Mexico Fund
MXF
34 hedge funds and large institutions have $57.9M invested in Mexico Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
10% more funds holding
Funds holding: 31 → 34 (+3)
0.22% more ownership
Funds ownership: 46.23% → 46.45% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
39% less capital invested
Capital invested by funds: $95.3M → $57.9M (-$37.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.23M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$967K |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
+$471K |
| 4 |
Verition Fund Management
Greenwich,
Connecticut
|
+$351K |
| 5 |
Lazard Asset Management
New York
|
+$332K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$2.17M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.47M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$431K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$194K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$89.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $16K | +$25.1K | +2,000 | New |
|
|
BFEC
27
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $4K | – | – | – |
|
|
OPS
28
Orion Portfolio Solutions
Omaha,
Nebraska
| $4K | – | – | – |
|
|
TJHA
29
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $3K | +$3.87K | +309 | New |
|
30
Bank of Montreal
Toronto,
Ontario, Canada
| $3K | +$5.01K | +400 | New |
|
|
AF
31
Allworth Financial
Folsom,
California
| $2K | – | – | – |
|
|
NFG
32
Next Financial Group
Houston,
Texas
| $2K | – | – | – |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| $1K | -$11K | -877 | -84% |
|
34
US Bancorp
Minneapolis,
Minnesota
| $1K | +$2.23K | +178 | New |
|
|
CA
35
Cornerstone Advisors
Asheville,
North Carolina
| – | -$2.17M | -157,534 | Closed |
|
|
36
Geode Capital Management
Boston,
Massachusetts
| – | -$431K | -31,438 | Closed |
|
|
NG
37
NWK Group
San Francisco,
California
| – | -$76K | -5,500 | Closed |
|
|
TCWM
38
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$1K | -90 | Closed |
|
MXF Hedge Fund Activity: Q1 2020 in Review
34 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q1 2020, worth a combined $57.9M — down 39% from $95.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MXF positions and 5 closed out — a net gain of 5 holders — while 12 added to existing stakes and 6 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.23M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $2.17M sold.
- 34 institutional investors held Mexico Fund (MXF) as of Q1 2020, up from 31 in Q4 2019.
- Funds reported $57.9M of Mexico Fund stock for Q1 2020, down 39% quarter-over-quarter.
- 10 funds opened new Mexico Fund positions in Q1 2020 and 5 closed out, a net change of +5 holders.
- The largest Mexico Fund buyer in Q1 2020 was Wells Fargo, an estimated $1.23M added.
- The largest Mexico Fund seller in Q1 2020 was Cornerstone Advisors, an estimated $2.17M sold.
Based on aggregated 13F filings for Q1 2020.