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MXF

Mexico Fund

38 hedge funds and large institutions have $146M invested in Mexico Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

14% more capital invested

Capital invested by funds: $128M → $146M (+$18.2M)

3% more funds holding

Funds holding: 3738 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.73% less ownership

Funds ownership: 51.74%51.01% (-0.73%)

56% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 18

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
8
Reduced
18
Closed
4
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
$66.6M +$1.71M +101,431 +3%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$35.9M -$1.79M -106,304 -5%
Lazard Asset Management
3
Lazard Asset Management
New York
$24.4M -$114K -6,806 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$3.74M +$1.63M +96,689 +97%
1CP
5
1607 Capital Partners
Virginia
$3.54M -$159K -9,465 -5%
AC
6
Almitas Capital
California
$3.07M +$87.6K +5,210 +3%
MC
7
Matisse Capital
Oregon
$1.72M
HPM
8
Hudson Portfolio Management
New York
$784K -$29.6K -1,758 -4%
QC
9
Quantedge Capital
Singapore
$761K +$116K +6,900 +21%
VCWA
10
Vanguard Capital Wealth Advisors
Colorado
$680K +$600K +35,664 New
RJA
11
Raymond James & Associates
Florida
$573K -$111K -6,596 -18%
ICM
12
Ionic Capital Management
New York
$525K
SFS
13
Shaker Financial Services
Virginia
$500K -$37.2K -2,214 -8%
PGFC
14
Peapack-Gladstone Financial Corp
New Jersey
$499K -$118K -7,009 -21%
RL
15
RPO LLC
Connecticut
$470K -$1.49M -88,670 -78%
HighTower Advisors
16
HighTower Advisors
Illinois
$317K -$106K -6,282 -27%
KIM
17
Karpus Investment Management
New York
$265K -$7.4K -440 -3%
LCM
18
Landscape Capital Management
New Jersey
$248K +$34.7K +2,061 +19%
MML Investors Services
19
MML Investors Services
Massachusetts
$234K +$206K +12,275 New
OGC
20
Oak Grove Capital
New Hampshire
$217K
CPG
21
Custom Portfolio Group
Colorado
$217K +$191K +11,372 New
BFM
22
Boothbay Fund Management
New York
$212K -$671K -39,902 -78%
JGUA
23
John G. Ullman & Associates
New York
$202K
TCPG
24
Trivant Custom Portfolio Group
California
$93.5K -$1.68K -100 -2%
GI
25
Gradient Investments
Minnesota
$58.8K

MXF Hedge Fund Activity: Q4 2023 in Review

38 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Mexico Fund (MXF) for Q4 2023, worth a combined $146M — up 14% from $128M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MXF positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 18 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $1.71M. The largest seller was Allspring Global Investments, cutting an estimated $1.79M.

  • 38 institutional investors held Mexico Fund (MXF) as of Q4 2023, up from 37 in Q3 2023.
  • Funds reported $146M of Mexico Fund stock for Q4 2023, up 14% quarter-over-quarter.
  • 5 funds opened new Mexico Fund positions in Q4 2023 and 4 closed out, a net change of +1 holder.
  • The largest Mexico Fund buyer in Q4 2023 was City of London Investment Management, an estimated $1.71M added.
  • The largest Mexico Fund seller in Q4 2023 was Allspring Global Investments, an estimated $1.79M sold.

Based on aggregated 13F filings for Q4 2023.