Mexico Fund
MXF
30 hedge funds and large institutions have $34.4M invested in Mexico Fund in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 7 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
15% more capital invested
Capital invested by funds: $29.8M → $34.4M (+$4.51M)
0.19% more ownership
Funds ownership: 13.73% → 13.92% (+0.19%)
9% less funds holding
Funds holding: 33 → 30 (-3)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$2.3M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.02M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$525K |
| 4 |
PVWM
Point View Wealth Management
Summit,
New Jersey
|
+$289K |
| 5 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
+$260K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$2.03M |
| 2 |
TAM
Tocqueville Asset Management
New York
|
-$1.2M |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$677K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$384K |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$222K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $7K | -$1.49K | -100 | -18% |
|
|
BFEC
27
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $7K | – | – | – |
|
28
Citigroup
New York
| $7K | – | – | – |
|
|
CB
29
Community Bank
Dewitt,
New York
| $2K | – | – | – |
|
|
30
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$2.03M | -130,000 | Closed |
|
|
TAM
31
Tocqueville Asset Management
New York
| – | -$1.2M | -79,623 | Closed |
|
|
DA
32
Doliver Advisors
Houston,
Texas
| – | -$677K | -45,025 | Closed |
|
|
LCM
33
Landscape Capital Management
Englewood,
New Jersey
| – | -$384K | -25,550 | Closed |
|
|
WAM
34
Weiss Asset Management
Boston,
Massachusetts
| – | -$222K | -15,768 | Closed |
|
35
Northern Trust
Chicago,
Illinois
| – | -$150K | -10,000 | Closed |
|
|
NFG
36
Next Financial Group
Houston,
Texas
| – | -$3K | -200 | Closed |
|
MXF Hedge Fund Activity: Q1 2017 in Review
30 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q1 2017, worth a combined $34.4M — up 15% from $29.8M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of MXF and 5 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 12 added.
The largest buyer was City of London Investment Management, adding an estimated $2.3M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $2.03M sold.
- 30 institutional investors held Mexico Fund (MXF) as of Q1 2017, down from 33 in Q4 2016.
- Funds reported $34.4M of Mexico Fund stock for Q1 2017, up 15% quarter-over-quarter.
- 5 funds opened new Mexico Fund positions in Q1 2017 and 7 closed out, a net change of -2 holders.
- The largest Mexico Fund buyer in Q1 2017 was City of London Investment Management, an estimated $2.3M added.
- The largest Mexico Fund seller in Q1 2017 was 1832 Asset Management, an estimated $2.03M sold.
Based on aggregated 13F filings for Q1 2017.