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MXF

Mexico Fund
MXF

40 hedge funds and large institutions have $70.5M invested in Mexico Fund in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

21% more funds holding

Funds holding: 33 → 40 (+7)

12% more capital invested

Capital invested by funds: $62.8M → $70.5M (+$7.72M)

5.6% more ownership

Funds ownership: 24.33% → 29.93% (+5.6%)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

Holders
40
Holders Change
+7
Holders Change %
+21.21%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
+$9.43M
2
MC
Matisse Capital
Oregon
+$1.86M
3
1CP
1607 Capital Partners
Virginia
+$996K
4
BFM
Boothbay Fund Management
New York
+$498K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$330K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$647K
2
WAM
Wolverine Asset Management
Illinois
-$473K
3
AGM
Alpine Global Management
New York
-$350K
4
Citadel Advisors
Citadel Advisors
Florida
-$241K
5
CRC
Curi RMB Capital
Illinois
-$239K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
Advisor Group
Arizona
$181K +$6.66K +417 +4%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$151K -$24K -1,500 -14%
IA
28
IFP Advisors
Florida
$94K – – –
KJWM
29
Kiley Juergens Wealth Management
Washington
$65K +$66.7K +4,172 New
GFM
30
Gramercy Funds Management
Connecticut
$57K -$157K -9,850 -73%
GI
31
Gradient Investments
Minnesota
$49K +$49.2K +3,080 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$46K -$1.05K -66 -2%
WT
33
Whittier Trust
California
$32K – – –
AF
34
Allworth Financial
California
$13K – – –
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$7K – – –
BFEC
36
Benjamin F. Edwards & Company
Missouri
$7K – – –
CB
37
Community Bank
New York
$7K +$5.19K +325 +260%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K +$16 +1 +0.7%
KF
39
Krilogy Financial
Missouri
$1K – – –
Walleye Trading
40
Walleye Trading
New York
$257 +$260K +16,300 New
Citadel Advisors
41
Citadel Advisors
Florida
– -$241K -14,028 Closed
Citigroup
42
Citigroup
New York
– -$8K -450 Closed
1
2

MXF Hedge Fund Activity: Q4 2017 in Review

40 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q4 2017, worth a combined $70.5M — up 12% from $62.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MXF positions and 2 closed out — a net gain of 7 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $9.43M. The largest seller was Morgan Stanley, cutting an estimated $647K.

  • 40 institutional investors held Mexico Fund (MXF) as of Q4 2017, up from 33 in Q3 2017.
  • Funds reported $70.5M of Mexico Fund stock for Q4 2017, up 12% quarter-over-quarter.
  • 9 funds opened new Mexico Fund positions in Q4 2017 and 2 closed out, a net change of +7 holders.
  • The largest Mexico Fund buyer in Q4 2017 was City of London Investment Management, an estimated $9.43M added.
  • The largest Mexico Fund seller in Q4 2017 was Morgan Stanley, an estimated $647K sold.

Based on aggregated 13F filings for Q4 2017.