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MXF

Mexico Fund

31 hedge funds and large institutions have $95.3M invested in Mexico Fund in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

41% more funds holding

Funds holding: 2231 (+9)

12% more capital invested

Capital invested by funds: $84.8M → $95.3M (+$10.6M)

2.97% more ownership

Funds ownership: 43.26%46.23% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

Holders
31
Holders Change
+9
Holders Change %
+40.91%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
5
Reduced
10
Closed
1
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
$62.1M +$1.34M +99,673 +2%
Wells Fargo
2
Wells Fargo
California
$11.1M +$717K +53,455 +7%
Lazard Asset Management
3
Lazard Asset Management
New York
$10.7M -$18.8K -1,400 -0.2%
1CP
4
1607 Capital Partners
Virginia
$3.46M -$16.1K -1,200 -0.5%
CA
5
Cornerstone Advisors
North Carolina
$2.17M +$2.11M +157,534 New
WAM
6
Wolverine Asset Management
Illinois
$1.74M +$820K +61,110 +93%
PVWM
7
Point View Wealth Management
New Jersey
$540K -$16.8K -1,252 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$431K +$422K +31,438 New
LCM
9
Landscape Capital Management
New Jersey
$372K +$363K +27,078 New
CC
10
Centiva Capital
New York
$371K
6M
11
6 Meridian
Kansas
$331K -$65.2K -4,860 -17%
CRC
12
Curi RMB Capital
Illinois
$314K +$306K +22,823 New
Morgan Stanley
13
Morgan Stanley
New York
$312K -$162K -12,107 -35%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$292K +$21.5K +1,604 +8%
SKK
15
Shepherd Kaplan Krochuk
Massachusetts
$226K
MC
16
Matisse Capital
Oregon
$181K -$26.8K -2,000 -13%
Walleye Capital
17
Walleye Capital
New York
$160K +$157K +11,678 New
Walleye Trading
18
Walleye Trading
New York
$148K +$145K +10,800 New
NG
19
NWK Group
California
$76K +$73.8K +5,500 New
UBS Group
20
UBS Group
Switzerland
$64K -$13K -970 -17%
Bank of America
21
Bank of America
North Carolina
$51K -$51.8K -3,861 -51%
GI
22
Gradient Investments
Minnesota
$42K
AG
23
Advisor Group
Arizona
$21K
TRCT
24
Tower Research Capital (TRC)
New York
$14K +$12.4K +926 +772%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$7K -$5.16K -385 -44%

MXF Hedge Fund Activity: Q4 2019 in Review

31 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q4 2019, worth a combined $95.3M — up 12% from $84.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MXF positions and 1 closed out — a net gain of 9 holders — while 5 added to existing stakes and 10 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $1.34M. The largest seller was Morgan Stanley, cutting an estimated $162K.

  • 31 institutional investors held Mexico Fund (MXF) as of Q4 2019, up from 22 in Q3 2019.
  • Funds reported $95.3M of Mexico Fund stock for Q4 2019, up 12% quarter-over-quarter.
  • 10 funds opened new Mexico Fund positions in Q4 2019 and 1 closed out, a net change of +9 holders.
  • The largest Mexico Fund buyer in Q4 2019 was City of London Investment Management, an estimated $1.34M added.
  • The largest Mexico Fund seller in Q4 2019 was Morgan Stanley, an estimated $162K sold.

Based on aggregated 13F filings for Q4 2019.