Mexco Energy
8 hedge funds and large institutions have $1.42M invested in Mexco Energy in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
17% more capital invested
Capital invested by funds: $1.22M → $1.42M (+$201K)
14% more funds holding
Funds holding: 7 → 8 (+1)
0.68% more ownership
Funds ownership: 15.47% → 16.14% (+0.68%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$93.7K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$10.5K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$606 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$42K |
| 2 |
Morgan Stanley
New York
|
-$4.85K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Brown Advisory
Baltimore,
Maryland
| $872K | – | – | – |
|
2
Northern Trust
Chicago,
Illinois
| $306K | – | – | – |
|
|
3
Bank of New York Mellon
New York
| $100K | +$93.7K | +23,169 | New |
|
4
California Public Employees Retirement System
Sacramento,
California
| $63K | – | – | – |
|
|
BCM
5
Bridgeway Capital Management
Houston,
Texas
| $51K | – | – | – |
|
|
6
Morgan Stanley
New York
| $14K | -$4.85K | -1,200 | -27% |
|
|
7
UBS Group
Zurich,
Switzerland
| $11K | +$10.5K | +2,589 | New |
|
|
8
Creative Planning
Overland Park,
Kansas
| $1K | +$606 | +150 | New |
|
|
9
Renaissance Technologies
New York
| – | -$42K | -10,900 | Closed |
|
MXC Hedge Fund Activity: Q2 2017 in Review
8 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Mexco Energy (MXC) for Q2 2017, worth a combined $1.42M — up 17% from $1.22M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MXC positions and 2 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $93.7K. The largest seller was Renaissance Technologies, exiting entirely with an estimated $42K sold.
- 8 institutional investors held Mexco Energy (MXC) as of Q2 2017, up from 7 in Q1 2017.
- Funds reported $1.42M of Mexco Energy stock for Q2 2017, up 17% quarter-over-quarter.
- 3 funds opened new Mexco Energy positions in Q2 2017 and 2 closed out, a net change of +1 holder.
- The largest Mexco Energy buyer in Q2 2017 was Bank of New York Mellon, an estimated $93.7K added.
- The largest Mexco Energy seller in Q2 2017 was Renaissance Technologies, an estimated $42K sold.
Based on aggregated 13F filings for Q2 2017.