Mexco Energy
10 hedge funds and large institutions have $1.14M invested in Mexco Energy in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
0.22% less ownership
Funds ownership: 6.12% → 5.91% (-0.22%)
9% less funds holding
Funds holding: 11 → 10 (-1)
33% less capital invested
Capital invested by funds: $1.69M → $1.14M (-$556K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSC
Caldwell Sutter Capital
Sausalito,
California
|
+$34K |
| 2 |
Renaissance Technologies
New York
|
+$23.8K |
| 3 |
Morgan Stanley
New York
|
+$14.8K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.63K |
| 5 |
JP Morgan Chase
New York
|
+$11 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$164K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.78K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Vanguard Group
Malvern,
Pennsylvania
| $567K | +$6.63K | +585 | +1% |
|
2
Dimensional Fund Advisors
Austin,
Texas
| $368K | – | – | – |
|
|
3
Renaissance Technologies
New York
| $114K | +$23.8K | +2,100 | +20% |
|
|
CSC
4
Caldwell Sutter Capital
Sausalito,
California
| $36.5K | +$34K | +3,000 | +300% |
|
|
5
Morgan Stanley
New York
| $27.4K | +$14.8K | +1,301 | +76% |
|
6
Acadian Asset Management
Boston,
Massachusetts
| $19K | – | – | – |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $4.98K | -$1.78K | -157 | -22% |
|
8
Wells Fargo
San Francisco,
California
| $64 | – | – | – |
|
|
9
JP Morgan Chase
New York
| $18 | +$11 | +1 | +100% |
|
|
BCM
10
Bridgeway Capital Management
Houston,
Texas
| – | -$164K | -12,660 | Closed |
|
MXC Hedge Fund Activity: Q4 2023 in Review
10 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Mexco Energy (MXC) for Q4 2023, worth a combined $1.14M — down 33% from $1.69M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of MXC and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 5 added.
The largest buyer was Caldwell Sutter Capital, adding an estimated $34K. The largest seller was Bridgeway Capital Management, exiting entirely with an estimated $164K sold.
- 10 institutional investors held Mexco Energy (MXC) as of Q4 2023, down from 11 in Q3 2023.
- Funds reported $1.14M of Mexco Energy stock for Q4 2023, down 33% quarter-over-quarter.
- 0 funds opened new Mexco Energy positions in Q4 2023 and 1 closed out, a net change of -1 holder.
- The largest Mexco Energy buyer in Q4 2023 was Caldwell Sutter Capital, an estimated $34K added.
- The largest Mexco Energy seller in Q4 2023 was Bridgeway Capital Management, an estimated $164K sold.
Based on aggregated 13F filings for Q4 2023.