Mexico Equity and Income Fund
20 hedge funds and large institutions have $49.1M invested in Mexico Equity and Income Fund in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
11% more funds holding
Funds holding: 18 → 20 (+2)
3% more capital invested
Capital invested by funds: $47.6M → $49.1M (+$1.52M)
0.95% more ownership
Funds ownership: 56.37% → 57.32% (+0.95%)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFM
Gramercy Funds Management
Greenwich,
Connecticut
|
+$351K |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$176K |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
+$167K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$151K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$223K |
| 2 |
BCM
Blume Capital Management
Berkeley,
California
|
-$40K |
| 3 |
Lazard Asset Management
New York
|
-$33.9K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$7.69K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$5.95K |
MXE Hedge Fund Activity: Q3 2017 in Review
20 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q3 2017, worth a combined $49.1M — up 3.2% from $47.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MXE positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Gramercy Funds Management, opening a new position worth an estimated $351K. The largest seller was Wolverine Asset Management, cutting an estimated $223K.
- 20 institutional investors held Mexico Equity and Income Fund (MXE) as of Q3 2017, up from 18 in Q2 2017.
- Funds reported $49.1M of Mexico Equity and Income Fund stock for Q3 2017, up 3.2% quarter-over-quarter.
- 3 funds opened new Mexico Equity and Income Fund positions in Q3 2017 and 1 closed out, a net change of +2 holders.
- The largest Mexico Equity and Income Fund buyer in Q3 2017 was Gramercy Funds Management, an estimated $351K added.
- The largest Mexico Equity and Income Fund seller in Q3 2017 was Wolverine Asset Management, an estimated $223K sold.
Based on aggregated 13F filings for Q3 2017.