Mexco Energy
6 hedge funds and large institutions have $823K invested in Mexco Energy in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.53% less ownership
Funds ownership: 6.4% → 5.87% (-0.53%)
4% less capital invested
Capital invested by funds: $855K → $823K (-$32K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.85K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$66K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$8K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.99K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$693 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Northern Trust
Chicago,
Illinois
| $397K | -$693 | -98 | -0.2% |
|
2
Dimensional Fund Advisors
Austin,
Texas
| $312K | – | – | – |
|
3
California Public Employees Retirement System
Sacramento,
California
| $103K | – | – | – |
|
|
TDC
4
Thompson Davis & Co
Richmond,
Virginia
| $7K | +$7.07K | +1,000 | New |
|
|
5
Bank of America
Charlotte,
North Carolina
| $3K | +$2.85K | +403 | New |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $1K | -$4.99K | -705 | -78% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$66K | -10,000 | Closed |
|
|
U
8
UBS
Zurich,
Switzerland
| – | -$8K | -1,296 | Closed |
|
MXC Hedge Fund Activity: Q4 2013 in Review
6 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Mexco Energy (MXC) for Q4 2013, worth a combined $823K — down 3.7% from $855K a quarter earlier.
Fund positioning in MXC was balanced in Q4 2013: 2 funds opened new positions, 2 closed out, 0 added to existing stakes and 2 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $2.85K. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $66K sold.
- 6 institutional investors held Mexco Energy (MXC) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $823K of Mexco Energy stock for Q4 2013, down 3.7% quarter-over-quarter.
- 2 funds opened new Mexco Energy positions in Q4 2013 and 2 closed out, a net change of 0 holders.
- The largest Mexco Energy buyer in Q4 2013 was Bank of America, an estimated $2.85K added.
- The largest Mexco Energy seller in Q4 2013 was Royal Bank of Canada, an estimated $66K sold.
Based on aggregated 13F filings for Q4 2013.