Mexco Energy
8 hedge funds and large institutions have $831K invested in Mexco Energy in 2015 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.36% less ownership
Funds ownership: 16.69% → 16.33% (-0.36%)
48% less capital invested
Capital invested by funds: $1.59M → $831K (-$757K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$32.8K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$553 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Brown Advisory
Baltimore,
Maryland
| $506K | – | – | – |
|
2
Northern Trust
Chicago,
Illinois
| $175K | – | – | – |
|
|
3
Dimensional Fund Advisors
Austin,
Texas
| $72K | -$32.8K | -11,264 | -28% |
|
4
California Public Employees Retirement System
Sacramento,
California
| $37K | – | – | – |
|
|
BCM
5
Bridgeway Capital Management
Houston,
Texas
| $30K | – | – | – |
|
|
6
Morgan Stanley
New York
| $10K | +$11.7K | +4,016 | New |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $1K | -$553 | -190 | -45% |
|
|
8
Bank of America
Charlotte,
North Carolina
| – | -$1K | -144 | Closed |
|
MXC Hedge Fund Activity: Q3 2015 in Review
8 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Mexco Energy (MXC) for Q3 2015, worth a combined $831K — down 48% from $1.59M a quarter earlier.
Fund positioning in MXC was balanced in Q3 2015: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $11.7K. The largest seller was Dimensional Fund Advisors, cutting an estimated $32.8K.
- 8 institutional investors held Mexco Energy (MXC) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $831K of Mexco Energy stock for Q3 2015, down 48% quarter-over-quarter.
- 1 fund opened new Mexco Energy positions in Q3 2015 and 1 closed out, a net change of 0 holders.
- The largest Mexco Energy buyer in Q3 2015 was Morgan Stanley, an estimated $11.7K added.
- The largest Mexco Energy seller in Q3 2015 was Dimensional Fund Advisors, an estimated $32.8K sold.
Based on aggregated 13F filings for Q3 2015.