Mexco Energy
7 hedge funds and large institutions have $1.07M invested in Mexco Energy in 2015 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
29% more capital invested
Capital invested by funds: $831K → $1.07M (+$240K)
0.07% less ownership
Funds ownership: 16.33% → 16.26% (-0.07%)
13% less funds holding
Funds holding: 8 → 7 (-1)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.45K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$10.4K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$133 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Brown Advisory
Baltimore,
Maryland
| $654K | – | – | – |
|
|
2
Northern Trust
Chicago,
Illinois
| $227K | -$133 | -48 | -0.1% |
|
|
3
Dimensional Fund Advisors
Austin,
Texas
| $81K | -$10.4K | -3,769 | -13% |
|
4
California Public Employees Retirement System
Sacramento,
California
| $48K | – | – | – |
|
|
BCM
5
Bridgeway Capital Management
Houston,
Texas
| $39K | – | – | – |
|
|
6
Morgan Stanley
New York
| $22K | +$7.45K | +2,699 | +67% |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| – | -$1K | -229 | Closed |
|
MXC Hedge Fund Activity: Q4 2015 in Review
7 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Mexco Energy (MXC) for Q4 2015, worth a combined $1.07M — up 29% from $831K a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of MXC and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Morgan Stanley, adding an estimated $7.45K. The largest seller was Dimensional Fund Advisors, cutting an estimated $10.4K.
- 7 institutional investors held Mexco Energy (MXC) as of Q4 2015, down from 8 in Q3 2015.
- Funds reported $1.07M of Mexco Energy stock for Q4 2015, up 29% quarter-over-quarter.
- 0 funds opened new Mexco Energy positions in Q4 2015 and 1 closed out, a net change of -1 holder.
- The largest Mexco Energy buyer in Q4 2015 was Morgan Stanley, an estimated $7.45K added.
- The largest Mexco Energy seller in Q4 2015 was Dimensional Fund Advisors, an estimated $10.4K sold.
Based on aggregated 13F filings for Q4 2015.