 2.21% Reduced -95.2k -95,210
30 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 416,772416.8k $44.9m $44.9m 0.01% Added +329.0k +328,974
31 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 405,586405.6k $43.7m $43.7m 0.01% Added +12.0k +12,018
32 Corvex Management LP 2.06% of their portfolio NEW YORK, NY 405,150405.1k $43.6m $43.6m 2.06% Added +86.0k +86,000
33 USS Investment Management Ltd 0.34% of their portfolio London, X0 393,282393.3k $42.3m $42.3m 0.34% Unchanged
34 LAZARD ASSET MANAGEMENT LLC 0.05% of their portfolio NEW YORK, NY 349,639349.6k $37.6m $37.6m 0.05% Reduced -38.8k -38,760
35 Northcape Capital Pty Ltd 5.49% of their portfolio SYDNEY, C3 343,044343.0k $36.9m $36.9m 5.49% Added +7.6k +7,638
36 Sustainable Growth Advisers, LP 0.16% of their portfolio STAMFORD, CT 328,535328.5k $35.4m $35.4m 0.16% Reduced -107.4k -107,371
37 BlackRock Inc. 0.00% of their portfolio New York, NY 314,601314.6k $33.9m $33.9m 0.00% Reduced -126.3k -126,267
38 Saraza Management, LP 10.82% of their portfolio NEW YORK, NY 302,000302.0k $32.5m $32.5m 10.82% Reduced -43.0k -43,000
39 Carrhae Capital LLP 5.31% of their portfolio London, X0 301,496301.5k $32.5m $32.5m 5.31% Added +95.1k +95,126
40 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 286,289286.3k $30.8m $30.8m 0.01% Reduced -27.9k -27,937
41 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 285,182285.2k $30.7m $30.7m 0.01% Reduced -2.2k -2,208
42 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 284,216284.2k $30.6m $30.6m 0.02% Reduced -5.9k -5,944
43 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 260,476260.5k $28.0m $28.0m 0.01% Added +1.8k +1,773
44 CIBC Private Wealth Group LLC 0.05% of their portfolio ATLANTA, GA 259,492259.5k $28.5m $28.5m 0.05% Added +5.0k +4,951
45 Coronation Fund Managers Ltd. 1.54% of their portfolio Cape Town, T3 248,643248.6k $26.8m $26.8m 1.54% Added +69.6k +69,613
46 Cook & Bynum Capital Management, LLC 20.32% of their portfolio Birmingham, AL 248,007248.0k $26.7m $26.7m 20.32% Unchanged
47 GABELLI FUNDS LLC 0.18% of their portfolio Rye, NY 226,200226.2k $24.4m $24.4m 0.18% Reduced -1.5k -1,500
48 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 222,464222.5k $23.9m $23.9m 0.02% Added +189.6k +189,632
49 UBS Group AG 0.01% of their portfolio ZURICH, V8 217,281217.3k $23.4m $23.4m 0.01% Added +23.1k +23,068
50 NATIONAL BANK OF CANADA /FI/ 0.04% of their portfolio MONTREAL, A8 216,766216.8k $23.5m $23.5m 0.04% Added +101.5k +101,500
51 INCA Investments LLC 9.57% of their portfolio MIAMI, FL 210,151210.2k $22.6m $22.6m 9.57% Reduced -25.4k -25,410
52 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 190,078190.1k $20.5m $20.5m 0.00% Added +36.4k +36,397
53 State of New Jersey Common Pension Fund D 0.09% of their portfolio TRENTON, NJ 183,798183.8k $19.8m $19.8m 0.09% Reduced -61.7k -61,702
54 CIDEL ASSET MANAGEMENT INC 1.39% of their portfolio TORONTO, A6 167,366167.4k $18.0m $18.0m 1.39% Reduced -893 -893
55 BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio PARIS, I0 157,118157.1k $16.9m $16.9m 0.02% Added +127.4k +127,403
56 CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio TORONTO ONTARIO, A6 146,600146.6k $15.8m $15.8m 0.02% Added +108.0k +108,000
57 STRS OHIO 0.06% of their portfolio COLUMBUS, OH 140,000140.0k $15.1m $15.1m 0.06% Unchanged
58 Russell Investments Group, Ltd. 0.02% of their portfolio Seattle, WA 130,142130.1k $13.9m $13.9m 0.02% Added +11.6k +11,624
59 Qube Research & Technologies Ltd 0.02% of their portfolio LONDON, X0 105,146105.1k $11.3m $11.3m 0.02% Added +48.8k +48,809
60 GAMCO INVESTORS, INC. ET AL 0.12% of their portfolio GREENWICH, CT 104,726104.7k $11.3m $11.3m 0.12% Added +13 +13
61 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 102,529102.5k $11.0m $11.0m 0.00% Reduced -389 -389
62 LEVIN CAPITAL STRATEGIES, L.P. 1.09% of their portfolio NEW YORK, NY 95,59095.6k $10.3m $10.3m 1.09% Reduced -4.4k -4,393
63 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio BOSTON, MA 92,03792.0k $9.9m $9.9m 0.01% Reduced -75.1k -75,060
64 BARINGS LLC 0.23% of their portfolio CHARLOTTE, NC 86,89386.9k $9.4m $9.4m 0.23% Added +4.6k +4,557
