Mexico Fund
MXF
28 hedge funds and large institutions have $120M invested in Mexico Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
10% more capital invested
Capital invested by funds: $109M → $120M (+$10.9M)
8% more funds holding
Funds holding: 26 → 28 (+2)
1.07% more ownership
Funds ownership: 51.41% → 52.48% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.06M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$836K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$681K |
| 4 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
+$314K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$296K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$517K |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$318K |
| 3 |
Morgan Stanley
New York
|
-$119K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$61.3K |
| 5 |
PGFC
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
-$10.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Allworth Financial
Folsom,
California
| $3K | – | – | – |
|
|
NFG
27
Next Financial Group
Houston,
Texas
| $3K | – | – | – |
|
28
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$6K | -400 | Closed |
|
|
TCWM
29
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$1K | -90 | Closed |
|
MXF Hedge Fund Activity: Q2 2021 in Review
28 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q2 2021, worth a combined $120M — up 10% from $109M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MXF positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.06M. The largest seller was Lazard Asset Management, cutting an estimated $517K.
- 28 institutional investors held Mexico Fund (MXF) as of Q2 2021, up from 26 in Q1 2021.
- Funds reported $120M of Mexico Fund stock for Q2 2021, up 10% quarter-over-quarter.
- 4 funds opened new Mexico Fund positions in Q2 2021 and 2 closed out, a net change of +2 holders.
- The largest Mexico Fund buyer in Q2 2021 was Wells Fargo, an estimated $1.06M added.
- The largest Mexico Fund seller in Q2 2021 was Lazard Asset Management, an estimated $517K sold.
Based on aggregated 13F filings for Q2 2021.