Mexico Fund
MXF
29 hedge funds and large institutions have $13.2M invested in Mexico Fund in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
17% more capital invested
Capital invested by funds: $11.3M → $13.2M (+$1.91M)
4% more funds holding
Funds holding: 28 → 29 (+1)
0.56% more ownership
Funds ownership: 2.72% → 3.28% (+0.56%)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.53M |
| 2 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$543K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$477K |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$273K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$232K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$674K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$345K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$320K |
| 4 |
CWM
Concert Wealth Management
San Jose,
California
|
-$217K |
| 5 |
William Blair & Company
Chicago,
Illinois
|
-$79.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NES
26
New England Securities
New York
| $6K | – | – | – |
|
27
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $5K | – | – | – |
|
|
SSB
28
Sandy Spring Bank
Olney,
Maryland
| $5K | – | – | – |
|
|
LNB
29
Ledyard National Bank
| $3K | – | – | – |
|
|
30
SG Americas Securities
New York
| – | -$674K | -23,007 | Closed |
|
|
CWM
31
Concert Wealth Management
San Jose,
California
| – | -$217K | -7,334 | Closed |
|
|
WRM
32
Westport Resources Management
Westport,
Connecticut
| – | -$23K | -800 | Closed |
|
|
TFA
33
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$6K | -200 | Closed |
|
MXF Hedge Fund Activity: Q1 2014 in Review
29 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q1 2014, worth a combined $13.2M — up 17% from $11.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MXF positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.53M. The largest seller was SG Americas Securities, exiting entirely with an estimated $674K sold.
- 29 institutional investors held Mexico Fund (MXF) as of Q1 2014, up from 28 in Q4 2013.
- Funds reported $13.2M of Mexico Fund stock for Q1 2014, up 17% quarter-over-quarter.
- 5 funds opened new Mexico Fund positions in Q1 2014 and 4 closed out, a net change of +1 holder.
- The largest Mexico Fund buyer in Q1 2014 was Morgan Stanley, an estimated $2.53M added.
- The largest Mexico Fund seller in Q1 2014 was SG Americas Securities, an estimated $674K sold.
Based on aggregated 13F filings for Q1 2014.