We are live on ! Find out more
MXF

Mexico Fund

28 hedge funds and large institutions have $120M invested in Mexico Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

10% more capital invested

Capital invested by funds: $109M → $120M (+$10.9M)

8% more funds holding

Funds holding: 2628 (+2)

1.07% more ownership

Funds ownership: 51.41%52.48% (+1.1%)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
5
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
$73.5M +$836K +55,642 +1%
Lazard Asset Management
2
Lazard Asset Management
New York
$19.5M -$517K -34,456 -3%
Wells Fargo
3
Wells Fargo
California
$18.1M +$1.06M +70,309 +6%
1CP
4
1607 Capital Partners
Virginia
$3.64M -$318K -21,200 -8%
WAM
5
Wolverine Asset Management
Illinois
$1.5M +$681K +45,330 +85%
CA
6
Cornerstone Advisors
North Carolina
$1.04M +$296K +19,699 +41%
HPM
7
Hudson Portfolio Management
New York
$679K
PGFC
8
Peapack-Gladstone Financial Corp
New Jersey
$535K -$10.3K -689 -2%
SKK
9
Shepherd Kaplan Krochuk
Massachusetts
$319K +$314K +20,920 New
Morgan Stanley
10
Morgan Stanley
New York
$262K -$119K -7,902 -31%
SFS
11
Shaker Financial Services
Virginia
$211K +$208K +13,861 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$201K -$61.3K -4,081 -24%
JGUA
13
John G. Ullman & Associates
New York
$161K
UBS Group
14
UBS Group
Switzerland
$86K +$7.04K +469 +9%
Bank of America
15
Bank of America
North Carolina
$55K +$2.94K +196 +6%
GI
16
Gradient Investments
Minnesota
$47K
WT
17
Whittier Trust
California
$35K
US Bancorp
18
US Bancorp
Minnesota
$32K
HI
19
Harbour Investments
Wisconsin
$31K
CFFP
20
Center for Financial Planning
Michigan
$30K
Osaic Holdings
21
Osaic Holdings
Arizona
$28K
S
22
SignatureFD
Georgia
$27K +$27K +1,799 New
JFA
23
JNBA Financial Advisors
Minnesota
$15K +$15.3K +1,017 New
BWM
24
Baystate Wealth Management
Massachusetts
$13K
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$7K +$2.13K +142 +46%

MXF Hedge Fund Activity: Q2 2021 in Review

28 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q2 2021, worth a combined $120M — up 10% from $109M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MXF positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.06M. The largest seller was Lazard Asset Management, cutting an estimated $517K.

  • 28 institutional investors held Mexico Fund (MXF) as of Q2 2021, up from 26 in Q1 2021.
  • Funds reported $120M of Mexico Fund stock for Q2 2021, up 10% quarter-over-quarter.
  • 4 funds opened new Mexico Fund positions in Q2 2021 and 2 closed out, a net change of +2 holders.
  • The largest Mexico Fund buyer in Q2 2021 was Wells Fargo, an estimated $1.06M added.
  • The largest Mexico Fund seller in Q2 2021 was Lazard Asset Management, an estimated $517K sold.

Based on aggregated 13F filings for Q2 2021.