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MXE

Mexico Equity and Income Fund

19 hedge funds and large institutions have $44.2M invested in Mexico Equity and Income Fund in 2016 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.95% less ownership

Funds ownership: 55.46%54.51% (-0.95%)

4% less capital invested

Capital invested by funds: $46.2M → $44.2M (-$2.01M)

14% less funds holding

Funds holding: 2219 (-3)

78% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 9

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
2
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$29M +$371K +33,934 +1%
Lazard Asset Management
2
Lazard Asset Management
New York
$6.99M -$248K -22,631 -3%
1CP
3
1607 Capital Partners
Virginia
$3.8M
GFM
4
Gramercy Funds Management
Connecticut
$2.66M -$267K -24,415 -9%
CL
5
CSS LLC
Illinois
$375K
WAM
6
Wolverine Asset Management
Illinois
$328K -$13.7K -1,248 -4%
Morgan Stanley
7
Morgan Stanley
New York
$271K -$36.2K -3,310 -12%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$245K
LK
9
Lumbard & Kellner
New Hampshire
$199K -$11.7K -1,071 -6%
Jane Street
10
Jane Street
New York
$114K -$86.7K -7,917 -43%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$77K -$9.26K -846 -11%
BCM
12
Blume Capital Management
California
$52K
IWMPD
13
Integrated Wealth Management (Palm Desert)
California
$35K
UBS Group
14
UBS Group
Switzerland
$24K -$39.9K -3,649 -63%
TRCT
15
Tower Research Capital (TRC)
New York
$22K +$20.7K +1,891 +1,854%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$21K
TDC
17
Thompson Davis & Co
Virginia
$6K
MFS
18
MSI Financial Services
Massachusetts
$1K
CRC
19
Curi RMB Capital
Illinois
-$195K -17,347 Closed
LCM
20
Landscape Capital Management
New Jersey
-$133K -11,821 Closed
KIM
21
Karpus Investment Management
New York
-$128K -11,414 Closed
Wells Fargo
22
Wells Fargo
California
-$5.31K -485 -96%

MXE Hedge Fund Activity: Q2 2016 in Review

19 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q2 2016, worth a combined $44.2M — down 4.3% from $46.2M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of MXE and 0 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 2 added.

The largest buyer was City of London Investment Management, adding an estimated $371K. The largest seller was Gramercy Funds Management, cutting an estimated $267K.

  • 19 institutional investors held Mexico Equity and Income Fund (MXE) as of Q2 2016, down from 22 in Q1 2016.
  • Funds reported $44.2M of Mexico Equity and Income Fund stock for Q2 2016, down 4.3% quarter-over-quarter.
  • 0 funds opened new Mexico Equity and Income Fund positions in Q2 2016 and 3 closed out, a net change of -3 holders.
  • The largest Mexico Equity and Income Fund buyer in Q2 2016 was City of London Investment Management, an estimated $371K added.
  • The largest Mexico Equity and Income Fund seller in Q2 2016 was Gramercy Funds Management, an estimated $267K sold.

Based on aggregated 13F filings for Q2 2016.