65 Janney Capital Management LLC 0.66% of their portfolio PITTSBURGH, PA 86,63186.6k $9.3m $9.3m 0.66% Reduced -283 -283
66 Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio VANCOUVER, A1 85,31885.3k $9.2m $9.2m 0.04% Added +22.6k +22,639
67 ABS Direct Equity Fund LLC 10.16% of their portfolio Stamford, CT 84,00084.0k $9.0m $9.0m 10.16% Added +12.8k +12,800
68 B. Metzler seel. Sohn & Co. AG 0.08% of their portfolio FRANKFURT, 2M 75,36575.4k $8.1m $8.1m 0.08% Added +33.8k +33,846
69 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 69,98770.0k $7.5m $7.5m 0.01% Added +5.5k +5,460
70 Sarasin & Partners LLP 0.06% of their portfolio London, X0 66,07766.1k $7.1m $7.1m 0.06% Reduced -119.3k -119,276
71 Walleye Trading LLC 0.13% of their portfolio NEW YORK, NY 60,95761.0k $6.6m $6.6m 0.13% New
72 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 59,99360.0k $6.5m $6.5m 0.01% Added +50.9k +50,929
73 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 58,73258.7k $6.3m $6.3m 0.01% Reduced -793 -793
74 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 54,92254.9k $5.9m $5.9m 0.00% Reduced -6.1k -6,100
75 RENAISSANCE GROUP LLC 0.23% of their portfolio Covington, KY 53,90453.9k $5.8m $5.8m 0.23% Reduced -1.8k -1,833
76 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 50,24750.2k $5.4m $5.4m 0.00% Reduced -951 -951
77 OPPENHEIMER ASSET MANAGEMENT INC. 0.07% of their portfolio NEW YORK, NY 49,06349.1k $5.3m $5.3m 0.07% Reduced -602 -602
78 JARISLOWSKY, FRASER Ltd 0.03% of their portfolio MONTREAL, A8 46,49746.5k $5.0m $5.0m 0.03% Reduced -10.6k -10,550
79 ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio Boston, MA 46,01646.0k $4.9m $4.9m 0.02% Reduced -97.4k -97,386
80 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 44,03644.0k $4.7m $4.7m 0.01% Added +26.9k +26,934
81 Portland Global Advisors LLC 0.64% of their portfolio PORTLAND, ME 43,97444.0k $4.7m $4.7m 0.64% Added +3.1k +3,129
82 Baker Ellis Asset Management LLC 0.70% of their portfolio Vancouver, WA 43,44643.4k $4.7m $4.7m 0.70% Added +140 +140
83 MMBG INVESTMENT ADVISORS CO. 0.48% of their portfolio MIAMI, FL 41,72341.7k $4.5m $4.5m 0.48% Unchanged
84 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 40,50340.5k $4.4m $4.4m 0.00% Reduced -96.5k -96,481
85 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.04% of their portfolio Stamford, CT 39,93139.9k $4.3m $4.3m 0.04% Reduced -4.2k -4,243
86 MCKINLEY CAPITAL MANAGEMENT LLC 0.72% of their portfolio ANCHORAGE, AK 38,29638.3k $4.1m $4.1m 0.72% Reduced -4.2k -4,196
87 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.16% of their portfolio RICHMOND, VA 36,80336.8k $4.0m $4.0m 0.16% Reduced -351 -351
88 MARATHON CAPITAL MANAGEMENT 0.95% of their portfolio Hunt Valley, MD 34,49534.5k $3.7m $3.7m 0.95% New
89 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 32,16832.2k $3.5m $3.5m 0.00% Reduced -1.1k -1,067
90 FIFTH THIRD BANCORP 0.01% of their portfolio CINCINNATI, OH 32,09532.1k $3.5m $3.5m 0.01% Reduced -3.0k -2,974
91 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 30,43130.4k $3.3m $3.3m 0.01% New
92 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 29,72829.7k $3.2m $3.2m 0.00% New
93 Solstein Capital, LLC 1.99% of their portfolio Menlo Park, CA 28,37228.4k $3.1m $3.1m 1.99% Unchanged
94 MANNING & NAPIER ADVISORS LLC 0.03% of their portfolio Fairport, NY 27,80827.8k $3.0m $3.0m 0.03% First filing
95 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 27,28527.3k $3.0m $3.0m 0.00% Added +729 +729
96 Moran Wealth Management, LLC 0.09% of their portfolio NAPLES, FL 25,73525.7k $2.8m $2.8m 0.09% Added +212 +212
97 Madison Asset Management, LLC 0.03% of their portfolio MADISON, WI 25,06025.1k $2.7m $2.7m 0.03% Added +4.7k +4,735
98 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 24,57124.6k $2.6m $2.6m 0.00% Reduced -2.9k -2,910
99 KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 2.30% of their portfolio IRVINE, CA 24,10524.1k $2.6m $2.6m 2.30% Added +5.5k +5,505
100 Ruffer LLP 0.11% of their portfolio LONDON, X0 24,00024.0k $2.6m $2.6m 0.11% Reduced -3.0k -3,000