Mexico Fund
MXF
35 hedge funds and large institutions have $82.5M invested in Mexico Fund in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
9% more funds holding
Funds holding: 32 → 35 (+3)
3.49% more ownership
Funds ownership: 32.79% → 36.28% (+3.5%)
3% more capital invested
Capital invested by funds: $79.7M → $82.5M (+$2.72M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$8.57M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$242K |
| 4 |
Lazard Asset Management
New York
|
+$139K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$70.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$1.47M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.25M |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
-$517K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$279K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$214K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WT
26
Washington Trust
Westerly,
Rhode Island
| $44K | +$44.6K | +2,896 | New |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $43K | +$8.08K | +525 | +22% |
|
|
AF
28
Allworth Financial
Folsom,
California
| $13K | – | – | – |
|
29
US Bancorp
Minneapolis,
Minnesota
| $10K | +$10.6K | +687 | New |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $9K | -$82.6K | -5,367 | -90% |
|
31
Bank of Montreal
Toronto,
Ontario, Canada
| $7K | – | – | – |
|
|
BFEC
32
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $6K | – | – | – |
|
|
CB
33
Community Bank
Dewitt,
New York
| $5K | – | – | – |
|
34
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | +$2.29K | +149 | New |
|
|
LCM
35
Landscape Capital Management
Englewood,
New Jersey
| – | -$214K | -13,197 | Closed |
|
|
SWP
36
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$16K | -1,000 | Closed |
|
MXF Hedge Fund Activity: Q2 2018 in Review
35 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q2 2018, worth a combined $82.5M — up 3.4% from $79.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MXF positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was City of London Investment Management, adding an estimated $8.57M. The largest seller was Curi RMB Capital, cutting an estimated $1.47M.
- 35 institutional investors held Mexico Fund (MXF) as of Q2 2018, up from 32 in Q1 2018.
- Funds reported $82.5M of Mexico Fund stock for Q2 2018, up 3.4% quarter-over-quarter.
- 5 funds opened new Mexico Fund positions in Q2 2018 and 2 closed out, a net change of +3 holders.
- The largest Mexico Fund buyer in Q2 2018 was City of London Investment Management, an estimated $8.57M added.
- The largest Mexico Fund seller in Q2 2018 was Curi RMB Capital, an estimated $1.47M sold.
Based on aggregated 13F filings for Q2 2018.