FOMENTO ECONOMICO MEXICANO S FMX
SPON ADR UNITS · ADR · CUSIP 344419106 · ISIN US3444191064
- SectorConsumer staples
- IndustryBottled & Canned Soft Drinks & Carbonated Waters
- FilingsSEC EDGAR
* 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 ($13.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $102.61. Options: 4 managers hold calls ($10.7m notional), 6 hold puts ($15.1m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 239 |
| Q4 2022 | 260 |
| Q1 2023 | 264 |
| Q2 2023 | 295 |
| Q3 2023 | 310 |
| Q4 2023 | 335 |
| Q1 2024 | 330 |
| Q2 2024 | 310 |
| Q3 2024 | 315 |
| Q4 2024 | 290 |
| Q1 2025 | 277 |
| Q2 2025 | 285 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 147 | 132 |
| Q4 2023 | 147 | 159 |
| Q1 2024 | 145 | 168 |
| Q2 2024 | 117 | 195 |
| Q3 2024 | 130 | 149 |
| Q4 2024 | 107 | 181 |
| Q1 2025 | 132 | 125 |
| Q2 2025 | 143 | 108 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $10.1m | $10.6m | 1.05 |
| Q4 2024 | $6.8m | $4.2m | 0.61 |
| Q1 2025 | $10.5m | $8.0m | 0.76 |
| Q2 2025 | $10.7m | $15.1m | 1.41 |
Biggest buyers
| ROYAL BANK OF CANADA | Added | +6.0m |
| GQG Partners LLC | New | +3.8m |
| CITIGROUP INC | Added | +1.3m |
| AQR CAPITAL MANAGEMENT LLC | Added | +710.0k |
| ALTRINSIC GLOBAL ADVISORS LLC | Added | +324.8k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +167.2k |
| INCA Investments LLC | Added | +141.4k |
| LAZARD ASSET MANAGEMENT LLC | Added | +138.0k |
| Driehaus Capital Management LLC | New | +126.2k |
| Aberdeen Group plc | Added | +112.8k |
Biggest sellers
| HAWK RIDGE CAPITAL MANAGEMENT LP | Sold out | -1.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -818.2k |
| Talaria Asset Management Pty Ltd | Sold out | -544.6k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -502.8k |
| Itau Unibanco Holding S.A. | Reduced | -498.1k |
| FMR LLC | Reduced | -443.8k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -234.5k |
| BlackRock, Inc. | Reduced | -227.5k |
| Harding Loevner LP | Reduced | -220.4k |
| JPMORGAN CHASE & CO | Reduced | -190.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.8m55.9k shares |
| UBS Group AG | Added | $4.9m47.4k shares |
| Walleye Trading LLC | New | $103.0k1.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $11.3m110.2k shares |
| IMC-Chicago, LLC | New | $1.7m16.5k shares |
| PEAK6 LLC | Added | $926.8k9.0k shares |
| SIMPLEX TRADING, LLC | Added | $783.0k8.5k shares |
| Walleye Trading LLC | Reduced | $391.3k3.8k 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.
| Holder | Stake |
|---|---|
| CASCADE INVESTMENT, L.L.C. 13D · may seek influence filed 2026-04-02 | 14.0% |
| BlackRock, Inc. 13G · institution new · filed 2026-07-30 | 7.0% |
| First Eagle Investment Management, LLC 13G · institution filed 2025-02-12 | 6.0% |
| FMR LLC 13G · institution new · filed 2025-05-07 | 5.9% |
Insider purchases and sales in Q2 2025
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 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| First Eagle Investment Management, LLC 2.58% of their portfolio | 12.5m $1.3bn | Reduced -131.6k |
| ROYAL BANK OF CANADA 0.11% of their portfolio | 11.4m $1.2bn | Added +6.0m |
| Harding Loevner LP 3.75% of their portfolio | 5.4m $556.9m | Reduced -220.4k |
| BAILLIE GIFFORD & CO 0.33% of their portfolio | 4.3m $438.4m | Reduced -11.3k |
| GQG Partners LLC 0.55% of their portfolio | 3.8m $387.2m | New |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.33% of their portfolio | 3.8m $386.8m | Reduced -502.8k |
| Nuveen, LLC 0.10% of their portfolio | 3.3m $344.9m | Reduced -37.4k |
| FMR LLC 0.02% of their portfolio | 2.9m $301.9m | Reduced -443.8k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 2.3m $241.4m | Reduced -190.5k |
| CITIGROUP INC 0.12% of their portfolio | 1.7m $176.6m | Added +1.3m |
