We are live on ! Find out more
MXF

Mexico Fund

36 hedge funds and large institutions have $137M invested in Mexico Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

9% more funds holding

Funds holding: 3336 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.83% less ownership

Funds ownership: 55.11%54.29% (-0.83%)

3% less capital invested

Capital invested by funds: $141M → $137M (-$3.88M)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
11
Reduced
8
Closed
1
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
$65.1M -$9.2M -550,822 -12%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$32M +$1.36M +81,150 +4%
Lazard Asset Management
3
Lazard Asset Management
New York
$21.7M -$43.2K -2,586 -0.2%
1CP
4
1607 Capital Partners
Virginia
$3.17M -$83.6K -5,000 -3%
AC
5
Almitas Capital
California
$2.52M +$1.16M +69,306 +98%
WAM
6
Wolverine Asset Management
Illinois
$1.93M +$996K +59,613 +108%
RL
7
RPO LLC
Connecticut
$1.77M +$1.76M +105,345 New
MC
8
Matisse Capital
Oregon
$1.51M
Morgan Stanley
9
Morgan Stanley
New York
$1.24M +$326K +19,491 +36%
BFM
10
Boothbay Fund Management
New York
$795K +$792K +47,405 New
HPM
11
Hudson Portfolio Management
New York
$728K
LSC
12
Logan Stone Capital
Illinois
$706K +$409K +24,489 +139%
PGFC
13
Peapack-Gladstone Financial Corp
New Jersey
$567K -$3.27K -196 -0.6%
SFS
14
Shaker Financial Services
Virginia
$477K +$72K +4,306 +18%
ICM
15
Ionic Capital Management
New York
$461K
RJA
16
Raymond James & Associates
Florida
$416K +$6.12K +366 +1%
HighTower Advisors
17
HighTower Advisors
Illinois
$362K +$25.3K +1,512 +7%
LCM
18
Landscape Capital Management
New Jersey
$334K +$333K +19,901 New
KIM
19
Karpus Investment Management
New York
$241K +$240K +14,387 New
MFG
20
MidWestOne Financial Group
Iowa
$238K
JGUA
21
John G. Ullman & Associates
New York
$178K
Wells Fargo
22
Wells Fargo
California
$118K -$50 -3 -0%
TCPG
23
Trivant Custom Portfolio Group
California
$83.9K
GI
24
Gradient Investments
Minnesota
$51.7K
UBS Group
25
UBS Group
Switzerland
$40.7K -$16.1K -965 -28%

MXF Hedge Fund Activity: Q2 2023 in Review

36 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q2 2023, worth a combined $137M — down 2.8% from $141M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MXF positions and 1 closed out — a net gain of 3 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was RPO LLC, opening a new position worth an estimated $1.76M. The largest seller was City of London Investment Management, cutting an estimated $9.2M.

  • 36 institutional investors held Mexico Fund (MXF) as of Q2 2023, up from 33 in Q1 2023.
  • Funds reported $137M of Mexico Fund stock for Q2 2023, down 2.8% quarter-over-quarter.
  • 4 funds opened new Mexico Fund positions in Q2 2023 and 1 closed out, a net change of +3 holders.
  • The largest Mexico Fund buyer in Q2 2023 was RPO LLC, an estimated $1.76M added.
  • The largest Mexico Fund seller in Q2 2023 was City of London Investment Management, an estimated $9.2M sold.

Based on aggregated 13F filings for Q2 2023.