Mexco Energy
7 hedge funds and large institutions have $315K invested in Mexco Energy in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
70% more capital invested
Capital invested by funds: $185K → $315K (+$130K)
17% more funds holding
Funds holding: 6 → 7 (+1)
0.55% more ownership
Funds ownership: 1.01% → 1.56% (+0.55%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$103K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$7.13K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$394 |
| 4 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
+$181 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$17K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Vanguard Group
Malvern,
Pennsylvania
| $161K | – | – | – |
|
|
2
Dimensional Fund Advisors
Austin,
Texas
| $122K | +$103K | +12,514 | New |
|
3
Morgan Stanley
New York
| $24K | – | – | – |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $8K | +$7.13K | +869 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$17K | -1,899 | Closed |
|
|
SCA
6
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | +$181 | +22 | +100% |
|
|
7
Bank of America
Charlotte,
North Carolina
| – | +$394 | +48 | +2,400% |
|
MXC Hedge Fund Activity: Q2 2021 in Review
7 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Mexco Energy (MXC) for Q2 2021, worth a combined $315K — up 70% from $185K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MXC positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Dimensional Fund Advisors, opening a new position worth an estimated $103K. The largest seller was UBS Group, exiting entirely with an estimated $17K sold.
- 7 institutional investors held Mexco Energy (MXC) as of Q2 2021, up from 6 in Q1 2021.
- Funds reported $315K of Mexco Energy stock for Q2 2021, up 70% quarter-over-quarter.
- 2 funds opened new Mexco Energy positions in Q2 2021 and 1 closed out, a net change of +1 holder.
- The largest Mexco Energy buyer in Q2 2021 was Dimensional Fund Advisors, an estimated $103K added.
- The largest Mexco Energy seller in Q2 2021 was UBS Group, an estimated $17K sold.
Based on aggregated 13F filings for Q2 2021.