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Mexco Energy
MXC

9 hedge funds and large institutions have $750K invested in Mexco Energy in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

29% more funds holding

Funds holding: 7 → 9 (+2)

1.08% less ownership

Funds ownership: 16.26% → 15.18% (-1.1%)

30% less capital invested

Capital invested by funds: $1.07M → $750K (-$321K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
–
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$6.15K
2
TRCT
Tower Research Capital (TRC)
New York
+$1.66K
3
Bank of America
Bank of America
North Carolina
+$275

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$81K
2
Northern Trust
Northern Trust
Illinois
-$645
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
1
Brown Advisory
Maryland
$490K – – –
Northern Trust
2
Northern Trust
Illinois
$169K -$645 -272 -0.4%
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$37K – – –
BCM
4
Bridgeway Capital Management
Texas
$29K – – –
Morgan Stanley
5
Morgan Stanley
New York
$17K – – –
UBS Group
6
UBS Group
Switzerland
$6K +$6.15K +2,592 New
TRCT
7
Tower Research Capital (TRC)
New York
$2K +$1.66K +701 New
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
– -$81K -25,185 Closed
Bank of America
9
Bank of America
North Carolina
– +$275 +116 New

MXC Hedge Fund Activity: Q1 2016 in Review

9 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Mexco Energy (MXC) for Q1 2016, worth a combined $750K — down 30% from $1.07M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MXC positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 1 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $6.15K. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $81K sold.

  • 9 institutional investors held Mexco Energy (MXC) as of Q1 2016, up from 7 in Q4 2015.
  • Funds reported $750K of Mexco Energy stock for Q1 2016, down 30% quarter-over-quarter.
  • 3 funds opened new Mexco Energy positions in Q1 2016 and 1 closed out, a net change of +2 holders.
  • The largest Mexco Energy buyer in Q1 2016 was UBS Group, an estimated $6.15K added.
  • The largest Mexco Energy seller in Q1 2016 was Dimensional Fund Advisors, an estimated $81K sold.

Based on aggregated 13F filings for Q1 2016.