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MXF

Mexico Fund

40 hedge funds and large institutions have $70.5M invested in Mexico Fund in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

21% more funds holding

Funds holding: 3340 (+7)

12% more capital invested

Capital invested by funds: $62.8M → $70.5M (+$7.72M)

5.6% more ownership

Funds ownership: 24.33%29.93% (+5.6%)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

Holders
40
Holders Change
+7
Holders Change %
+21.21%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
11
Closed
2
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
$28.3M +$9.43M +590,245 +49%
Lazard Asset Management
2
Lazard Asset Management
New York
$8.91M +$232K +14,550 +3%
MC
3
Matisse Capital
Oregon
$5.09M +$1.86M +116,515 +56%
CA
4
Cornerstone Advisors
North Carolina
$4.77M
Aberdeen Group
5
Aberdeen Group
United Kingdom
$4.14M
Wells Fargo
6
Wells Fargo
California
$3.65M +$81.8K +5,122 +2%
WAM
7
Wolverine Asset Management
Illinois
$3.22M -$473K -29,617 -13%
1CP
8
1607 Capital Partners
Virginia
$2.73M +$996K +62,369 +56%
Morgan Stanley
9
Morgan Stanley
New York
$2.07M -$647K -40,484 -24%
CRC
10
Curi RMB Capital
Illinois
$1.31M -$239K -14,948 -15%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$587K +$330K +20,655 +124%
AGM
12
Alpine Global Management
New York
$542K -$350K -21,916 -39%
DA
13
Doliver Advisors
Texas
$519K +$114K +7,150 +28%
6M
14
6 Meridian
Kansas
$508K +$516K +32,274 New
PVWM
15
Point View Wealth Management
New Jersey
$507K -$16.3K -1,020 -3%
BFM
16
Boothbay Fund Management
New York
$491K +$498K +31,201 New
UBS Group
17
UBS Group
Switzerland
$416K -$11.6K -728 -3%
MML Investors Services
18
MML Investors Services
Massachusetts
$305K +$309K +19,338 New
LPL Financial
19
LPL Financial
California
$285K -$16.7K -1,045 -5%
LCM
20
Landscape Capital Management
New Jersey
$279K +$283K +17,715 New
SKK
21
Shepherd Kaplan Krochuk
Massachusetts
$259K +$263K +16,460 New
GC
22
Guggenheim Capital
Illinois
$245K +$80.2K +5,020 +48%
Bank of America
23
Bank of America
North Carolina
$217K -$25.6K -1,605 -10%
WAM
24
Weiss Asset Management
Massachusetts
$205K +$208K +13,041 New
SCM
25
SOL Capital Management
Maryland
$196K

MXF Hedge Fund Activity: Q4 2017 in Review

40 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q4 2017, worth a combined $70.5M — up 12% from $62.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MXF positions and 2 closed out — a net gain of 7 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $9.43M. The largest seller was Morgan Stanley, cutting an estimated $647K.

  • 40 institutional investors held Mexico Fund (MXF) as of Q4 2017, up from 33 in Q3 2017.
  • Funds reported $70.5M of Mexico Fund stock for Q4 2017, up 12% quarter-over-quarter.
  • 9 funds opened new Mexico Fund positions in Q4 2017 and 2 closed out, a net change of +7 holders.
  • The largest Mexico Fund buyer in Q4 2017 was City of London Investment Management, an estimated $9.43M added.
  • The largest Mexico Fund seller in Q4 2017 was Morgan Stanley, an estimated $647K sold.

Based on aggregated 13F filings for Q4 2017.