Mexico Fund
MXF
34 hedge funds and large institutions have $123M invested in Mexico Fund in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
21% more funds holding
Funds holding: 28 → 34 (+6)
12% more capital invested
Capital invested by funds: $110M → $123M (+$13.1M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.67% less ownership
Funds ownership: 56.45% → 55.78% (-0.67%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$5.84M |
| 2 |
AC
Almitas Capital
Santa Monica,
California
|
+$633K |
| 3 |
ICM
Ionic Capital Management
New York
|
+$400K |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
+$379K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$351K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$4.38M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$4.13M |
| 3 |
BFM
Boothbay Fund Management
New York
|
-$572K |
| 4 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$572K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$167K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWM
26
Baystate Wealth Management
Boston,
Massachusetts
| $13K | +$160 | +11 | +1% |
|
27
Rockefeller Capital Management
New York
| $9K | +$116 | +8 | +1% |
|
|
SPIA
28
Steward Partners Investment Advisory
New York
| $5.9K | +$5.81K | +400 | New |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $4K | +$1.45K | +100 | +50% |
|
|
ZIG
30
Zullo Investment Group
Scranton,
Pennsylvania
| $3.71K | – | – | – |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | – | – | – |
|
32
Bessemer Group
Woodbridge,
New Jersey
| $3K | +$2.91K | +200 | New |
|
|
AF
33
Allworth Financial
Folsom,
California
| $2.95K | -$11.3K | -778 | -80% |
|
|
NA
34
NewEdge Advisors
New Orleans,
Louisiana
| $4 | +$4.36K | +300 | New |
|
|
BFM
35
Boothbay Fund Management
New York
| – | -$572K | -43,900 | Closed |
|
|
BI
36
Bulldog Investors
Saddle Brook,
New Jersey
| – | -$572K | -43,900 | Closed |
|
37
Bank of America
Charlotte,
North Carolina
| – | -$29K | -2,197 | Closed |
|
MXF Hedge Fund Activity: Q4 2022 in Review
34 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q4 2022, worth a combined $123M — up 12% from $110M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MXF positions and 3 closed out — a net gain of 6 holders — while 12 added to existing stakes and 6 trimmed.
The largest buyer was Allspring Global Investments, adding an estimated $5.84M. The largest seller was Lazard Asset Management, cutting an estimated $4.38M.
- 34 institutional investors held Mexico Fund (MXF) as of Q4 2022, up from 28 in Q3 2022.
- Funds reported $123M of Mexico Fund stock for Q4 2022, up 12% quarter-over-quarter.
- 9 funds opened new Mexico Fund positions in Q4 2022 and 3 closed out, a net change of +6 holders.
- The largest Mexico Fund buyer in Q4 2022 was Allspring Global Investments, an estimated $5.84M added.
- The largest Mexico Fund seller in Q4 2022 was Lazard Asset Management, an estimated $4.38M sold.
Based on aggregated 13F filings for Q4 2022.