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MXF

Mexico Fund
MXF

32 hedge funds and large institutions have $79.7M invested in Mexico Fund in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $70.5M → $79.7M (+$9.24M)

2.86% more ownership

Funds ownership: 29.93% → 32.79% (+2.9%)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

20% less funds holding

Funds holding: 40 → 32 (-8)

80% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 10

Holders
32
Holders Change
-8
Holders Change %
-20%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
9
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
+$6.69M
2
Wells Fargo
Wells Fargo
California
+$6.48M
3
Morgan Stanley
Morgan Stanley
New York
+$1.43M
4
CCP
Cardan Capital Partners
Colorado
+$581K
5
CRC
Curi RMB Capital
Illinois
+$518K

Top Sellers

Rank Fund Capital Flow
1
Aberdeen Group
Aberdeen Group
United Kingdom
-$4.14M
2
Lazard Asset Management
Lazard Asset Management
New York
-$877K
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$587K
4
AGM
Alpine Global Management
New York
-$542K
5
MC
Matisse Capital
Oregon
-$539K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$39K -$8.94K -546 -19%
SWP
27
Stratos Wealth Partners
Ohio
$16K +$16.4K +1,000 New
AF
28
Allworth Financial
California
$14K – – –
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$7K – – –
BFEC
30
Benjamin F. Edwards & Company
Missouri
$7K – – –
CB
31
Community Bank
New York
$5K -$2.05K -125 -28%
KF
32
Krilogy Financial
Missouri
$1K – – –
Aberdeen Group
33
Aberdeen Group
United Kingdom
– -$4.14M -262,595 Closed
Geode Capital Management
34
Geode Capital Management
Massachusetts
– -$587K -37,285 Closed
AGM
35
Alpine Global Management
New York
– -$542K -34,392 Closed
PVWM
36
Point View Wealth Management
New Jersey
– -$507K -32,171 Closed
BFM
37
Boothbay Fund Management
New York
– -$491K -31,201 Closed
WAM
38
Weiss Asset Management
Massachusetts
– -$205K -13,041 Closed
KJWM
39
Kiley Juergens Wealth Management
Washington
– -$65K -4,172 Closed
GFM
40
Gramercy Funds Management
Connecticut
– -$57K -3,650 Closed
WT
41
Whittier Trust
California
– -$32K -2,000 Closed
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$2K -135 Closed
1
2

MXF Hedge Fund Activity: Q1 2018 in Review

32 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q1 2018, worth a combined $79.7M — up 13% from $70.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of MXF and 2 opened new positions — a net loss of 8 holders — while 11 trimmed existing stakes and 9 added.

The largest buyer was City of London Investment Management, adding an estimated $6.69M. The largest seller was Aberdeen Group, exiting entirely with an estimated $4.14M sold.

  • 32 institutional investors held Mexico Fund (MXF) as of Q1 2018, down from 40 in Q4 2017.
  • Funds reported $79.7M of Mexico Fund stock for Q1 2018, up 13% quarter-over-quarter.
  • 2 funds opened new Mexico Fund positions in Q1 2018 and 10 closed out, a net change of -8 holders.
  • The largest Mexico Fund buyer in Q1 2018 was City of London Investment Management, an estimated $6.69M added.
  • The largest Mexico Fund seller in Q1 2018 was Aberdeen Group, an estimated $4.14M sold.

Based on aggregated 13F filings for Q1 2018.