Mexico Fund
MXF
32 hedge funds and large institutions have $51.1M invested in Mexico Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 5 closing their positions.
49% more capital invested
Capital invested by funds: $34.4M → $51.1M (+$16.8M)
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
7% more funds holding
Funds holding: 30 → 32 (+2)
5.73% more ownership
Funds ownership: 13.92% → 19.65% (+5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$9.31M |
| 2 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$5.75M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.11M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$894K |
| 5 |
LCM
Laurion Capital Management
New York
|
+$220K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$2.09M |
| 2 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
-$287K |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$219K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$205K |
| 5 |
Morgan Stanley
New York
|
-$181K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $8K | – | – | – |
|
27
Citigroup
New York
| $8K | – | – | – |
|
|
CTC
28
Central Trust Company
Jefferson City,
Missouri
| $8K | +$7.87K | +469 | New |
|
|
BFEC
29
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $7K | – | – | – |
|
|
VWA
30
V Wealth Advisors
Overland Park,
Kansas
| $4K | +$3.66K | +218 | New |
|
|
CB
31
Community Bank
Dewitt,
New York
| $2K | – | – | – |
|
|
ZIG
32
Zuckerman Investment Group
Chicago,
Illinois
| – | -$287K | -17,500 | Closed |
|
|
TJHA
33
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$219K | -13,345 | Closed |
|
|
FPF
34
FNY Partners Fund
New York
| – | -$16K | -1,000 | Closed |
|
35
AssetMark Inc
Concord,
California
| – | -$10K | -600 | Closed |
|
|
AIM
36
Acrospire Investment Management
Chicago,
Illinois
| – | -$7K | -400 | Closed |
|
MXF Hedge Fund Activity: Q2 2017 in Review
32 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q2 2017, worth a combined $51.1M — up 49% from $34.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new MXF positions and 5 closed out — a net gain of 2 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was Lazard Asset Management, opening a new position worth an estimated $9.31M. The largest seller was City of London Investment Management, cutting an estimated $2.09M.
- 32 institutional investors held Mexico Fund (MXF) as of Q2 2017, up from 30 in Q1 2017.
- Funds reported $51.1M of Mexico Fund stock for Q2 2017, up 49% quarter-over-quarter.
- 7 funds opened new Mexico Fund positions in Q2 2017 and 5 closed out, a net change of +2 holders.
- The largest Mexico Fund buyer in Q2 2017 was Lazard Asset Management, an estimated $9.31M added.
- The largest Mexico Fund seller in Q2 2017 was City of London Investment Management, an estimated $2.09M sold.
Based on aggregated 13F filings for Q2 2017.