MXF

Mexico Fund

29 hedge funds and large institutions have $19.9M invested in Mexico Fund in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.23M 255,466 +42,681 +20%
TAM
2
Tocqueville Asset Management
New York
$3.38M 119,650 +119,650 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.18M 41,607 +10,253 +33%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$1.13M 39,945 +405 +1%
WAM
5
Wolverine Asset Management
Illinois
$944K 33,383 +15,898 +91%
LPL Financial
6
LPL Financial
California
$936K 33,103 +3,133 +10%
Bank of America
7
Bank of America
North Carolina
$711K 25,156 -452 -2%
Brown Advisory
8
Brown Advisory
Maryland
$707K 25,000
PMG
9
ProVise Management Group
Florida
$563K 19,900
Wells Fargo
10
Wells Fargo
California
$553K 19,568 -607 -3%
U
11
UBS
Switzerland
$525K 18,541 +5,176 +39%
Citigroup
12
Citigroup
New York
$467K 16,521 +15,765 +2,085%
SCM
13
SOL Capital Management
Maryland
$339K 12,004
LIM
14
Loudon Investment Management
New Hampshire
$323K 11,430
BRWM
15
B. Riley Wealth Management
Tennessee
$229K 8,110 +1,000 +14%
William Blair & Company
16
William Blair & Company
Illinois
$218K 7,726
CWM
17
Concert Wealth Management
California
$204K 7,834 +7,834 New
DADC
18
D.A. Davidson & Co
Montana
$106K 3,756 +93 +3%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$31K 1,100 +600 +120%
GSC
20
Ground Swell Capital
South Carolina
$23K 814 +814 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$21K 752 +248 +49%
WEC
22
Winslow Evans & Crocker
Massachusetts
$13.2K 465
BFEC
23
Benjamin F. Edwards & Company
Missouri
$12K 427
CFSG
24
Community Financial Services Group
Vermont
$8K 276
TF
25
Tompkins Financial
New York
$7K 251