Mexco Energy
11 hedge funds and large institutions have $1.69M invested in Mexco Energy in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
10% more funds holding
Funds holding: 10 → 11 (+1)
1% more capital invested
Capital invested by funds: $1.68M → $1.69M (+$17.1K)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
0.4% less ownership
Funds ownership: 6.52% → 6.12% (-0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSC
Caldwell Sutter Capital
Sausalito,
California
|
+$12.7K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.59K |
| 3 |
Renaissance Technologies
New York
|
+$2.54K |
| 4 |
JP Morgan Chase
New York
|
+$13 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
-$125K |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$2.35K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$25 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Vanguard Group
Malvern,
Pennsylvania
| $799K | – | – | – |
|
2
Dimensional Fund Advisors
Austin,
Texas
| $524K | – | – | – |
|
|
BCM
3
Bridgeway Capital Management
Houston,
Texas
| $164K | – | – | – |
|
|
4
Renaissance Technologies
New York
| $135K | +$2.54K | +200 | +2% |
|
|
5
Acadian Asset Management
Boston,
Massachusetts
| $27K | -$2.35K | -185 | -8% |
|
6
Morgan Stanley
New York
| $22.1K | – | – | – |
|
|
CSC
7
Caldwell Sutter Capital
Sausalito,
California
| $13K | +$12.7K | +1,000 | New |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $9.12K | +$2.59K | +204 | +41% |
|
9
Wells Fargo
San Francisco,
California
| $91 | – | – | – |
|
|
10
JP Morgan Chase
New York
| $13 | +$13 | +1 | New |
|
|
11
Geode Capital Management
Boston,
Massachusetts
| – | -$125K | -10,382 | Closed |
|
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$25 | -2 | -67% |
|
MXC Hedge Fund Activity: Q3 2023 in Review
11 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Mexco Energy (MXC) for Q3 2023, worth a combined $1.69M — up 1% from $1.68M 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 2 trimmed.
The largest buyer was Caldwell Sutter Capital, opening a new position worth an estimated $12.7K. The largest seller was Geode Capital Management, exiting entirely with an estimated $125K sold.
- 11 institutional investors held Mexco Energy (MXC) as of Q3 2023, up from 10 in Q2 2023.
- Funds reported $1.69M of Mexco Energy stock for Q3 2023, up 1% quarter-over-quarter.
- 2 funds opened new Mexco Energy positions in Q3 2023 and 1 closed out, a net change of +1 holder.
- The largest Mexco Energy buyer in Q3 2023 was Caldwell Sutter Capital, an estimated $12.7K added.
- The largest Mexco Energy seller in Q3 2023 was Geode Capital Management, an estimated $125K sold.
Based on aggregated 13F filings for Q3 2023.