Mexico Equity and Income Fund
18 hedge funds and large institutions have $44.7M invested in Mexico Equity and Income Fund in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.
19% more capital invested
Capital invested by funds: $37.5M → $44.7M (+$7.24M)
0.26% more ownership
Funds ownership: 55.3% → 55.57% (+0.26%)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
5% less funds holding
Funds holding: 19 → 18 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$796K |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
+$668K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$256K |
| 4 |
Morgan Stanley
New York
|
+$215K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$96.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFM
Gramercy Funds Management
Greenwich,
Connecticut
|
-$1.21M |
| 2 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$303K |
| 3 |
Lazard Asset Management
New York
|
-$244K |
| 4 |
Jane Street
New York
|
-$93K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$61.6K |
MXE Hedge Fund Activity: Q1 2017 in Review
18 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q1 2017, worth a combined $44.7M — up 19% from $37.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of MXE and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 5 added.
The largest buyer was City of London Investment Management, adding an estimated $796K. The largest seller was Gramercy Funds Management, cutting an estimated $1.21M.
- 18 institutional investors held Mexico Equity and Income Fund (MXE) as of Q1 2017, down from 19 in Q4 2016.
- Funds reported $44.7M of Mexico Equity and Income Fund stock for Q1 2017, up 19% quarter-over-quarter.
- 3 funds opened new Mexico Equity and Income Fund positions in Q1 2017 and 4 closed out, a net change of -1 holder.
- The largest Mexico Equity and Income Fund buyer in Q1 2017 was City of London Investment Management, an estimated $796K added.
- The largest Mexico Equity and Income Fund seller in Q1 2017 was Gramercy Funds Management, an estimated $1.21M sold.
Based on aggregated 13F filings for Q1 2017.