| MORGAN STANLEY 0.01% of their portfolio | 1.2m $126.7m | Reduced -175.5k |
| Aberdeen Group plc 0.20% of their portfolio | 1.2m $119.4m | Added +112.8k |
| ALTRINSIC GLOBAL ADVISORS LLC 3.52% of their portfolio | 944.8k $97.3m | Added +324.8k |
| ANTIPODES PARTNERS Ltd 2.95% of their portfolio | 922.8k $95.0m | Added +3.1k |
| Perpetual Ltd 1.11% of their portfolio | 916.9k $94.4m | Reduced -60.5k |
| Robeco Institutional Asset Management B.V. 0.14% of their portfolio | 848.3k $87.4m | Added +15.0k |
| MACQUARIE GROUP LTD 0.10% of their portfolio | 808.1k $83.2m | Reduced -4.2k |
| Black Creek Investment Management Inc. 3.82% of their portfolio | 803.2k $82.7m | Reduced -188.0k |
| AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 716.0k $73.2m | Added +710.0k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 625.7k $64.4m | Added +76.5k |
| Invesco Ltd. 0.01% of their portfolio | 623.8k $64.2m | Added +111.1k |
| LAZARD ASSET MANAGEMENT LLC 0.09% of their portfolio | 615.7k $63.4m | Added +138.0k |
| Itau Unibanco Holding S.A. 1.32% of their portfolio | 613.9k $34.8m | Reduced -498.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 607.3k $62.5m | Reduced -78.9k |
| Ninety One UK Ltd 0.14% of their portfolio | 596.7k $61.4m | Reduced -23.8k |
| Amundi 0.02% of their portfolio | 594.4k $63.1m | Added +32.9k |
| ACADIAN ASSET MANAGEMENT LLC 0.12% of their portfolio | 550.9k $56.7m | Added +167.2k |
| BlackRock, Inc. 0.00% of their portfolio | 548.3k $56.5m | Reduced -227.5k |
| Employees Retirement System of Texas 0.40% of their portfolio | 480.4k $49.5m | Reduced -3.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 457.9k $47.2m | Reduced -4.4k |
| LBP AM SA 0.62% of their portfolio | 424.5k $43.7m | Reduced -179.9k |
| CIBC Private Wealth Group LLC 0.07% of their portfolio | 393.3k $40.5m | Added +14.9k |
| Northcape Capital Pty Ltd 4.73% of their portfolio | 360.9k $37.2m | First filing |
| UBS Group AG 0.01% of their portfolio | 348.8k $35.9m | Reduced -101.5k |
| USS Investment Management Ltd 0.21% of their portfolio | 319.2k $32.9m | Added +44.0k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 304.9k $31.4m | Added +47.4k |
| STRS OHIO 0.11% of their portfolio | 294.3k $30.3m | Unchanged |
| COMGEST GLOBAL INVESTORS S.A.S. 0.51% of their portfolio | 289.4k $29.8m | Reduced -123.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 278.0k $28.6m | Added +11.7k |
| INCA Investments LLC 10.99% of their portfolio | 274.8k $28.3m | Added +141.4k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 263.8k $27.2m | Reduced -15.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 256.0k $26.4m | Added +23.1k |
| Sustainable Growth Advisers, LP 0.12% of their portfolio | 234.8k $24.2m | Reduced -35.6k |
| Cook & Bynum Capital Management, LLC 18.84% of their portfolio | 233.4k $23.8m | Unchanged |
| Ninety One North America, Inc. 1.12% of their portfolio | 222.0k $22.9m | Reduced -18.4k |
| GABELLI FUNDS LLC 0.15% of their portfolio | 208.5k $21.5m | Reduced -14.6k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.07% of their portfolio | 207.4k $21.4m | Reduced -20.5k |
| State of New Jersey Common Pension Fund D 0.08% of their portfolio | 189.7k $19.5m | Reduced -3.4k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 188.2k $19.4m | Reduced -8.2k |
| BARCLAYS PLC 0.01% of their portfolio | 137.1k $14.1m | Added +25.4k |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 126.2k $13.0m | Added +66.0k |
| Driehaus Capital Management LLC 0.10% of their portfolio | 126.2k $13.0m | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio | 114.4k $11.8m | Added +10.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 110.7k $11.4m | Added +136 |
