The concentrated buying by two sizable active managers (Ninety One UK and Assenagon) suggests a shared thesis on FMX fundamentals or a catalyst. Monitor upcoming quarterly earnings for confirmation of the thesis, as 13F data is 45+ days stale.
Executive Summary
Three institutional asset managers accumulated $46.5M in FMX during Q3 2026, led by Ninety One UK adding $38.5M and Assenagon Asset Management doubling its position. No tracked sellers were present, indicating broad institutional conviction in the stock.
Key Financial Metrics
Institutional Positions
Net institutional flow: $46.5M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Ninety One Uk | ADD | +75.2% | $100.2M | $38.5M |
| Assenagon Asset Management | DOUBLED | +367.3% | $10.4M | $8.0M |
| Nisa Investment Advisors | ADD | +36% | $16.0K | $3.0K |
Key Facts
- Net institutional buying of $46.5M in Q3 2026, with 3 buyers and 0 sellers
- Ninety One UK added $38.5M, increasing holdings by 75.2% to $100.2M
- Assenagon Asset Management doubled its position, adding $8.0M for a 367.3% increase
- Nisa Investment Advisors made a small $3K addition, increasing by 36.0%
Financial Impact
Three institutions accumulated $46.5M in net new positions, with total buyer holdings reaching $110.6M. No tracked sellers.
Risk Factors
- 13F data is stale by 45+ days; positions may have been partially or fully unwound since quarter-end
- Only 3 tracked institutions involved; cluster size is small and may not reflect broad market sentiment
- No insider buying corroboration provided; institutional signal lacks insider confirmation
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-FMX-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | Institutional Cluster | $127.98 $129.03 | ▲ +0.82% | ▲ +2.00% | — |
Oct 1, 2026 25d ago | Press Release | $115.68 | awaiting T+1 | — | — |
Sep 23, 2026 4w ago | 6-K | $117.71 $119.62 | ▲ +1.62% | ▲ +1.08% | — |
Sep 14, 2026 6w ago | Press Release | $121.26 $121.60 | ▲ +0.28% | ▲ +0.74% | — |
Sep 14, 2026 6w ago | 6-K | $121.26 $121.60 | ▲ +0.28% | ▲ +0.74% | — |
Jun 29, 2026 17w ago | Press Release | $127.90 $128.11 | ▲ +0.16% | ▲ +0.30% | — |
Jun 8, 2026 20w ago | 6-K | $122.51 $122.20 | ▼ −0.25% | ▲ +0.04% | — |
May 28, 2026 21w ago | 6-K | $119.03 $117.73 | ▼ −1.09% | ▼ −1.35% | — |
Apr 30, 2026 25w ago | Press Release | $118.24 $119.97 | ▲ +1.46% | ▲ +1.24% | — |
Apr 30, 2026 25w ago | 6-K | $118.24 $119.97 | ▲ +1.46% | ▲ +1.24% | — |
US Market Status
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