Mexico Equity and Income Fund
25 hedge funds and large institutions have $51.3M invested in Mexico Equity and Income Fund in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
19% more funds holding
Funds holding: 21 → 25 (+4)
19% more capital invested
Capital invested by funds: $43.1M → $51.3M (+$8.16M)
0.08% more ownership
Funds ownership: 56.73% → 56.81% (+0.08%)
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
CSS LLC
Chicago,
Illinois
|
+$1.15M |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$786K |
| 3 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$452K |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$131K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$127K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.61M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$1.03M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$123K |
| 4 |
Lazard Asset Management
New York
|
-$66.8K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$58.9K |
MXE Hedge Fund Activity: Q3 2018 in Review
25 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q3 2018, worth a combined $51.3M — up 19% from $43.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MXE positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 10 trimmed.
The largest buyer was CSS LLC, adding an estimated $1.15M. The largest seller was City of London Investment Management, cutting an estimated $1.61M.
- 25 institutional investors held Mexico Equity and Income Fund (MXE) as of Q3 2018, up from 21 in Q2 2018.
- Funds reported $51.3M of Mexico Equity and Income Fund stock for Q3 2018, up 19% quarter-over-quarter.
- 5 funds opened new Mexico Equity and Income Fund positions in Q3 2018 and 1 closed out, a net change of +4 holders.
- The largest Mexico Equity and Income Fund buyer in Q3 2018 was CSS LLC, an estimated $1.15M added.
- The largest Mexico Equity and Income Fund seller in Q3 2018 was City of London Investment Management, an estimated $1.61M sold.
Based on aggregated 13F filings for Q3 2018.