Mexico Fund
MXF
36 hedge funds and large institutions have $137M invested in Mexico Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
9% more funds holding
Funds holding: 33 → 36 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.83% less ownership
Funds ownership: 55.11% → 54.29% (-0.83%)
3% less capital invested
Capital invested by funds: $141M → $137M (-$3.88M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RL
RPO LLC
Stamford,
Connecticut
|
+$1.76M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.36M |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
+$1.16M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$996K |
| 5 |
BFM
Boothbay Fund Management
New York
|
+$792K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$9.2M |
| 2 |
Barclays
London,
United Kingdom
|
-$142K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$83.6K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$50.8K |
| 5 |
Lazard Asset Management
New York
|
-$43.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $36.8K | +$17 | +1 | +0% |
|
27
Bank of America
Charlotte,
North Carolina
| $35.4K | – | – | – |
|
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $28K | -$50.8K | -3,037 | -65% |
|
29
US Bancorp
Minneapolis,
Minnesota
| $20.4K | – | – | – |
|
|
BWM
30
Baystate Wealth Management
Boston,
Massachusetts
| $15.3K | +$184 | +11 | +1% |
|
|
TJHA
31
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $12.5K | -$6.02K | -360 | -33% |
|
32
Bessemer Group
Woodbridge,
New Jersey
| $6K | +$735 | +44 | +15% |
|
|
NA
33
NewEdge Advisors
New Orleans,
Louisiana
| $5.03K | – | – | – |
|
|
AF
34
Allworth Financial
Folsom,
California
| $3.36K | – | – | – |
|
35
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | – | – | – |
|
|
GIA
36
GHP Investment Advisors
Denver,
Colorado
| $1.04K | – | – | – |
|
|
37
Barclays
London,
United Kingdom
| – | -$142K | -8,322 | Closed |
|
MXF Hedge Fund Activity: Q2 2023 in Review
36 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q2 2023, worth a combined $137M — down 2.8% from $141M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MXF positions and 1 closed out — a net gain of 3 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was RPO LLC, opening a new position worth an estimated $1.76M. The largest seller was City of London Investment Management, cutting an estimated $9.2M.
- 36 institutional investors held Mexico Fund (MXF) as of Q2 2023, up from 33 in Q1 2023.
- Funds reported $137M of Mexico Fund stock for Q2 2023, down 2.8% quarter-over-quarter.
- 4 funds opened new Mexico Fund positions in Q2 2023 and 1 closed out, a net change of +3 holders.
- The largest Mexico Fund buyer in Q2 2023 was RPO LLC, an estimated $1.76M added.
- The largest Mexico Fund seller in Q2 2023 was City of London Investment Management, an estimated $9.2M sold.
Based on aggregated 13F filings for Q2 2023.