Mexco Energy
12 hedge funds and large institutions have $1.69M invested in Mexco Energy in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 0 closing their positions.
20% more funds holding
Funds holding: 10 → 12 (+2)
14% more capital invested
Capital invested by funds: $1.48M → $1.69M (+$212K)
0.44% more ownership
Funds ownership: 6.22% → 6.66% (+0.44%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$138K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.62K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$259 |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$59 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$18.4K |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$15K |
| 3 |
MIM
Meixler Investment Management
Show Low,
Arizona
|
-$3.94K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3.15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Vanguard Group
Malvern,
Pennsylvania
| $754K | – | – | – |
|
|
2
Dimensional Fund Advisors
Austin,
Texas
| $454K | -$18.4K | -1,563 | -4% |
|
|
MIM
3
Meixler Investment Management
Show Low,
Arizona
| $272K | -$3.94K | -335 | -1% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $142K | +$138K | +11,699 | +1,169,900% |
|
|
CSC
5
Caldwell Sutter Capital
Sausalito,
California
| $48.6K | – | – | – |
|
|
6
Acadian Asset Management
Boston,
Massachusetts
| $10K | -$15K | -1,277 | -60% |
|
|
7
UBS Group
Zurich,
Switzerland
| $4.77K | +$4.62K | +393 | New |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $3.95K | -$3.15K | -268 | -45% |
|
|
NA
9
NewEdge Advisors
New Orleans,
Louisiana
| $267 | +$259 | +22 | New |
|
|
10
Bank of America
Charlotte,
North Carolina
| $194 | +$59 | +5 | +45% |
|
11
Morgan Stanley
New York
| $28 | – | – | – |
|
12
JP Morgan Chase
New York
| $24 | – | – | – |
|
MXC Hedge Fund Activity: Q3 2024 in Review
12 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Mexco Energy (MXC) for Q3 2024, worth a combined $1.69M — up 14% from $1.48M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MXC positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $138K. The largest seller was Dimensional Fund Advisors, cutting an estimated $18.4K.
- 12 institutional investors held Mexco Energy (MXC) as of Q3 2024, up from 10 in Q2 2024.
- Funds reported $1.69M of Mexco Energy stock for Q3 2024, up 14% quarter-over-quarter.
- 2 funds opened new Mexco Energy positions in Q3 2024 and 0 closed out, a net change of +2 holders.
- The largest Mexco Energy buyer in Q3 2024 was Royal Bank of Canada, an estimated $138K added.
- The largest Mexco Energy seller in Q3 2024 was Dimensional Fund Advisors, an estimated $18.4K sold.
Based on aggregated 13F filings for Q3 2024.