Mexco Energy
14 hedge funds and large institutions have $1.68M invested in Mexco Energy in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and closing their positions.
17% more funds holding
Funds holding: 12 → 14 (+2)
0.6% more ownership
Funds ownership: 6.66% → 7.26% (+0.6%)
1% less capital invested
Capital invested by funds: $1.69M → $1.68M (-$10.7K)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Beddow Capital Management
Jackson,
Wyoming
|
+$120K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$7.34K |
| 3 |
Morgan Stanley
New York
|
+$5.99K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIM
Meixler Investment Management
Show Low,
Arizona
|
-$14.4K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.38K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$636 |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$108 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Vanguard Group
Malvern,
Pennsylvania
| $700K | – | – | – |
|
|
2
Dimensional Fund Advisors
Austin,
Texas
| $421K | -$636 | -53 | -0.1% |
|
|
MIM
3
Meixler Investment Management
Show Low,
Arizona
| $239K | -$14.4K | -1,200 | -5% |
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $132K | – | – | – |
|
|
BCM
5
Beddow Capital Management
Jackson,
Wyoming
| $113K | +$120K | +10,033 | New |
|
|
CSC
6
Caldwell Sutter Capital
Sausalito,
California
| $45.1K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $11.3K | +$7.34K | +612 | +156% |
|
8
Acadian Asset Management
Boston,
Massachusetts
| $9K | – | – | – |
|
|
9
Morgan Stanley
New York
| $5.66K | +$5.99K | +499 | +24,950% |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $1.43K | -$2.38K | -198 | -61% |
|
|
NA
11
NewEdge Advisors
New Orleans,
Louisiana
| $248 | – | – | – |
|
|
SS
12
SBI Securities
Tokyo,
Japan
| $113 | +$120 | +10 | New |
|
|
13
Bank of America
Charlotte,
North Carolina
| $79 | -$108 | -9 | -56% |
|
14
JP Morgan Chase
New York
| $23 | – | – | – |
|
MXC Hedge Fund Activity: Q4 2024 in Review
14 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Mexco Energy (MXC) for Q4 2024, worth a combined $1.68M — down 0.64% from $1.69M 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 Beddow Capital Management, opening a new position worth an estimated $120K. The largest seller was Meixler Investment Management, cutting an estimated $14.4K.
- 14 institutional investors held Mexco Energy (MXC) as of Q4 2024, up from 12 in Q3 2024.
- Funds reported $1.68M of Mexco Energy stock for Q4 2024, down 0.64% quarter-over-quarter.
- 2 funds opened new Mexco Energy positions in Q4 2024 and 0 closed out, a net change of +2 holders.
- The largest Mexco Energy buyer in Q4 2024 was Beddow Capital Management, an estimated $120K added.
- The largest Mexco Energy seller in Q4 2024 was Meixler Investment Management, an estimated $14.4K sold.
Based on aggregated 13F filings for Q4 2024.