| Holocene Advisors, LP 0.03% of their portfolio | 106.1k $10.9m | New |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 100.7k $10.3m | Added +29.8k |
| Value Partners Investments Inc. 0.77% of their portfolio | 95.7k $9.9m | Added +109 |
| GAMCO INVESTORS, INC. ET AL 0.09% of their portfolio | 90.5k $9.3m | Reduced -5.2k |
| Medina Value Partners, LLC 2.48% of their portfolio | 88.0k $9.1m | Reduced -89.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 81.0k $8.3m | Reduced -818.2k |
| Janney Capital Management LLC 0.54% of their portfolio | 81.0k $8.3m | Reduced -1.4k |
| EXCHANGE TRADED CONCEPTS, LLC 0.11% of their portfolio | 80.0k $8.2m | Added +48.5k |
| B. Metzler seel. Sohn & Co. AG 0.08% of their portfolio | 76.9k $7.9m | Reduced -5.4k |
| BARINGS LLC 0.17% of their portfolio | 72.6k $7.5m | Added +17.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 67.2k $6.9m | Reduced -234.5k |
| ABS Direct Equity Fund LLC 10.74% of their portfolio | 65.6k $6.8m | Added +1.7k |
| US BANCORP \DE\ 0.01% of their portfolio | 62.4k $6.4m | Reduced -2.7k |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 60.6k $6.2m | Reduced -2.5k |
| JARISLOWSKY, FRASER Ltd 0.03% of their portfolio | 56.5k $5.8m | Reduced -77 |
| Vontobel Holding Ltd. 0.02% of their portfolio | 49.7k $5.1m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 47.1k $4.8m | Added +21.5k |
| VANGUARD GROUP INC 0.00% of their portfolio | 46.0k $4.7m | Added +8.8k |
| RENAISSANCE GROUP LLC 0.18% of their portfolio | 45.7k $4.7m | Added +89 |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.05% of their portfolio | 44.7k $4.6m | Reduced -264 |
| MMBG INVESTMENT ADVISORS CO. 0.44% of their portfolio | 43.2k $4.5m | Added +1.5k |
| Crossmark Global Holdings, Inc. 0.07% of their portfolio | 40.7k $4.2m | Added +14.4k |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 2.78% of their portfolio | 40.4k $4.2m | Added +2.4k |
| Baker Ellis Asset Management LLC 0.57% of their portfolio | 40.0k $4.1m | Reduced -598 |
| Portland Global Advisors LLC 0.47% of their portfolio | 38.4k $4.0m | Reduced -955 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 37.0k $3.8m | Added +18.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 35.9k $3.7m | Added +21.4k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 35.6k $3.7m | Reduced -17.3k |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 0.80% of their portfolio | 33.7k $3.5m | New |
| CARY STREET PARTNERS FINANCIAL LLC 0.09% of their portfolio | 32.8k $3.4m | Reduced -1 |
| Solstein Capital, LLC 1.55% of their portfolio | 29.3k $3.0m | Added +880 |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 28.2k $2.9m | Added +538 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 27.2k $2.8m | New |
| MANNING & NAPIER ADVISORS LLC 0.03% of their portfolio | 26.6k $2.7m | Added +68 |
| FIFTH THIRD BANCORP 0.01% of their portfolio | 26.0k $2.7m | Reduced -455 |
| Ramirez Asset Management, Inc. 0.40% of their portfolio | 25.8k $2.7m | Added +46 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 25.8k $2.7m | Reduced -418 |
| Mariner, LLC 0.00% of their portfolio | 24.4k $2.5m | Added +1.9k |
| NOMURA HOLDINGS INC 0.02% of their portfolio | 23.9k $2.5m | Added +9.1k |
| DAVENPORT & Co LLC 0.01% of their portfolio | 23.2k $2.4m | Added +1.4k |
| LPL Financial LLC 0.00% of their portfolio | 20.8k $2.1m | Added +3.2k |
| Sarasin & Partners LLP 0.02% of their portfolio | 20.0k $2.1m | Unchanged |
| FLOSSBACH VON STORCH SE 0.01% of their portfolio | 20.0k $2.1m | Reduced -2.5k |
| KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio | 18.6k $1.9m | Reduced -132 |
| XTX Topco Ltd 0.08% of their portfolio | 18.6k $1.9m | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio | 18.5k $1.9m | Added +187 |