MXF

Mexico Fund
MXF

Overview Fund Activity

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.

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
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$18.1M
2
COLIM
2
City of London Investment Management
United Kingdom
$73.5M
3
WAM
3
Wolverine Asset Management
Illinois
$1.5M
4
SKK
4
Shepherd Kaplan Krochuk
Massachusetts
$319K
5
CA
5
Cornerstone Advisors
North Carolina
$1.04M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$19.5M
2
1CP
2
1607 Capital Partners
Virginia
$3.64M
3
Morgan Stanley
3
Morgan Stanley
New York
$262K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$201K
5
PGFC
5
Peapack-Gladstone Financial Corp
New Jersey
$535K
Name Market Value Shares Shares
Change 		Shares
Change %
COLIM
1
City of London Investment Management
United Kingdom
$73.5M 4,819,267 +55,642 +1%
Lazard Asset Management
2
Lazard Asset Management
New York
$19.5M 1,278,815 -34,456 -3%
Wells Fargo
3
Wells Fargo
California
$18.1M 1,190,315 +70,309 +6%
1CP
4
1607 Capital Partners
Virginia
$3.64M 239,090 -21,200 -8%
WAM
5
Wolverine Asset Management
Illinois
$1.5M 98,704 +45,330 +85%
CA
6
Cornerstone Advisors
North Carolina
$1.04M 68,028 +19,699 +41%
HPM
7
Hudson Portfolio Management
New York
$679K 44,590 – –
PGFC
8
Peapack-Gladstone Financial Corp
New Jersey
$535K 35,129 -689 -2%
SKK
9
Shepherd Kaplan Krochuk
Massachusetts
$319K 20,920 +20,920 New
Morgan Stanley
10
Morgan Stanley
New York
$262K 17,220 -7,902 -31%
SFS
11
Shaker Financial Services
Virginia
$211K 13,861 +13,861 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$201K 13,177 -4,081 -24%
JGUA
13
John G. Ullman & Associates
New York
$161K 10,600 – –
UBS Group
14
UBS Group
Switzerland
$86K 5,645 +469 +9%
Bank of America
15
Bank of America
North Carolina
$55K 3,608 +196 +6%
GI
16
Gradient Investments
Minnesota
$47K 3,080 – –
WT
17
Whittier Trust
California
$35K 2,326 – –
US Bancorp
18
US Bancorp
Minnesota
$32K 2,102 – –
HI
19
Harbour Investments
Wisconsin
$31K 2,060 – –
CFFP
20
Center for Financial Planning
Michigan
$30K 2,000 – –
Osaic Holdings
21
Osaic Holdings
Arizona
$28K 1,848 – –
S
22
SignatureFD
Georgia
$27K 1,799 +1,799 New
JFA
23
JNBA Financial Advisors
Minnesota
$15K 1,017 +1,017 New
BWM
24
Baystate Wealth Management
Massachusetts
$13K 829 – –
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$7K 451 +142 +46%
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