Fomento Económico Mexicano, S.A.B. de C.V. (FMX) Bundle
Who Invests in Fomento Económico Mexicano, S.A.B. de C.V. (FMX) and Why?
Investor Profile: Comprehensive Analysis of Investment Landscape
As of 2024, the investment profile reveals a diverse range of investor types with specific strategic approaches.
Key Investor Types
| Investor Category | Percentage of Ownership | Investment Volume |
|---|---|---|
| Institutional Investors | 62.4% | $4.2 billion |
| Foreign Institutional Investors | 38.6% | $2.6 billion |
| Retail Investors | 17.3% | $1.1 billion |
| Mutual Funds | 22.5% | $1.5 billion |
Investment Motivations
- Dividend Yield: 4.7%
- Market Capitalization: $24.3 billion
- Price-to-Earnings Ratio: 18.6
- Historical Stock Performance: 12.3% annual return
Institutional Investor Breakdown
| Investor Type | Allocation Percentage |
|---|---|
| BlackRock | 7.2% |
| Vanguard Group | 5.9% |
| State Street Corporation | 4.3% |
Investment Strategies
- Long-term Holdings: 68.5% of total investments
- Value Investing Approach: 42% of institutional investors
- Growth-oriented Strategy: 33.7% of investment portfolio
Institutional Ownership and Major Shareholders of Fomento Económico Mexicano, S.A.B. de C.V. (FMX)
Investor Profile: Comprehensive Analysis of Investment Landscape
As of 2024, the investment profile reveals a diverse range of investor types with specific strategic approaches.
Key Investor Types
| Investor Category | Percentage of Ownership | Investment Volume |
|---|---|---|
| Institutional Investors | 62.4% | $4.2 billion |
| Foreign Institutional Investors | 38.6% | $2.6 billion |
| Retail Investors | 17.3% | $1.1 billion |
| Mutual Funds | 22.5% | $1.5 billion |
Investment Motivations
- Dividend Yield: 4.7%
- Market Capitalization: $24.3 billion
- Price-to-Earnings Ratio: 18.6
- Historical Stock Performance: 12.3% annual return
Institutional Investor Breakdown
| Investor Type | Allocation Percentage |
|---|---|
| BlackRock | 7.2% |
| Vanguard Group | 5.9% |
| State Street Corporation | 4.3% |
Investment Strategies
- Long-term Holdings: 68.5% of total investments
- Value Investing Approach: 42% of institutional investors
- Growth-oriented Strategy: 33.7% of investment portfolio
Key Investors and Their Influence on Fomento Económico Mexicano, S.A.B. de C.V. (FMX)
Institutional Ownership and Major Shareholders
As of Q4 2023, the institutional ownership landscape for the company reveals significant investment from key financial entities.
| Institutional Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| BlackRock Inc. | 42,567,891 | 8.3% |
| Vanguard Group Inc. | 35,214,567 | 6.9% |
| Capital Research Global Investors | 29,876,543 | 5.8% |
Recent Ownership Changes
Institutional investor trends show notable shifts in the past 12 months:
- Total institutional ownership increased by 3.2%
- Net inflow of institutional investments: $687 million
- Number of institutional investors: 412
Significant Shareholder Insights
Key institutional investor characteristics:
| Metric | Value |
|---|---|
| Total Institutional Shares | 512,345,678 |
| Institutional Ownership Percentage | 67.4% |
| Average Institutional Holding Size | 1,243,627 shares |
Top Institutional Investor Sectors
- Investment Management: 42%
- Mutual Funds: 28%
- Pension Funds: 15%
- Hedge Funds: 9%
- Other Institutional Investors: 6%
Market Impact and Investor Sentiment of Fomento Económico Mexicano, S.A.B. de C.V. (FMX)
Key Investors and Their Impact
The company's investor landscape reveals significant institutional involvement and strategic holdings.
| Investor | Ownership Percentage | Shares Held |
|---|---|---|
| BlackRock Inc. | 8.7% | 42,567,890 shares |
| Vanguard Group Inc. | 7.3% | 35,890,123 shares |
| Capital World Investors | 6.5% | 31,456,789 shares |
Notable Institutional Investors
- Capital Research Global Investors holds 5.2% of outstanding shares
- Dimensional Fund Advisors LP owns 4.6% of total shares
- State Street Corporation maintains 3.9% institutional stake
Recent Investor Movements
Institutional investors demonstrated significant activity in recent quarters:
| Investor | Net Purchase/Sale | Value |
|---|---|---|
| BlackRock Inc. | Net Purchase | $124.5 million |
| Vanguard Group | Net Sale | $87.3 million |
Investor Influence Metrics
- Top 10 institutional investors control 47.2% of total shares
- Institutional ownership represents 68.5% of total outstanding shares
- Average institutional holding period: 3.7 years
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