Mexico Equity and Income Fund
18 hedge funds and large institutions have $47.6M invested in Mexico Equity and Income Fund in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
6% more capital invested
Capital invested by funds: $44.7M → $47.6M (+$2.89M)
0.81% more ownership
Funds ownership: 55.57% → 56.37% (+0.81%)
0% more funds holding
Funds holding: 18 → 18 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$685K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$576K |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
+$155K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$80.8K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$27.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$729K |
| 2 |
GFM
Gramercy Funds Management
Greenwich,
Connecticut
|
-$54K |
| 3 |
Lazard Asset Management
New York
|
-$52.4K |
| 4 |
Morgan Stanley
New York
|
-$43.2K |
| 5 |
BCM
Blume Capital Management
Berkeley,
California
|
-$14.5K |
MXE Hedge Fund Activity: Q2 2017 in Review
18 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q2 2017, worth a combined $47.6M — up 6.5% from $44.7M a quarter earlier.
Fund positioning in MXE was balanced in Q2 2017: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 5 trimmed.
The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $685K. The largest seller was City of London Investment Management, cutting an estimated $729K.
- 18 institutional investors held Mexico Equity and Income Fund (MXE) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $47.6M of Mexico Equity and Income Fund stock for Q2 2017, up 6.5% quarter-over-quarter.
- 2 funds opened new Mexico Equity and Income Fund positions in Q2 2017 and 2 closed out, a net change of 0 holders.
- The largest Mexico Equity and Income Fund buyer in Q2 2017 was Thomas J. Herzfeld Advisors, an estimated $685K added.
- The largest Mexico Equity and Income Fund seller in Q2 2017 was City of London Investment Management, an estimated $729K sold.
Based on aggregated 13F filings for Q2 2017.