Mexico Fund
MXF
27 hedge funds and large institutions have $102M invested in Mexico Fund in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
41% more capital invested
Capital invested by funds: $72.8M → $102M (+$29.7M)
13% more funds holding
Funds holding: 24 → 27 (+3)
2.45% more ownership
Funds ownership: 47.34% → 49.78% (+2.4%)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$3.94M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$606K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$505K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$469K |
| 5 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
+$128K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$939K |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$165K |
| 3 |
CC
Centiva Capital
New York
|
-$120K |
| 4 |
Morgan Stanley
New York
|
-$105K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$23.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $1K | +$1.21K | +100 | New |
|
|
AWA
27
Arete Wealth Advisors
Chicago,
Illinois
| – | -$165K | -16,000 | Closed |
|
|
HCA
28
Horan Capital Advisors
Cincinnati,
Ohio
| – | -$17K | -1,704 | Closed |
|
|
F
29
F3Logic
Burnsville,
Minnesota
| – | -$1.91K | -186 | Closed |
|
30
Fidelity Investments
Boston,
Massachusetts
| – | +$12 | +1 | New |
|
MXF Hedge Fund Activity: Q4 2020 in Review
27 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q4 2020, worth a combined $102M — up 41% from $72.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MXF positions and 3 closed out — a net gain of 3 holders — while 5 added to existing stakes and 6 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $3.94M. The largest seller was Cornerstone Advisors, cutting an estimated $939K.
- 27 institutional investors held Mexico Fund (MXF) as of Q4 2020, up from 24 in Q3 2020.
- Funds reported $102M of Mexico Fund stock for Q4 2020, up 41% quarter-over-quarter.
- 6 funds opened new Mexico Fund positions in Q4 2020 and 3 closed out, a net change of +3 holders.
- The largest Mexico Fund buyer in Q4 2020 was Lazard Asset Management, an estimated $3.94M added.
- The largest Mexico Fund seller in Q4 2020 was Cornerstone Advisors, an estimated $939K sold.
Based on aggregated 13F filings for Q4 2020.