Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FOMENTO ECONOMICO MEXICANO S (FMX)

290 + Investors. Track Smart Money conviction in FMX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — FMX

Based on 283 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FMX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
283 funds currently hold this stock — 92% of the 3.0-year high of 308 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding FMX is almost the same as a year ago (+7 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 59% buying

160 buying112 selling
Last quarter: 160 funds bought or added vs 112 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new FMX position: 30 → 35 → 34 → 43. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
188 out of 283 hedge funds have held FMX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

30 → 30 → 35 → 34 → 43 new funds/Q
New funds entering each quarter: 30 → 35 → 34 → 43. A growing number of institutions are discovering FMX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 10% 1-2yr ■ 18% new
Of 290 current holders: 208 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
31 of 283 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: FMX

How many hedge funds hold FMX — quarterly history vs. share price
Quarterly hedge fund ownership of FMX vs. share price

Market Analysis: FMX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FMX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 6 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: FMX
2026 Q1 Stats Unlock in 10 days 290 + Investors

Track Smart Money conviction in FMX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 290 273 6.23%
13F Shares 63M 63M -1.33%
Total Value $6.26B $6.19B 1.17%
New Positions 46 34 +12
Increased Positions 121 99 +22
Closed Positions 29 38 -9
Reduced Positions 90 105 -15
Total Calls 4 5 -20.0%
Total Puts 5 2 150.0%
PUT/CALL Ratio 1.25 0.4 Bearish

Statistics: FMX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

290 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FMX. Verified SEC 13F-HR filings.

Top 25 institutional holders of FMX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fundamenta Capital S.A. 8.00% 83,841 $9.3M
2 Northcape Capital Pty Ltd 6.33% 494,108 $54.9M
3 INCA Investments LLC 4.34% 110,104 $12.2M
4 Templeton & Phillips Capital Management, LLC 2.46% 27,200 $3.0M
5 KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 2.46% 40,031 $4.4M
6 ANTIPODES PARTNERS Ltd 2.13% 996,560 $110.7M
7 MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 1.42% 31,465 $3.5M
8 Value Partners Investments Inc. 1.16% 137,109 $15.2M
9 LBP AM SA 0.63% 414,582 $46.0M
10 Baker Ellis Asset Management LLC 0.48% 36,067 $4.0M
11 MMBG INVESTMENT ADVISORS CO. 0.44% 43,578 $4.8M
12 BAILLIE GIFFORD & CO 0.34% 3,037,796 $337.4M
13 EXCHANGE TRADED CONCEPTS, LLC 0.30% 376,897 $41.9M
14 Future Fund LLC 0.25% 6,518 $724K
15 Perpetual Ltd 0.25% 144,876 $16.1M
16 CHESAPEAKE CAPITAL CORP /IL/ 0.22% 2,711 $301K
17 USS Investment Management Ltd 0.20% 462,624 $51.4M
18 O'Brien Greene & Co. Inc 0.20% 6,317 $702K
19 Robeco Institutional Asset Management B.V. 0.17% 1,053,165 $117.0M
20 BARINGS LLC 0.16% 90,614 $10.1M
21 Lester Murray Antman dba SimplyRich 0.15% 5,407 —
22 STRS OHIO 0.12% 276,691 $30.7M
23 One Wealth Advisors, LLC 0.12% 8,640 $960K
24 DELTEC ASSET MANAGEMENT LLC 0.11% 5,500 $611K
25 Bayforest Capital Ltd 0.11% 848 $94K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FOMENTO ECONOMICO MEXICANO S (FMX)

What does the Smart Money Trend signal show for FMX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FMX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FMX?

Slight buying edge — 59% buying: Last quarter: 160 funds bought or added vs 112 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FMX holders?

Strong quality — 27% AUM from major funds: 31 of 283 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FMX?

66% of holders stayed for 2+ years: 188 out of 283 hedge funds have held FMX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.