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MXF

Mexico Fund

34 hedge funds and large institutions have $123M invested in Mexico Fund in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

21% more funds holding

Funds holding: 2834 (+6)

12% more capital invested

Capital invested by funds: $110M → $123M (+$13.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.67% less ownership

Funds ownership: 56.45%55.78% (-0.67%)

Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
12
Reduced
6
Closed
3
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
$67.8M -$4.13M -284,340 -6%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$26.6M +$5.84M +402,194 +29%
Lazard Asset Management
3
Lazard Asset Management
New York
$20.3M -$4.38M -301,198 -18%
1CP
4
1607 Capital Partners
Virginia
$2.79M +$145K +9,985 +6%
MC
5
Matisse Capital
Oregon
$1.33M +$379K +26,096 +41%
HPM
6
Hudson Portfolio Management
New York
$643K
AC
7
Almitas Capital
California
$642K +$633K +43,569 New
WAM
8
Wolverine Asset Management
Illinois
$536K +$188K +12,949 +55%
PGFC
9
Peapack-Gladstone Financial Corp
New Jersey
$501K -$8.92K -614 -2%
ICM
10
Ionic Capital Management
New York
$405K +$400K +27,500 New
SFS
11
Shaker Financial Services
Virginia
$356K +$351K +24,124 New
Morgan Stanley
12
Morgan Stanley
New York
$347K -$47.2K -3,248 -12%
HighTower Advisors
13
HighTower Advisors
Illinois
$224K +$232K +15,960 New
RJA
14
Raymond James & Associates
Florida
$179K +$177K +12,155 New
JGUA
15
John G. Ullman & Associates
New York
$156K
LSC
16
Logan Stone Capital
Illinois
$155K +$153K +10,512 New
CA
17
Cornerstone Advisors
North Carolina
$147K -$167K -11,500 -53%
Wells Fargo
18
Wells Fargo
California
$104K +$40.2K +2,765 +65%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$70K +$15 +1 +0%
UBS Group
20
UBS Group
Switzerland
$66K +$21.1K +1,453 +48%
GI
21
Gradient Investments
Minnesota
$45.4K
Osaic Holdings
22
Osaic Holdings
Arizona
$33K +$9.34K +643 +41%
US Bancorp
23
US Bancorp
Minnesota
$18K
CFFP
24
Center for Financial Planning
Michigan
$14.7K
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$13.3K +$872 +60 +7%

MXF Hedge Fund Activity: Q4 2022 in Review

34 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q4 2022, worth a combined $123M — up 12% from $110M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MXF positions and 3 closed out — a net gain of 6 holders — while 12 added to existing stakes and 6 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $5.84M. The largest seller was Lazard Asset Management, cutting an estimated $4.38M.

  • 34 institutional investors held Mexico Fund (MXF) as of Q4 2022, up from 28 in Q3 2022.
  • Funds reported $123M of Mexico Fund stock for Q4 2022, up 12% quarter-over-quarter.
  • 9 funds opened new Mexico Fund positions in Q4 2022 and 3 closed out, a net change of +6 holders.
  • The largest Mexico Fund buyer in Q4 2022 was Allspring Global Investments, an estimated $5.84M added.
  • The largest Mexico Fund seller in Q4 2022 was Lazard Asset Management, an estimated $4.38M sold.

Based on aggregated 13F filings for Q4 2022.