MXF

Mexico Fund
MXF

Overview Fund Activity

30 hedge funds and large institutions have $16.5M invested in Mexico Fund in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
5
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
1
Tocqueville Asset Management
New York
$2.2M
2
WAM
2
Wolverine Asset Management
Illinois
$2.52M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$2.08M
4
CA
4
Cornerstone Advisors
North Carolina
$776K
5
SG Americas Securities
5
SG Americas Securities
New York
$560K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.17M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
Brown Advisory
3
Brown Advisory
Maryland
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$380K
5
PMG
5
ProVise Management Group
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.17M 200,633 -80,124 -29%
WAM
2
Wolverine Asset Management
Illinois
$2.52M 121,136 +102,438 +548%
TAM
3
Tocqueville Asset Management
New York
$2.2M 105,800 +105,800 New
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$2.08M 100,000 +100,000 New
Bank of America
5
Bank of America
North Carolina
$891K 42,846 +17,691 +70%
CA
6
Cornerstone Advisors
North Carolina
$776K 37,301 +37,301 New
LPL Financial
7
LPL Financial
California
$733K 35,219 +5,318 +18%
SG Americas Securities
8
SG Americas Securities
New York
$560K 26,912 +26,912 New
WAM
9
Weiss Asset Management
Massachusetts
$393K 18,900 +18,900 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$380K 18,256 -27,021 -60%
Wells Fargo
11
Wells Fargo
California
$376K 18,060 -11,877 -40%
UBS Group
12
UBS Group
Switzerland
$341K 16,394 +16,394 New
SCM
13
SOL Capital Management
Maryland
$250K 12,004 – –
LIM
14
Loudon Investment Management
New Hampshire
$238K 11,430 – –
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$174K 8,360 +1,110 +15%
DADC
16
D.A. Davidson & Co
Montana
$140K 6,743 +1,268 +23%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$104K 5,000 +5,000 New
BRWM
18
B. Riley Wealth Management
Tennessee
$79K 3,810 -2,000 -34%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$27K 1,320 -1,320 -50%
Citigroup
20
Citigroup
New York
$24K 1,157 -15,912 -93%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$16K 752 – –
SIA
22
Stancorp Investment Advisers
Oregon
$13K 626 +626 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$12K 590 – –
BFEC
24
Benjamin F. Edwards & Company
Missouri
$9K 427 – –
CFSG
25
Community Financial Services Group
Vermont
$6K 276 – –
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