Mexco Energy
14 hedge funds and large institutions have $1.39M invested in Mexco Energy in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
27% more funds holding
Funds holding: 11 → 14 (+3)
0.06% less ownership
Funds ownership: 7.12% → 7.06% (-0.06%)
44% less capital invested
Capital invested by funds: $2.48M → $1.39M (-$1.09M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIR
James Investment Research
Alpha,
Ohio
|
+$14.8K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$14.8K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$14.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$10.5K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$80.5K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
-$504 |
| 3 |
BlackRock
New York
|
-$133 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Vanguard Group
Malvern,
Pennsylvania
| $763K | +$504 | +34 | +0.1% |
|
|
2
Renaissance Technologies
New York
| $185K | -$80.5K | -5,435 | -27% |
|
|
BCM
3
Bridgeway Capital Management
Houston,
Texas
| $182K | – | – | – |
|
|
4
Geode Capital Management
Boston,
Massachusetts
| $129K | -$504 | -34 | -0.3% |
|
5
Acadian Asset Management
Boston,
Massachusetts
| $35K | – | – | – |
|
|
6
BlackRock
New York
| $28.5K | -$133 | -9 | -0.4% |
|
7
Morgan Stanley
New York
| $21.2K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $13.4K | +$10.5K | +710 | +193% |
|
|
NA
9
NewEdge Advisors
New Orleans,
Louisiana
| $12.5K | +$14.8K | +1,000 | New |
|
|
JIR
10
James Investment Research
Alpha,
Ohio
| $12K | +$14.8K | +1,000 | New |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $8K | +$6K | +405 | +179% |
|
|
12
Dimensional Fund Advisors
Austin,
Texas
| $503 | +$14.2K | +957 | +2% |
|
13
Wells Fargo
San Francisco,
California
| $87 | +$15 | +1 | +17% |
|
14
Bank of America
Charlotte,
North Carolina
| $12 | +$15 | +1 | New |
|
MXC Hedge Fund Activity: Q4 2022 in Review
14 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Mexco Energy (MXC) for Q4 2022, worth a combined $1.39M — down 44% from $2.48M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MXC positions and 0 closed out — a net gain of 3 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was James Investment Research, opening a new position worth an estimated $14.8K. The largest seller was Renaissance Technologies, cutting an estimated $80.5K.
- 14 institutional investors held Mexco Energy (MXC) as of Q4 2022, up from 11 in Q3 2022.
- Funds reported $1.39M of Mexco Energy stock for Q4 2022, down 44% quarter-over-quarter.
- 3 funds opened new Mexco Energy positions in Q4 2022 and 0 closed out, a net change of +3 holders.
- The largest Mexco Energy buyer in Q4 2022 was James Investment Research, an estimated $14.8K added.
- The largest Mexco Energy seller in Q4 2022 was Renaissance Technologies, an estimated $80.5K sold.
Based on aggregated 13F filings for Q4 2022.