Mexico Fund
MXF
28 hedge funds and large institutions have $83.3M invested in Mexico Fund in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 8 closing their positions.
2.75% more ownership
Funds ownership: 39.16% → 41.91% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
13% less capital invested
Capital invested by funds: $95.8M → $83.3M (-$12.5M)
15% less funds holding
Funds holding: 33 → 28 (-5)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$6.8M |
| 2 |
Lazard Asset Management
New York
|
+$821K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$735K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$622K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$204K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.55M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$781K |
| 3 |
PVWM
Point View Wealth Management
Summit,
New Jersey
|
-$716K |
| 4 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$620K |
| 5 |
Morgan Stanley
New York
|
-$367K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $6K | – | – | – |
|
|
BFEC
27
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $6K | – | – | – |
|
|
WAM
28
Wolverine Asset Management
Chicago,
Illinois
| – | -$1.55M | -95,456 | Closed |
|
|
PVWM
29
Point View Wealth Management
Summit,
New Jersey
| – | -$716K | -43,957 | Closed |
|
|
CCP
30
Cardan Capital Partners
Denver,
Colorado
| – | -$620K | -38,016 | Closed |
|
31
Walleye Trading
New York
| – | -$262K | -16,100 | Closed |
|
|
CRC
32
Curi RMB Capital
Chicago,
Illinois
| – | -$242K | -14,839 | Closed |
|
|
EA
33
Elm Advisors
Burlingame,
California
| – | -$49K | -3,000 | Closed |
|
|
SWP
34
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$33K | -2,000 | Closed |
|
MXF Hedge Fund Activity: Q4 2018 in Review
28 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q4 2018, worth a combined $83.3M — down 13% from $95.8M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of MXF and 3 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 8 added.
The largest buyer was City of London Investment Management, adding an estimated $6.8M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.55M sold.
- 28 institutional investors held Mexico Fund (MXF) as of Q4 2018, down from 33 in Q3 2018.
- Funds reported $83.3M of Mexico Fund stock for Q4 2018, down 13% quarter-over-quarter.
- 3 funds opened new Mexico Fund positions in Q4 2018 and 8 closed out, a net change of -5 holders.
- The largest Mexico Fund buyer in Q4 2018 was City of London Investment Management, an estimated $6.8M added.
- The largest Mexico Fund seller in Q4 2018 was Wolverine Asset Management, an estimated $1.55M sold.
Based on aggregated 13F filings for Q4 2018.