MXF

Mexico Fund
MXF

Overview Fund Activity

26 hedge funds and large institutions have $109M invested in Mexico Fund in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$18.6M
2
COLIM
2
City of London Investment Management
United Kingdom
$67.3M
3
HPM
3
Hudson Portfolio Management
New York
$630K
4
PGFC
4
Peapack-Gladstone Financial Corp
New Jersey
$507K
5
WAM
5
Wolverine Asset Management
Illinois
$755K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$15.8M
2
1CP
2
1607 Capital Partners
Virginia
$3.68M
3
CC
3
Centiva Capital
New York
$0
4
VCWA
4
Vanguard Capital Wealth Advisors
Colorado
$0
5
Bank of America
5
Bank of America
North Carolina
$48K
Name Market Value Shares Shares
Change 		Shares
Change %
COLIM
1
City of London Investment Management
United Kingdom
$67.3M 4,763,625 +74,358 +2%
Lazard Asset Management
2
Lazard Asset Management
New York
$18.6M 1,313,271 +176,608 +16%
Wells Fargo
3
Wells Fargo
California
$15.8M 1,120,006 -24,615 -2%
1CP
4
1607 Capital Partners
Virginia
$3.68M 260,290 -19,388 -7%
WAM
5
Wolverine Asset Management
Illinois
$755K 53,374 +16,126 +43%
CA
6
Cornerstone Advisors
North Carolina
$684K 48,329 +4,194 +10%
HPM
7
Hudson Portfolio Management
New York
$630K 44,590 +44,590 New
PGFC
8
Peapack-Gladstone Financial Corp
New Jersey
$507K 35,818 +35,818 New
Morgan Stanley
9
Morgan Stanley
New York
$356K 25,122 +357 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$244K 17,258 +398 +2%
JGUA
11
John G. Ullman & Associates
New York
$150K 10,600 – –
UBS Group
12
UBS Group
Switzerland
$73K 5,176 -270 -5%
Bank of America
13
Bank of America
North Carolina
$48K 3,412 -4,122 -55%
GI
14
Gradient Investments
Minnesota
$44K 3,080 – –
WT
15
Whittier Trust
California
$33K 2,326 – –
US Bancorp
16
US Bancorp
Minnesota
$30K 2,102 +1,924 +1,081%
HI
17
Harbour Investments
Wisconsin
$29K 2,060 +2,060 New
CFFP
18
Center for Financial Planning
Michigan
$28K 2,000 +2,000 New
Osaic Holdings
19
Osaic Holdings
Arizona
$26K 1,848 +300 +19%
BWM
20
Baystate Wealth Management
Massachusetts
$12K 829 – –
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$6K 400 – –
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$4K 309 – –
NFG
23
Next Financial Group
Texas
$3K 200 – –
AF
24
Allworth Financial
California
$3K 200 – –
TCWM
25
Total Clarity Wealth Management
Illinois
$1K 90 +90 New
1
2