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MXF

Mexico Fund
MXF

33 hedge funds and large institutions have $62.8M invested in Mexico Fund in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

23% more capital invested

Capital invested by funds: $51.1M → $62.8M (+$11.7M)

4.68% more ownership

Funds ownership: 19.65% → 24.33% (+4.7%)

3% more funds holding

Funds holding: 32 → 33 (+1)

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
9
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$3.93M
2
MC
Matisse Capital
Oregon
+$3.66M
3
1CP
1607 Capital Partners
Virginia
+$1.97M
4
WAM
Wolverine Asset Management
Illinois
+$1.91M
5
CRC
Curi RMB Capital
Illinois
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$814K
2
COLIM
City of London Investment Management
United Kingdom
-$504K
3
LCM
Laurion Capital Management
New York
-$226K
4
IA
IFP Advisors
Florida
-$87.1K
5
DADC
D.A. Davidson & Co
Montana
-$86K
Name Holding Trade Value Shares
Change 		Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$20.8M -$504K -28,440 -2%
Lazard Asset Management
2
Lazard Asset Management
New York
$9.47M -$62.2K -3,504 -0.6%
CA
3
Cornerstone Advisors
North Carolina
$5.2M +$3.93M +221,326 +271%
Aberdeen Group
4
Aberdeen Group
United Kingdom
$4.51M +$4.66M +262,595 New
WAM
5
Wolverine Asset Management
Illinois
$4.02M +$1.91M +107,404 +85%
Wells Fargo
6
Wells Fargo
California
$3.89M +$364K +20,535 +10%
MC
7
Matisse Capital
Oregon
$3.55M +$3.66M +206,561 New
Morgan Stanley
8
Morgan Stanley
New York
$2.95M -$814K -45,885 -21%
1CP
9
1607 Capital Partners
Virginia
$1.91M +$1.97M +110,951 New
CRC
10
Curi RMB Capital
Illinois
$1.69M +$1.43M +80,614 +452%
AGM
11
Alpine Global Management
New York
$967K +$999K +56,308 New
PVWM
12
Point View Wealth Management
New Jersey
$571K +$81.7K +4,603 +16%
UBS Group
13
UBS Group
Switzerland
$465K +$355 +20 +0.1%
DA
14
Doliver Advisors
Texas
$443K +$458K +25,804 New
LPL Financial
15
LPL Financial
California
$329K +$64.5K +3,634 +23%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$285K +$295K +16,630 New
Bank of America
17
Bank of America
North Carolina
$263K +$12.8K +721 +5%
Citadel Advisors
18
Citadel Advisors
Florida
$241K +$249K +14,028 New
GFM
19
Gramercy Funds Management
Connecticut
$232K +$239K +13,500 New
SCM
20
SOL Capital Management
Maryland
$214K – – –
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$191K -$42.8K -2,410 -18%
AG
22
Advisor Group
Arizona
$191K +$23.1K +1,300 +13%
GC
23
Guggenheim Capital
Illinois
$181K +$187K +10,555 New
IA
24
IFP Advisors
Florida
$103K -$87.1K -4,910 -45%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$51K -$4.12K -232 -7%
1
2

MXF Hedge Fund Activity: Q3 2017 in Review

33 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q3 2017, worth a combined $62.8M — up 23% from $51.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MXF positions and 7 closed out — a net gain of 2 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $3.93M. The largest seller was Morgan Stanley, cutting an estimated $814K.

  • 33 institutional investors held Mexico Fund (MXF) as of Q3 2017, up from 32 in Q2 2017.
  • Funds reported $62.8M of Mexico Fund stock for Q3 2017, up 23% quarter-over-quarter.
  • 9 funds opened new Mexico Fund positions in Q3 2017 and 7 closed out, a net change of +2 holders.
  • The largest Mexico Fund buyer in Q3 2017 was Cornerstone Advisors, an estimated $3.93M added.
  • The largest Mexico Fund seller in Q3 2017 was Morgan Stanley, an estimated $814K sold.

Based on aggregated 13F filings for Q3 2017.