MXF

Mexico Fund
MXF

Overview Fund Activity

26 hedge funds and large institutions have $123M invested in Mexico Fund in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
7
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$24.7M
2
SKK
2
Shepherd Kaplan Krochuk
Massachusetts
$479K
3
Morgan Stanley
3
Morgan Stanley
New York
$245K
4
AF
4
Allworth Financial
California
$14K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$8K

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$74.1M
2
WAM
2
Wolverine Asset Management
Illinois
$10K
3
RJA
3
Raymond James & Associates
Florida
$0
4
CA
4
Cornerstone Advisors
North Carolina
$0
5
1CP
5
1607 Capital Partners
Virginia
$2.68M
Name Market Value Shares Shares
Change 		Shares
Change %
COLIM
1
City of London Investment Management
United Kingdom
$74.1M 5,129,092 -93,388 -2%
Lazard Asset Management
2
Lazard Asset Management
New York
$24.7M 1,712,947 +175,125 +11%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$17.8M 1,235,836 -1,086 -0.1%
1CP
4
1607 Capital Partners
Virginia
$2.68M 185,851 -9,100 -5%
MC
5
Matisse Capital
Oregon
$953K 66,038 -297 -0.4%
HPM
6
Hudson Portfolio Management
New York
$631K 43,730 -685 -2%
PGFC
7
Peapack-Gladstone Financial Corp
New Jersey
$499K 34,579 -226 -0.6%
SKK
8
Shepherd Kaplan Krochuk
Massachusetts
$479K 33,210 +10,250 +45%
Morgan Stanley
9
Morgan Stanley
New York
$245K 16,977 +4,363 +35%
JGUA
10
John G. Ullman & Associates
New York
$153K 10,600 – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$72K 5,028 -14 -0.3%
Wells Fargo
12
Wells Fargo
California
$65K 4,530 – –
GI
13
Gradient Investments
Minnesota
$44K 3,080 – –
Bank of America
14
Bank of America
North Carolina
$43K 2,988 -619 -17%
UBS Group
15
UBS Group
Switzerland
$40K 2,805 -1,776 -39%
Osaic Holdings
16
Osaic Holdings
Arizona
$22K 1,551 +1 +0.1%
US Bancorp
17
US Bancorp
Minnesota
$18K 1,218 – –
JFA
18
JNBA Financial Advisors
Minnesota
$15K 1,017 – –
CFFP
19
Center for Financial Planning
Michigan
$14K 1,000 – –
AF
20
Allworth Financial
California
$14K 968 +768 +384%
BWM
21
Baystate Wealth Management
Massachusetts
$13K 869 +11 +1%
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$12K 845 +369 +78%
WAM
23
Wolverine Asset Management
Illinois
$10K 700 -37,417 -98%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$8K 615 +615 New
ZIG
25
Zullo Investment Group
Pennsylvania
$4K 252 – –
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