Mexico Fund
MXF
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.
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
14% more capital invested
Capital invested by funds: $123M → $141M (+$17.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.67% less ownership
Funds ownership: 55.78% → 55.11% (-0.67%)
3% less funds holding
Funds holding: 34 → 33 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$510K |
| 2 |
AC
Almitas Capital
Santa Monica,
California
|
+$452K |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$354K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$314K |
| 5 |
MFG
MidWestOne Financial Group
Iowa City,
Iowa
|
+$234K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$2.7M |
| 2 |
Lazard Asset Management
New York
|
-$1.33M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$147K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$17.9K |
| 5 |
CFFP
Center for Financial Planning
Southfied,
Michigan
|
-$14.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
US Bancorp
Minneapolis,
Minnesota
| $20.7K | – | – | – |
|
|
TJHA
27
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $18.8K | +$3.29K | +200 | +22% |
|
|
BWM
28
Baystate Wealth Management
Boston,
Massachusetts
| $15.4K | +$181 | +11 | +1% |
|
|
NA
29
NewEdge Advisors
New Orleans,
Louisiana
| $5.11K | – | – | – |
|
30
Bessemer Group
Woodbridge,
New Jersey
| $5K | +$1.68K | +102 | +51% |
|
|
AF
31
Allworth Financial
Folsom,
California
| $3.4K | – | – | – |
|
32
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | – | – | – |
|
|
GIA
33
GHP Investment Advisors
Denver,
Colorado
| $1.02K | +$988 | +60 | New |
|
|
CA
34
Cornerstone Advisors
Asheville,
North Carolina
| – | -$147K | -10,000 | Closed |
|
|
CFFP
35
Center for Financial Planning
Southfied,
Michigan
| – | -$14.7K | -1,000 | Closed |
|
36
Rockefeller Capital Management
New York
| – | -$9K | -630 | Closed |
|
|
SPIA
37
Steward Partners Investment Advisory
New York
| – | -$5.9K | -400 | Closed |
|
|
TRCT
38
Tower Research Capital (TRC)
New York
| – | -$4K | -300 | Closed |
|
|
ZIG
39
Zullo Investment Group
Scranton,
Pennsylvania
| – | -$3.71K | -252 | Closed |
|
MXF Hedge Fund Activity: Q1 2023 in Review
33 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q1 2023, worth a combined $141M — up 14% from $123M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of MXF and 5 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 12 added.
The largest buyer was Morgan Stanley, adding an estimated $510K. The largest seller was City of London Investment Management, cutting an estimated $2.7M.
- 33 institutional investors held Mexico Fund (MXF) as of Q1 2023, down from 34 in Q4 2022.
- Funds reported $141M of Mexico Fund stock for Q1 2023, up 14% quarter-over-quarter.
- 5 funds opened new Mexico Fund positions in Q1 2023 and 6 closed out, a net change of -1 holder.
- The largest Mexico Fund buyer in Q1 2023 was Morgan Stanley, an estimated $510K added.
- The largest Mexico Fund seller in Q1 2023 was City of London Investment Management, an estimated $2.7M sold.
Based on aggregated 13F filings for Q1 2023.