Mexico Equity and Income Fund
19 hedge funds and large institutions have $37.5M invested in Mexico Equity and Income Fund in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.
0.13% more ownership
Funds ownership: 55.17% → 55.3% (+0.13%)
0% more funds holding
Funds holding: 19 → 19 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
12% less capital invested
Capital invested by funds: $42.4M → $37.5M (-$4.97M)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$625K |
| 2 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$328K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$193K |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$142K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$29.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$373K |
| 2 |
GFM
Gramercy Funds Management
Greenwich,
Connecticut
|
-$339K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$225K |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
-$201K |
| 5 |
Lazard Asset Management
New York
|
-$195K |
MXE Hedge Fund Activity: Q4 2016 in Review
19 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q4 2016, worth a combined $37.5M — down 12% from $42.4M a quarter earlier.
Fund positioning in MXE was balanced in Q4 2016: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 9 trimmed.
The largest buyer was City of London Investment Management, adding an estimated $625K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $373K sold.
- 19 institutional investors held Mexico Equity and Income Fund (MXE) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $37.5M of Mexico Equity and Income Fund stock for Q4 2016, down 12% quarter-over-quarter.
- 3 funds opened new Mexico Equity and Income Fund positions in Q4 2016 and 3 closed out, a net change of 0 holders.
- The largest Mexico Equity and Income Fund buyer in Q4 2016 was City of London Investment Management, an estimated $625K added.
- The largest Mexico Equity and Income Fund seller in Q4 2016 was Wolverine Asset Management, an estimated $373K sold.
Based on aggregated 13F filings for Q4 2016.