MXF

Mexico Fund
MXF

Overview Fund Activity

28 hedge funds and large institutions have $11.3M invested in Mexico Fund in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
7
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.52M
2
SG Americas Securities
2
SG Americas Securities
New York
$674K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$1.53M
4
LIM
4
Loudon Investment Management
New Hampshire
$335K
5
LPL Financial
5
LPL Financial
California
$882K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$674K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$0
3
Comerica Bank
3
Comerica Bank
Texas
$0
4
Creative Planning
4
Creative Planning
Kansas
$0
5
CWM
5
Concert Wealth Management
California
$217K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.52M 120,028 +32,029 +36%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$1.53M 52,175 +13,350 +34%
Bank of America
3
Bank of America
North Carolina
$1.09M 37,335 +1,981 +6%
LPL Financial
4
LPL Financial
California
$882K 30,107 +7,842 +35%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$752K 25,672 +2,701 +12%
Wells Fargo
6
Wells Fargo
California
$674K 23,024 -15,647 -40%
SG Americas Securities
7
SG Americas Securities
New York
$674K 23,007 +23,007 New
Brown Advisory
8
Brown Advisory
Maryland
$439K 15,000 – –
SCM
9
SOL Capital Management
Maryland
$352K 12,004 – –
LIM
10
Loudon Investment Management
New Hampshire
$335K 11,430 +11,430 New
William Blair & Company
11
William Blair & Company
Illinois
$311K 10,626 – –
U
12
UBS
Switzerland
$273K 9,292 +5,154 +125%
CWM
13
Concert Wealth Management
California
$217K 7,334 -750 -9%
DADC
14
D.A. Davidson & Co
Montana
$113K 3,868 – –
WRM
15
Westport Resources Management
Connecticut
$23K 800 +800 New
Citigroup
16
Citigroup
New York
$22K 756 -611 -45%
TRCT
17
Tower Research Capital (TRC)
New York
$18K 604 +454 +303%
WEC
18
Winslow Evans & Crocker
Massachusetts
$17K 567 +567 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$15K 504 – –
BFEC
20
Benjamin F. Edwards & Company
Missouri
$13K 427 – –
TF
21
Tompkins Financial
New York
$10K 351 – –
NES
22
New England Securities
New York
$7K 238 – –
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$6K 200 -7 -3%
SSB
24
Sandy Spring Bank
Maryland
$6K 200 +200 New
TFA
25
Transamerica Financial Advisors
Florida
$6K 200 +200 New
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