We are live on ! Find out more
MXF

Mexico Fund

33 hedge funds and large institutions have $29.8M invested in Mexico Fund in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

10% more funds holding

Funds holding: 3033 (+3)

0.46% more ownership

Funds ownership: 13.26%13.73% (+0.46%)

6% less capital invested

Capital invested by funds: $31.8M → $29.8M (-$1.92M)

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$17M +$2.42M +159,227 +15%
Morgan Stanley
2
Morgan Stanley
New York
$3.4M +$43.8K +2,885 +1%
Wells Fargo
3
Wells Fargo
California
$2.55M +$418K +27,519 +19%
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$2.03M
TAM
5
Tocqueville Asset Management
New York
$1.2M -$257K -16,912 -18%
DA
6
Doliver Advisors
Texas
$677K +$683K +45,025 New
UBS Group
7
UBS Group
Switzerland
$461K +$198K +13,074 +74%
LCM
8
Landscape Capital Management
New Jersey
$384K +$388K +25,550 New
LPL Financial
9
LPL Financial
California
$353K -$94.7K -6,241 -20%
Bank of America
10
Bank of America
North Carolina
$249K -$282K -18,615 -53%
WAM
11
Weiss Asset Management
Massachusetts
$222K +$239K +15,768 New
CA
12
Cornerstone Advisors
North Carolina
$203K +$219K +14,458 New
CRC
13
Curi RMB Capital
Illinois
$188K -$190K -12,513 -50%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$188K
SCM
15
SOL Capital Management
Maryland
$187K -$2.26K -149 -1%
Northern Trust
16
Northern Trust
Illinois
$150K +$152K +10,000 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$77K +$4.05K +267 +6%
DADC
18
D.A. Davidson & Co
Montana
$73K +$4.36K +287 +6%
WAM
19
Wolverine Asset Management
Illinois
$70K -$1.72M -113,151 -96%
Creative Planning
20
Creative Planning
Kansas
$44K +$44K +2,898 +7,626%
WT
21
Whittier Trust
California
$35K +$4.55K +300 +15%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$30K +$10.8K +710 +56%
AF
23
Allworth Financial
California
$13K
AG
24
Advisor Group
Arizona
$10K
IA
25
IFP Advisors
Florida
$9K

MXF Hedge Fund Activity: Q4 2016 in Review

33 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q4 2016, worth a combined $29.8M — down 6% from $31.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MXF positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $2.42M. The largest seller was Wolverine Asset Management, cutting an estimated $1.72M.

  • 33 institutional investors held Mexico Fund (MXF) as of Q4 2016, up from 30 in Q3 2016.
  • Funds reported $29.8M of Mexico Fund stock for Q4 2016, down 6% quarter-over-quarter.
  • 7 funds opened new Mexico Fund positions in Q4 2016 and 4 closed out, a net change of +3 holders.
  • The largest Mexico Fund buyer in Q4 2016 was City of London Investment Management, an estimated $2.42M added.
  • The largest Mexico Fund seller in Q4 2016 was Wolverine Asset Management, an estimated $1.72M sold.

Based on aggregated 13F filings for Q4 2016.