Mexco Energy
11 hedge funds and large institutions have $2.91M invested in Mexco Energy in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
83% more funds holding
Funds holding: 6 → 11 (+5)
18% more capital invested
Capital invested by funds: $2.47M → $2.91M (+$434K)
1.39% more ownership
Funds ownership: 15.77% → 17.16% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
+$91.5K |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$90.9K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$12.1K |
| 4 |
Citigroup
New York
|
+$9.99K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$4.33K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.87K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Brown Advisory
Baltimore,
Maryland
| $1.68M | – | – | – |
|
2
Northern Trust
Chicago,
Illinois
| $479K | – | – | – |
|
|
3
Dimensional Fund Advisors
Austin,
Texas
| $391K | +$12.1K | +1,600 | +4% |
|
4
California Public Employees Retirement System
Sacramento,
California
| $124K | – | – | – |
|
|
BCM
5
Bridgeway Capital Management
Houston,
Texas
| $100K | +$90.9K | +12,000 | New |
|
|
VKH
6
Virtu KCG Holdings
New York
| $100K | +$91.5K | +12,084 | New |
|
|
7
Citigroup
New York
| $11K | +$9.99K | +1,319 | New |
|
|
U
8
UBS
Zurich,
Switzerland
| $10K | +$4.33K | +571 | +91% |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $5K | +$4.32K | +570 | New |
|
|
GSC
10
Ground Swell Capital
Folly Beach,
South Carolina
| $4K | +$3.79K | +500 | New |
|
|
11
Bank of America
Charlotte,
North Carolina
| – | -$1.87K | -247 | -93% |
|
MXC Hedge Fund Activity: Q2 2014 in Review
11 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Mexco Energy (MXC) for Q2 2014, worth a combined $2.91M — up 18% from $2.47M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MXC positions and 0 closed out — a net gain of 5 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $91.5K. The largest seller was Bank of America, cutting an estimated $1.87K.
- 11 institutional investors held Mexco Energy (MXC) as of Q2 2014, up from 6 in Q1 2014.
- Funds reported $2.91M of Mexco Energy stock for Q2 2014, up 18% quarter-over-quarter.
- 5 funds opened new Mexco Energy positions in Q2 2014 and 0 closed out, a net change of +5 holders.
- The largest Mexco Energy buyer in Q2 2014 was Virtu KCG Holdings, an estimated $91.5K added.
- The largest Mexco Energy seller in Q2 2014 was Bank of America, an estimated $1.87K sold.
Based on aggregated 13F filings for Q2 2014.