Mexico Fund
MXF
35 hedge funds and large institutions have $116M invested in Mexico Fund in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 2 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
0.55% more ownership
Funds ownership: 48.63% → 49.18% (+0.55%)
0% more funds holding
Funds holding: 35 → 35 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
16% less capital invested
Capital invested by funds: $138M → $116M (-$21.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.07M |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
+$808K |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$746K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$480K |
| 5 |
QC
Quantedge Capital
Singapore
|
+$248K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.45M |
| 2 |
Lazard Asset Management
New York
|
-$426K |
| 3 |
VCWA
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
-$366K |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
-$240K |
| 5 |
TCPG
Trivant Custom Portfolio Group
San Diego,
California
|
-$76.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $67.8K | +$33.9K | +1,911 | +82% |
|
27
Wells Fargo
San Francisco,
California
| $48.4K | – | – | – |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $24K | – | – | – |
|
29
US Bancorp
Minneapolis,
Minnesota
| $19.5K | – | – | – |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $18.5K | -$9.77K | -551 | -32% |
|
|
TJHA
31
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $11.1K | +$868 | +49 | +8% |
|
32
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $10K | – | – | – |
|
33
National Bank of Canada
Montreal,
Quebec, Canada
| $5.61K | – | – | – |
|
34
Bessemer Group
Woodbridge,
New Jersey
| $5K | +$1.26K | +71 | +30% |
|
|
AF
35
Allworth Financial
Folsom,
California
| $3.27K | – | – | – |
|
36
CIBC Private Wealth Group
Atlanta,
Georgia
| $6 | – | – | – |
|
|
TCPG
37
Trivant Custom Portfolio Group
San Diego,
California
| – | -$76.9K | -4,000 | Closed |
|
|
HNB
38
Huntington National Bank
Columbus,
Ohio
| – | -$23.5K | -1,225 | Closed |
|
MXF Hedge Fund Activity: Q2 2024 in Review
35 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q2 2024, worth a combined $116M — down 16% from $138M a quarter earlier.
Fund positioning in MXF was balanced in Q2 2024: 2 funds opened new positions, 2 closed out, 13 added to existing stakes and 10 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $1.07M. The largest seller was City of London Investment Management, cutting an estimated $1.45M.
- 35 institutional investors held Mexico Fund (MXF) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $116M of Mexico Fund stock for Q2 2024, down 16% quarter-over-quarter.
- 2 funds opened new Mexico Fund positions in Q2 2024 and 2 closed out, a net change of 0 holders.
- The largest Mexico Fund buyer in Q2 2024 was Wolverine Asset Management, an estimated $1.07M added.
- The largest Mexico Fund seller in Q2 2024 was City of London Investment Management, an estimated $1.45M sold.
Based on aggregated 13F filings for Q2 2024.