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MXF

Mexico Fund

35 hedge funds and large institutions have $82.5M invested in Mexico Fund in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

9% more funds holding

Funds holding: 3235 (+3)

3.49% more ownership

Funds ownership: 32.79%36.28% (+3.5%)

3% more capital invested

Capital invested by funds: $79.7M → $82.5M (+$2.72M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
10
Reduced
10
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
$41.9M +$8.57M +556,595 +25%
Wells Fargo
2
Wells Fargo
California
$12.3M +$2.9M +188,120 +30%
Lazard Asset Management
3
Lazard Asset Management
New York
$7.89M +$139K +9,045 +2%
CA
4
Cornerstone Advisors
North Carolina
$4.28M -$10.8K -700 -0.2%
MC
5
Matisse Capital
Oregon
$3.88M -$517K -33,606 -12%
Morgan Stanley
6
Morgan Stanley
New York
$3.23M -$87.7K -5,694 -3%
1CP
7
1607 Capital Partners
Virginia
$2.68M +$53.9K +3,500 +2%
WAM
8
Wolverine Asset Management
Illinois
$2.02M -$1.25M -81,479 -38%
CCP
9
Cardan Capital Partners
Colorado
$548K +$10K +650 +2%
MML Investors Services
10
MML Investors Services
Massachusetts
$380K +$42.6K +2,768 +12%
6M
11
6 Meridian
Kansas
$365K +$49.9K +3,240 +16%
CRC
12
Curi RMB Capital
Illinois
$299K -$1.47M -95,405 -83%
GC
13
Guggenheim Capital
Illinois
$284K -$13K -845 -4%
LPL Financial
14
LPL Financial
California
$281K +$6.8K +442 +2%
SKK
15
Shepherd Kaplan Krochuk
Massachusetts
$249K
Walleye Trading
16
Walleye Trading
New York
$241K
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$238K +$242K +15,745 New
DA
18
Doliver Advisors
Texas
$215K -$279K -18,146 -56%
UBS Group
19
UBS Group
Switzerland
$211K -$138K -8,981 -39%
Bank of America
20
Bank of America
North Carolina
$210K +$2.82K +183 +1%
SCM
21
SOL Capital Management
Maryland
$188K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$172K
AG
23
Advisor Group
Arizona
$97K -$21K -1,365 -18%
TRCT
24
Tower Research Capital (TRC)
New York
$69K +$70.5K +4,580 New
GI
25
Gradient Investments
Minnesota
$47K

MXF Hedge Fund Activity: Q2 2018 in Review

35 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q2 2018, worth a combined $82.5M — up 3.4% from $79.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MXF positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $8.57M. The largest seller was Curi RMB Capital, cutting an estimated $1.47M.

  • 35 institutional investors held Mexico Fund (MXF) as of Q2 2018, up from 32 in Q1 2018.
  • Funds reported $82.5M of Mexico Fund stock for Q2 2018, up 3.4% quarter-over-quarter.
  • 5 funds opened new Mexico Fund positions in Q2 2018 and 2 closed out, a net change of +3 holders.
  • The largest Mexico Fund buyer in Q2 2018 was City of London Investment Management, an estimated $8.57M added.
  • The largest Mexico Fund seller in Q2 2018 was Curi RMB Capital, an estimated $1.47M sold.

Based on aggregated 13F filings for Q2 2018.