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MXF

Mexico Fund
MXF

34 hedge funds and large institutions have $32.1M invested in Mexico Fund in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $20.5M → $32.1M (+$11.5M)

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

5.12% more ownership

Funds ownership: 7.8% → 12.92% (+5.1%)

3% more funds holding

Funds holding: 33 → 34 (+1)

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Aberdeen Asset Management
United Kingdom
+$4.87M
2
COLIM
City of London Investment Management
United Kingdom
+$4.75M
3
Wells Fargo
Wells Fargo
California
+$2.07M
4
CRC
Curi RMB Capital
Illinois
+$584K
5
DA
Doliver Advisors
Texas
+$568K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$688K
2
CWM
Concert Wealth Management
California
-$251K
3
LIM
Loudon Investment Management
New Hampshire
-$199K
4
UBS Group
UBS Group
Switzerland
-$93.2K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$35K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
26
Allworth Financial
California
$14K – – –
AIG
27
American International Group
New York
$11K -$1.79K -100 -13%
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$11K – – –
IA
29
IFP Advisors
Florida
$10K +$10.7K +600 New
Creative Planning
30
Creative Planning
Kansas
$8K -$8.93K -500 -50%
WAM
31
Wealthspire Advisors (Maryland)
Maryland
$8K +$8.93K +500 New
BFEC
32
Benjamin F. Edwards & Company
Missouri
$7K – – –
MFS
33
MSI Financial Services
Massachusetts
$4K – – –
TF
34
Tompkins Financial
New York
$4K – – –
CWM
35
Concert Wealth Management
California
– -$251K -14,313 Closed
LIM
36
Loudon Investment Management
New Hampshire
– -$199K -11,430 Closed
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
– -$35K -2,000 Closed
DLHL
38
Donald L. Hagan LLC
Florida
– -$24K -1,400 Closed
CFSG
39
Community Financial Services Group
Vermont
– -$5K -276 Closed
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
– -$4K -248 Closed
LNB
41
Ledyard National Bank
– -$2K -125 Closed
1
2

MXF Hedge Fund Activity: Q4 2015 in Review

34 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q4 2015, worth a combined $32.1M — up 56% from $20.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MXF positions and 7 closed out — a net gain of 2 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Aberdeen Asset Management, opening a new position worth an estimated $4.87M. The largest seller was Royal Bank of Canada, cutting an estimated $688K.

  • 34 institutional investors held Mexico Fund (MXF) as of Q4 2015, up from 33 in Q3 2015.
  • Funds reported $32.1M of Mexico Fund stock for Q4 2015, up 56% quarter-over-quarter.
  • 9 funds opened new Mexico Fund positions in Q4 2015 and 7 closed out, a net change of +2 holders.
  • The largest Mexico Fund buyer in Q4 2015 was Aberdeen Asset Management, an estimated $4.87M added.
  • The largest Mexico Fund seller in Q4 2015 was Royal Bank of Canada, an estimated $688K sold.

Based on aggregated 13F filings for Q4 2015.