Mexico Fund
MXF
28 hedge funds and large institutions have $11.3M invested in Mexico Fund in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 6 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
8% more funds holding
Funds holding: 26 → 28 (+2)
0.22% less ownership
Funds ownership: 2.94% → 2.72% (-0.22%)
4% less capital invested
Capital invested by funds: $11.8M → $11.3M (-$436K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$926K |
| 2 |
SG Americas Securities
New York
|
+$665K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$386K |
| 4 |
LPL Financial
San Diego,
California
|
+$227K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$149K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$452K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$233K |
| 3 |
Comerica Bank
Dallas,
Texas
|
-$208K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$93K |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
-$21.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Ameriprise
Minneapolis,
Minnesota
| $6K | +$6.21K | +215 | New |
|
27
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $5K | +$5.78K | +200 | New |
|
|
LNB
28
Ledyard National Bank
| $4K | +$3.61K | +125 | New |
|
|
29
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$233K | -7,998 | Closed |
|
|
30
Comerica Bank
Dallas,
Texas
| – | -$208K | -7,137 | Closed |
|
|
31
Creative Planning
Overland Park,
Kansas
| – | -$93K | -3,200 | Closed |
|
|
CFSG
32
Community Financial Services Group
Newport,
Vermont
| – | -$8K | -276 | Closed |
|
33
M&T Bank
Buffalo,
New York
| – | -$6K | -200 | Closed |
|
34
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$6K | -200 | Closed |
|
MXF Hedge Fund Activity: Q4 2013 in Review
28 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q4 2013, worth a combined $11.3M — down 3.7% from $11.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MXF positions and 6 closed out — a net gain of 3 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $926K. The largest seller was Wells Fargo, cutting an estimated $452K.
- 28 institutional investors held Mexico Fund (MXF) as of Q4 2013, up from 26 in Q3 2013.
- Funds reported $11.3M of Mexico Fund stock for Q4 2013, down 3.7% quarter-over-quarter.
- 9 funds opened new Mexico Fund positions in Q4 2013 and 6 closed out, a net change of +3 holders.
- The largest Mexico Fund buyer in Q4 2013 was Morgan Stanley, an estimated $926K added.
- The largest Mexico Fund seller in Q4 2013 was Wells Fargo, an estimated $452K sold.
Based on aggregated 13F filings for Q4 2013.