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Mexco Energy
MXC

13 hedge funds and large institutions have $1.43M invested in Mexco Energy in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding

Funds holding: 10 → 13 (+3)

26% more capital invested

Capital invested by funds: $1.14M → $1.43M (+$297K)

0.94% more ownership

Funds ownership: 5.91% → 6.84% (+0.94%)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
13
Holders Change
+3
Holders Change %
+30%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MIM
Meixler Investment Management
Arizona
+$236K
2
UBS Group
UBS Group
Switzerland
+$1.51K
3
TRCT
Tower Research Capital (TRC)
New York
+$738
4
Bank of America
Bank of America
North Carolina
+$40

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$29.9K
2
Renaissance Technologies
Renaissance Technologies
New York
-$13K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.48K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$619K – – –
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$398K -$4.48K -449 -1%
MIM
3
Meixler Investment Management
Arizona
$236K +$236K +23,616 New
Renaissance Technologies
4
Renaissance Technologies
New York
$112K -$13K -1,300 -10%
CSC
5
Caldwell Sutter Capital
California
$39.9K – – –
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$21K – – –
TRCT
7
Tower Research Capital (TRC)
New York
$6.18K +$738 +74 +14%
UBS Group
8
UBS Group
Switzerland
$1.51K +$1.51K +151 New
Wells Fargo
9
Wells Fargo
California
$70 – – –
Bank of America
10
Bank of America
North Carolina
$40 +$40 +4 New
JP Morgan Chase
11
JP Morgan Chase
New York
$20 – – –
Morgan Stanley
12
Morgan Stanley
New York
$16 -$29.9K -3,001 -100%

MXC Hedge Fund Activity: Q1 2024 in Review

13 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Mexco Energy (MXC) for Q1 2024, worth a combined $1.43M — up 26% from $1.14M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MXC positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 3 trimmed.

The largest buyer was Meixler Investment Management, opening a new position worth an estimated $236K. The largest seller was Morgan Stanley, cutting an estimated $29.9K.

  • 13 institutional investors held Mexco Energy (MXC) as of Q1 2024, up from 10 in Q4 2023.
  • Funds reported $1.43M of Mexco Energy stock for Q1 2024, up 26% quarter-over-quarter.
  • 3 funds opened new Mexco Energy positions in Q1 2024 and 0 closed out, a net change of +3 holders.
  • The largest Mexco Energy buyer in Q1 2024 was Meixler Investment Management, an estimated $236K added.
  • The largest Mexco Energy seller in Q1 2024 was Morgan Stanley, an estimated $29.9K sold.

Based on aggregated 13F filings for Q1 2024.