Mexico Equity and Income Fund
12 hedge funds and large institutions have $317K invested in Mexico Equity and Income Fund in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 4 closing their positions.
176% more capital invested
Capital invested by funds: $115K → $317K (+$202K)
0.49% more ownership
Funds ownership: 0.31% → 0.8% (+0.49%)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$217K |
| 2 |
Morgan Stanley
New York
|
+$5.1K |
| 3 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$4.5K |
| 4 |
WC
Winmill & Co
Rochester,
New York
|
+$2.81K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.18K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$22.8K |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$9K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$5K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4K |
| 5 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $225K | +$217K | +29,276 | New |
|
|
WAM
2
Wolverine Asset Management
Chicago,
Illinois
| $51K | -$22.8K | -3,074 | -31% |
|
3
Lazard Asset Management
New York
| $12K | – | – | – |
|
|
4
Morgan Stanley
New York
| $10K | +$5.1K | +689 | +103% |
|
5
UBS Group
Zurich,
Switzerland
| $8K | – | – | – |
|
|
AAP
6
Arax Advisory Partners
Denver,
Colorado
| $5K | +$4.5K | +608 | New |
|
|
WC
7
Winmill & Co
Rochester,
New York
| $3K | +$2.81K | +380 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $2K | – | – | – |
|
|
CAN
9
Cetera Advisor Networks
El Segundo,
California
| $1K | +$1.18K | +160 | New |
|
|
GT
10
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$9K | -862 | Closed |
|
|
11
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$5K | -693 | Closed |
|
|
SBL
12
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$4K | -608 | Closed |
|
|
13
Bank of America
Charlotte,
North Carolina
| – | -$4K | -562 | Closed |
|
MXE Hedge Fund Activity: Q2 2020 in Review
12 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q2 2020, worth a combined $317K — up 176% from $115K a quarter earlier.
Fund positioning in MXE was balanced in Q2 2020: 4 funds opened new positions, 4 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $217K. The largest seller was Wolverine Asset Management, cutting an estimated $22.8K.
- 12 institutional investors held Mexico Equity and Income Fund (MXE) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $317K of Mexico Equity and Income Fund stock for Q2 2020, up 176% quarter-over-quarter.
- 4 funds opened new Mexico Equity and Income Fund positions in Q2 2020 and 4 closed out, a net change of 0 holders.
- The largest Mexico Equity and Income Fund buyer in Q2 2020 was Susquehanna International Group, an estimated $217K added.
- The largest Mexico Equity and Income Fund seller in Q2 2020 was Wolverine Asset Management, an estimated $22.8K sold.
Based on aggregated 13F filings for Q2 2020.