MXF

Mexico Fund
MXF

Overview Fund Activity

33 hedge funds and large institutions have $141M invested in Mexico Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
12
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$928K
2
AC
2
Almitas Capital
California
$1.21M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$31.1M
4
WAM
4
Wolverine Asset Management
Illinois
$944K
5
MFG
5
MidWestOne Financial Group
Iowa
$242K

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$75.4M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$22M
3
CA
3
Cornerstone Advisors
North Carolina
$0
4
UBS Group
4
UBS Group
Switzerland
$57.7K
5
CFFP
5
Center for Financial Planning
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$20.7K 1,218 – –
TJHA
27
Thomas J. Herzfeld Advisors
Florida
$18.8K 1,105 +200 +22%
BWM
28
Baystate Wealth Management
Massachusetts
$15.4K 902 +11 +1%
NA
29
NewEdge Advisors
Louisiana
$5.11K 300 – –
Bessemer Group
30
Bessemer Group
New Jersey
$5K 302 +102 +51%
AF
31
Allworth Financial
California
$3.4K 200 – –
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$3K 177 – –
GIA
33
GHP Investment Advisors
Colorado
$1.02K 60 +60 New
CA
34
Cornerstone Advisors
North Carolina
– – -10,000 Closed
CFFP
35
Center for Financial Planning
Michigan
– – -1,000 Closed
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
– – -630 Closed
SPIA
37
Steward Partners Investment Advisory
New York
– – -400 Closed
TRCT
38
Tower Research Capital (TRC)
New York
– – -300 Closed
ZIG
39
Zullo Investment Group
Pennsylvania
– – -252 Closed
CFGS
40
Concourse Financial Group Securities
Alabama
– – – –
1
2