We are live on ! Find out more
MXF

Mexico Fund

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.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

6% more capital invested

Capital invested by funds: $102M → $109M (+$6.62M)

1.62% more ownership

Funds ownership: 49.78%51.41% (+1.6%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

4% less funds holding

Funds holding: 2726 (-1)

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
Name Holding Trade Value Shares
Change
Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$67.3M +$1.02M +74,358 +2%
Lazard Asset Management
2
Lazard Asset Management
New York
$18.6M +$2.42M +176,608 +16%
Wells Fargo
3
Wells Fargo
California
$15.8M -$338K -24,615 -2%
1CP
4
1607 Capital Partners
Virginia
$3.68M -$266K -19,388 -7%
WAM
5
Wolverine Asset Management
Illinois
$755K +$221K +16,126 +43%
CA
6
Cornerstone Advisors
North Carolina
$684K +$57.5K +4,194 +10%
HPM
7
Hudson Portfolio Management
New York
$630K +$612K +44,590 New
PGFC
8
Peapack-Gladstone Financial Corp
New Jersey
$507K +$491K +35,818 New
Morgan Stanley
9
Morgan Stanley
New York
$356K +$4.9K +357 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$244K +$5.46K +398 +2%
JGUA
11
John G. Ullman & Associates
New York
$150K
UBS Group
12
UBS Group
Switzerland
$73K -$3.7K -270 -5%
Bank of America
13
Bank of America
North Carolina
$48K -$56.6K -4,122 -55%
GI
14
Gradient Investments
Minnesota
$44K
WT
15
Whittier Trust
California
$33K
US Bancorp
16
US Bancorp
Minnesota
$30K +$26.4K +1,924 +1,081%
HI
17
Harbour Investments
Wisconsin
$29K +$28.3K +2,060 New
CFFP
18
Center for Financial Planning
Michigan
$28K +$27.4K +2,000 New
Osaic Holdings
19
Osaic Holdings
Arizona
$26K +$4.12K +300 +19%
BWM
20
Baystate Wealth Management
Massachusetts
$12K
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$6K
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$4K
AF
23
Allworth Financial
California
$3K
NFG
24
Next Financial Group
Texas
$3K
TCWM
25
Total Clarity Wealth Management
Illinois
$1K +$1.24K +90 New

MXF Hedge Fund Activity: Q1 2021 in Review

26 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q1 2021, worth a combined $109M — up 6.5% from $102M a quarter earlier.

Fund positioning in MXF was balanced in Q1 2021: 6 funds opened new positions, 6 closed out, 8 added to existing stakes and 4 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $2.42M. The largest seller was Wells Fargo, cutting an estimated $338K.

  • 26 institutional investors held Mexico Fund (MXF) as of Q1 2021, down from 27 in Q4 2020.
  • Funds reported $109M of Mexico Fund stock for Q1 2021, up 6.5% quarter-over-quarter.
  • 6 funds opened new Mexico Fund positions in Q1 2021 and 6 closed out, a net change of 0 holders.
  • The largest Mexico Fund buyer in Q1 2021 was Lazard Asset Management, an estimated $2.42M added.
  • The largest Mexico Fund seller in Q1 2021 was Wells Fargo, an estimated $338K sold.

Based on aggregated 13F filings for Q1 2021.