We are live on ! Find out more
MXF

Mexico Fund

20 hedge funds and large institutions have $67.5M invested in Mexico Fund in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

17% more capital invested

Capital invested by funds: $57.9M → $67.5M (+$9.56M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.6% less ownership

Funds ownership: 46.45%45.84% (-0.6%)

41% less funds holding

Funds holding: 3420 (-14)

88% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 16

Holders
20
Holders Change
-14
Holders Change %
-41.18%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
6
Reduced
4
Closed
16
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
$44.3M -$782K -84,212 -2%
Wells Fargo
2
Wells Fargo
California
$10.4M +$1.42M +152,916 +17%
Lazard Asset Management
3
Lazard Asset Management
New York
$7.98M +$79.5K +8,561 +1%
1CP
4
1607 Capital Partners
Virginia
$2.4M -$66.4K -7,146 -3%
VCWA
5
Vanguard Capital Wealth Advisors
Colorado
$400K +$379K +40,847 New
PVWM
6
Point View Wealth Management
New Jersey
$373K -$30.3K -3,263 -8%
Bank of America
7
Bank of America
North Carolina
$309K +$261K +28,122 +824%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$307K +$52.8K +5,678 +22%
Morgan Stanley
9
Morgan Stanley
New York
$306K +$60.8K +6,548 +27%
CC
10
Centiva Capital
New York
$265K
CA
11
Cornerstone Advisors
North Carolina
$199K +$188K +20,256 New
MC
12
Matisse Capital
Oregon
$104K -$373K -40,125 -79%
UBS Group
13
UBS Group
Switzerland
$59K +$12.5K +1,347 +29%
GI
14
Gradient Investments
Minnesota
$30K
Osaic Holdings
15
Osaic Holdings
Arizona
$20K
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$4K
OPS
17
Orion Portfolio Solutions
Nebraska
$4K
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$3K
AF
19
Allworth Financial
California
$2K
US Bancorp
20
US Bancorp
Minnesota
$2K
6M
21
6 Meridian
Kansas
-$340K -40,815 Closed
Verition Fund Management
22
Verition Fund Management
Connecticut
-$233K -28,018 Closed
Walleye Capital
23
Walleye Capital
New York
-$192K -23,045 Closed
KIM
24
Karpus Investment Management
New York
-$161K -19,300 Closed
Goldman Sachs
25
Goldman Sachs
New York
-$146K -17,496 Closed

MXF Hedge Fund Activity: Q2 2020 in Review

20 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q2 2020, worth a combined $67.5M — up 17% from $57.9M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of MXF and 2 opened new positions — a net loss of 14 holders — while 4 trimmed existing stakes and 6 added.

The largest buyer was Wells Fargo, adding an estimated $1.42M. The largest seller was City of London Investment Management, cutting an estimated $782K.

  • 20 institutional investors held Mexico Fund (MXF) as of Q2 2020, down from 34 in Q1 2020.
  • Funds reported $67.5M of Mexico Fund stock for Q2 2020, up 17% quarter-over-quarter.
  • 2 funds opened new Mexico Fund positions in Q2 2020 and 16 closed out, a net change of -14 holders.
  • The largest Mexico Fund buyer in Q2 2020 was Wells Fargo, an estimated $1.42M added.
  • The largest Mexico Fund seller in Q2 2020 was City of London Investment Management, an estimated $782K sold.

Based on aggregated 13F filings for Q2 2020.