- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 14 Feb 2024
- latest of these filings; the earliest 26 Jan 2024
- Managers listing it
- 6
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 5 listed it in both
- Shares listed
- 15,263,318
- combined, among listed positions
- Reported value
- $2.0bn
- combined, at the quarter end
Among the 93 comparable managers: 2 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing FMX in Q4 2023
6 of 6 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| First Eagle Investment Management LLC | 9,971,630 | $1.3bn | 3.10% | Trimmed | -883,680 | 8 Feb 2024 (the filing on sec.gov) |
| Baillie Gifford & Co | 3,838,639 | $500m | 0.40% | Added | +1,343,165 | 26 Jan 2024 (the filing on sec.gov) |
| Acadian Asset Management LLC | 729,044 | $95m | 0.37% | Trimmed | -123,933 | 13 Feb 2024 (the filing on sec.gov) |
| Sachem Head Capital Management LP | 327,500 | $43m | 2.00% | Trimmed | -292,500 | 14 Feb 2024 (the filing on sec.gov) |
| Arrowstreet Capital LP | 285,646 | $37m | under 0.1% | New | new | 14 Feb 2024 (the filing on sec.gov) |
| GAMCO Investors Inc | 110,859 | $14m | 0.15% | Trimmed | -4,200 | 14 Feb 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Baillie Gifford & Coexisting position · 3,838,639 shares now+1,343,165
- Arrowstreet Capital LPnew position · 285,646 shares now+285,646
Reductions
- First Eagle Investment Management LLCexisting position · 9,971,630 shares now-883,680
- Sachem Head Capital Management LPexisting position · 327,500 shares now-292,500
- Acadian Asset Management LLCexisting position · 729,044 shares now-123,933
- GAMCO Investors Incexisting position · 110,859 shares now-4,200
New positions and exits
New (1)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 9 | $846m | n.a. | n.a. |
| Q3 2013 | 8 | $337m | n.a. | n.a. |
| Q4 2013 | 5 | $314m | n.a. | n.a. |
| Q1 2014 | 6 | $309m | n.a. | n.a. |
| Q2 2014 | 7 | $242m | n.a. | n.a. |
| Q3 2014 | 5 | $213m | n.a. | n.a. |
| Q4 2014 | 5 | $253m | n.a. | n.a. |
| Q1 2015 | 5 | $286m | n.a. | n.a. |
| Q2 2015 | 4 | $281m | n.a. | n.a. |
| Q3 2015 | 4 | $288m | n.a. | n.a. |
| Q4 2015 | 5 | $296m | n.a. | n.a. |
| Q1 2016 | 5 | $367m | n.a. | n.a. |
| Q2 2016 | 7 | $470m | n.a. | n.a. |
| Q3 2016 | 7 | $497m | n.a. | n.a. |
| Q4 2016 | 6 | $559m | n.a. | n.a. |
| Q1 2017 | 5 | $719m | n.a. | n.a. |
| Q2 2017 | 6 | $901m | n.a. | n.a. |
| Q3 2017 | 8 | $875m | n.a. | n.a. |
| Q4 2017 | 7 | $848m | n.a. | n.a. |
| Q1 2018 | 7 | $855m | n.a. | n.a. |
| Q2 2018 | 6 | $862m | n.a. | n.a. |
| Q3 2018 | 6 | $1.0bn | n.a. | n.a. |
| Q4 2018 | 6 | $741m | n.a. | n.a. |
| Q1 2019 | 5 | $794m | n.a. | n.a. |
| Q2 2019 | 6 | $1.0bn | n.a. | n.a. |
| Q3 2019 | 4 | $853m | n.a. | n.a. |
| Q4 2019 | 4 | $609m | n.a. | n.a. |
| Q1 2020 | 7 | $526m | n.a. | n.a. |
| Q2 2020 | 7 | $688m | n.a. | n.a. |
| Q3 2020 | 6 | $610m | n.a. | n.a. |
| Q4 2020 | 4 | $818m | n.a. | n.a. |
| Q1 2021 | 4 | $787m | n.a. | n.a. |
| Q2 2021 | 4 | $886m | n.a. | n.a. |
| Q3 2021 | 4 | $901m | n.a. | n.a. |
| Q4 2021 | 3 | $627m | n.a. | n.a. |
| Q1 2022 | 4 | $692m | n.a. | n.a. |
| Q2 2022 | 4 | $650m | n.a. | n.a. |
| Q3 2022 | 5 | $824m | n.a. | n.a. |
| Q4 2022 | 8 | $1.2bn | n.a. | n.a. |
| Q1 2023 | 5 | $1.2bn | n.a. | n.a. |
| Q2 2023 | 5 | $1.5bn | n.a. | n.a. |
| Q3 2023 | 6 | $1.6bn | n.a. | n.a. |
| Q4 2023 | 6 | $2.0bn | 2 | 4 |
| Q1 2024 | 5 | $1.9bn | 1 | 5 |
| Q2 2024 | 3 | $1.5bn | 1 | 2 |
| Q3 2024 | 5 | $1.5bn | 4 | 1 |
| Q4 2024 | 5 | $1.5bn | 4 | 1 |
| Q1 2025 | 5 | $1.8bn | 1 | 4 |
| Q2 2025 | 7 | $1.9bn | 3 | 4 |
| Q3 2025 | 6 | $1.9bn | 2 | 4 |
| Q4 2025 | 4 | $1.9bn | 5 | 12 |
| Q1 2026 | 5 | $2.0bn | 8 | 10 |
| Q2 2026 | 5 | $2.5bn | 8 | 11 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
FMX and PM →FMX and KO →FMX and COST →Choose a stock to compare with FMX →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own FMX, latest filings →Back to the 13F Explorer →