Mexico Fund
MXF
37 hedge funds and large institutions have $128M invested in Mexico Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
3% more funds holding
Funds holding: 36 → 37 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.55% less ownership
Funds ownership: 54.29% → 51.74% (-2.5%)
7% less capital invested
Capital invested by funds: $137M → $128M (-$9.02M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.4M |
| 2 |
QC
Quantedge Capital
Singapore
|
+$569K |
| 3 |
Morgan Stanley
New York
|
+$434K |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
+$264K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$204K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$8.44M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$887K |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$319K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$154K |
| 5 |
Lazard Asset Management
New York
|
-$129K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $52.6K | +$17.2K | +1,001 | +46% |
|
|
GI
27
Gradient Investments
Arden Hills,
Minnesota
| $50.7K | – | – | – |
|
28
UBS Group
Zurich,
Switzerland
| $40K | – | – | – |
|
29
JP Morgan Chase
New York
| $29.8K | +$31.2K | +1,808 | New |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $28K | +$862 | +50 | +3% |
|
31
US Bancorp
Minneapolis,
Minnesota
| $20.1K | – | – | – |
|
|
BWM
32
Baystate Wealth Management
Boston,
Massachusetts
| $15.2K | +$172 | +10 | +1% |
|
|
TJHA
33
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $12.3K | – | – | – |
|
34
Bessemer Group
Woodbridge,
New Jersey
| $6K | +$706 | +41 | +12% |
|
|
AF
35
Allworth Financial
Folsom,
California
| $3.29K | – | – | – |
|
36
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | – | – | – |
|
|
TRCT
37
Tower Research Capital (TRC)
New York
| $1.65K | +$1.72K | +100 | New |
|
38
Bank of America
Charlotte,
North Carolina
| – | -$35.4K | -2,112 | Closed |
|
|
NA
39
NewEdge Advisors
New Orleans,
Louisiana
| – | -$5.03K | -300 | Closed |
|
|
GIA
40
GHP Investment Advisors
Denver,
Colorado
| – | -$1.04K | -60 | Closed |
|
MXF Hedge Fund Activity: Q3 2023 in Review
37 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q3 2023, worth a combined $128M — down 6.6% from $137M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MXF positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 9 trimmed.
The largest buyer was Allspring Global Investments, adding an estimated $1.4M. The largest seller was City of London Investment Management, cutting an estimated $8.44M.
- 37 institutional investors held Mexico Fund (MXF) as of Q3 2023, up from 36 in Q2 2023.
- Funds reported $128M of Mexico Fund stock for Q3 2023, down 6.6% quarter-over-quarter.
- 4 funds opened new Mexico Fund positions in Q3 2023 and 3 closed out, a net change of +1 holder.
- The largest Mexico Fund buyer in Q3 2023 was Allspring Global Investments, an estimated $1.4M added.
- The largest Mexico Fund seller in Q3 2023 was City of London Investment Management, an estimated $8.44M sold.
Based on aggregated 13F filings for Q3 2023.