Mexico Equity and Income Fund
13 hedge funds and large institutions have $1.07M invested in Mexico Equity and Income Fund in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
111% more capital invested
Capital invested by funds: $509K → $1.07M (+$563K)
18% more funds holding
Funds holding: 11 → 13 (+2)
4.88% more ownership
Funds ownership: 1.28% → 6.16% (+4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
CSS LLC
Chicago,
Illinois
|
+$244K |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$114K |
| 3 |
Lazard Asset Management
New York
|
+$39.5K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$8.87K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$1.77K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$19.4K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$9 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $273K | -$19.4K | -2,187 | -7% |
|
|
CL
2
CSS LLC
Chicago,
Illinois
| $268K | +$244K | +27,566 | New |
|
|
CRC
3
Curi RMB Capital
Chicago,
Illinois
| $154K | +$1.77K | +200 | +1% |
|
|
CA
4
Cornerstone Advisors
Asheville,
North Carolina
| $126K | +$114K | +12,910 | New |
|
|
WAM
5
Wolverine Asset Management
Chicago,
Illinois
| $114K | +$8.87K | +1,002 | +9% |
|
|
6
Lazard Asset Management
New York
| $58K | +$39.5K | +4,465 | +293% |
|
7
Morgan Stanley
New York
| $55K | +$398 | +45 | +0.8% |
|
8
UBS Group
Zurich,
Switzerland
| $10K | – | – | – |
|
|
AAP
9
Arax Advisory Partners
Denver,
Colorado
| $6K | – | – | – |
|
|
WC
10
Winmill & Co
Rochester,
New York
| $4K | – | – | – |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $3K | – | – | – |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| $1K | +$885 | +100 | New |
|
|
13
Wells Fargo
San Francisco,
California
| – | -$9 | -1 | Closed |
|
MXE Hedge Fund Activity: Q4 2020 in Review
13 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q4 2020, worth a combined $1.07M — up 111% from $509K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MXE positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was CSS LLC, opening a new position worth an estimated $244K. The largest seller was Susquehanna International Group, cutting an estimated $19.4K.
- 13 institutional investors held Mexico Equity and Income Fund (MXE) as of Q4 2020, up from 11 in Q3 2020.
- Funds reported $1.07M of Mexico Equity and Income Fund stock for Q4 2020, up 111% quarter-over-quarter.
- 3 funds opened new Mexico Equity and Income Fund positions in Q4 2020 and 1 closed out, a net change of +2 holders.
- The largest Mexico Equity and Income Fund buyer in Q4 2020 was CSS LLC, an estimated $244K added.
- The largest Mexico Equity and Income Fund seller in Q4 2020 was Susquehanna International Group, an estimated $19.4K sold.
Based on aggregated 13F filings for Q4 2020.