Mexco Energy
11 hedge funds and large institutions have $1.66M invested in Mexco Energy in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.
20% more capital invested
Capital invested by funds: $1.39M → $1.66M (+$272K)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
0.22% less ownership
Funds ownership: 7.06% → 6.83% (-0.22%)
21% less funds holding
Funds holding: 14 → 11 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$992 |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$343 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$43.3K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$13.4K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$12.5K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.65K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$12 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Vanguard Group
Malvern,
Pennsylvania
| $696K | – | – | – |
|
|
2
Dimensional Fund Advisors
Austin,
Texas
| $459K | +$343 | +27 | +0.1% |
|
|
BCM
3
Bridgeway Capital Management
Houston,
Texas
| $166K | – | – | – |
|
|
4
Renaissance Technologies
New York
| $130K | -$43.3K | -3,400 | -23% |
|
5
Geode Capital Management
Boston,
Massachusetts
| $118K | – | – | – |
|
6
Acadian Asset Management
Boston,
Massachusetts
| $31K | – | – | – |
|
|
7
BlackRock
New York
| $26.9K | +$992 | +78 | +3% |
|
8
Morgan Stanley
New York
| $19.4K | – | – | – |
|
|
JIR
9
James Investment Research
Alpha,
Ohio
| $11K | – | – | – |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $5K | -$1.65K | -130 | -21% |
|
11
Wells Fargo
San Francisco,
California
| $80 | – | – | – |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$13.4K | -1,077 | Closed |
|
|
NA
13
NewEdge Advisors
New Orleans,
Louisiana
| – | -$12.5K | -1,000 | Closed |
|
|
14
Bank of America
Charlotte,
North Carolina
| – | -$12 | -1 | Closed |
|
MXC Hedge Fund Activity: Q1 2023 in Review
11 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Mexco Energy (MXC) for Q1 2023, worth a combined $1.66M — up 20% from $1.39M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MXC and 0 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 2 added.
The largest buyer was BlackRock, adding an estimated $992. The largest seller was Renaissance Technologies, cutting an estimated $43.3K.
- 11 institutional investors held Mexco Energy (MXC) as of Q1 2023, down from 14 in Q4 2022.
- Funds reported $1.66M of Mexco Energy stock for Q1 2023, up 20% quarter-over-quarter.
- 0 funds opened new Mexco Energy positions in Q1 2023 and 3 closed out, a net change of -3 holders.
- The largest Mexco Energy buyer in Q1 2023 was BlackRock, an estimated $992 added.
- The largest Mexco Energy seller in Q1 2023 was Renaissance Technologies, an estimated $43.3K sold.
Based on aggregated 13F filings for Q1 2023.