We are live on ! Find out more
MXF

Mexico Fund

38 hedge funds and large institutions have $101M invested in Mexico Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.01% more ownership

Funds ownership: 51.84%51.85% (+0.01%)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

3% less funds holding

Funds holding: 3938 (-1)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

13% less capital invested

Capital invested by funds: $116M → $101M (-$14.4M)

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
9
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$30.9K
Osaic Holdings
27
Osaic Holdings
Arizona
$29.6K +$15.2K +1,083 +93%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$27K +$28 +2 +0.1%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$19.8K
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$17.2K
US Bancorp
31
US Bancorp
Minnesota
$16.1K
WSFS
32
Wilmington Savings Fund Society
Delaware
$13.6K
TJHA
33
Thomas J. Herzfeld Advisors
Florida
$9.16K
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$8K
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$4.62K
Bessemer Group
36
Bessemer Group
New Jersey
$4K -$436 -31 -9%
AF
37
Allworth Financial
California
$2.72K
VWM
38
Vermillion Wealth Management
Minnesota
$2.6K +$2.77K +197 New
Ohio Public Employees Retirement System (OPERS)
39
Ohio Public Employees Retirement System (OPERS)
Ohio
-$4.8M -318,050 Closed
ICM
40
Ionic Capital Management
New York
-$355K -23,500 Closed
KIM
41
Karpus Investment Management
New York
-$195K -12,912 Closed
MML Investors Services
42
MML Investors Services
Massachusetts
-$184K -12,162 Closed
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
-$176K -11,639 Closed
PI
44
PFG Investments
New York
-$174K -11,548 Closed
TFA
45
Toth Financial Advisory
Virginia
-$65.7K -4,355 Closed

MXF Hedge Fund Activity: Q4 2024 in Review

38 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q4 2024, worth a combined $101M — down 13% from $116M a quarter earlier.

Fund positioning in MXF was balanced in Q4 2024: 7 funds opened new positions, 7 closed out, 9 added to existing stakes and 10 trimmed.

The largest buyer was Almitas Capital, adding an estimated $2.48M. The largest seller was Ohio Public Employees Retirement System (OPERS), exiting entirely with an estimated $4.8M sold.

  • 38 institutional investors held Mexico Fund (MXF) as of Q4 2024, down from 39 in Q3 2024.
  • Funds reported $101M of Mexico Fund stock for Q4 2024, down 13% quarter-over-quarter.
  • 7 funds opened new Mexico Fund positions in Q4 2024 and 7 closed out, a net change of 0 holders.
  • The largest Mexico Fund buyer in Q4 2024 was Almitas Capital, an estimated $2.48M added.
  • The largest Mexico Fund seller in Q4 2024 was Ohio Public Employees Retirement System (OPERS), an estimated $4.8M sold.

Based on aggregated 13F filings for Q4 2024.