Mexico Equity and Income Fund
25 hedge funds and large institutions have $36.9M invested in Mexico Equity and Income Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and closing their positions.
25% more funds holding
Funds holding: 20 → 25 (+5)
22% more capital invested
Capital invested by funds: $30.2M → $36.9M (+$6.62M)
19.71% more ownership
Funds ownership: 41.65% → 61.36% (+20%)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.29M |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
+$704K |
| 3 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$391K |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
+$185K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$89.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$605K |
| 2 |
Lazard Asset Management
New York
|
-$434K |
| 3 |
CL
CSS LLC
Chicago,
Illinois
|
-$291K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$147K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$7.19K |
MXE Hedge Fund Activity: Q4 2019 in Review
25 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q4 2019, worth a combined $36.9M — up 22% from $30.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MXE positions and 0 closed out — a net gain of 5 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $1.29M. The largest seller was City of London Investment Management, cutting an estimated $605K.
- 25 institutional investors held Mexico Equity and Income Fund (MXE) as of Q4 2019, up from 20 in Q3 2019.
- Funds reported $36.9M of Mexico Equity and Income Fund stock for Q4 2019, up 22% quarter-over-quarter.
- 5 funds opened new Mexico Equity and Income Fund positions in Q4 2019 and 0 closed out, a net change of +5 holders.
- The largest Mexico Equity and Income Fund buyer in Q4 2019 was Rivernorth Capital Management, an estimated $1.29M added.
- The largest Mexico Equity and Income Fund seller in Q4 2019 was City of London Investment Management, an estimated $605K sold.
Based on aggregated 13F filings for Q4 2019.