MXE

Mexico Equity and Income Fund
MXE

Overview Fund Activity

21 hedge funds and large institutions have $20.7M invested in Mexico Equity and Income Fund in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$8.67M
2
S
2
SignatureFD
Georgia
$26K
3
SPIA
3
Steward Partners Investment Advisory
New York
$2.37K
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$11.8K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
WAM
2
Wolverine Asset Management
Illinois
$110K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$211K
5
UBS Group
5
UBS Group
Switzerland
$20.9K
Name Market Value Shares Shares
Change 		Shares
Change %
COLIM
1
City of London Investment Management
United Kingdom
$8.67M 828,023 +204,155 +33%
CL
2
CSS LLC
Illinois
$4.6M 439,243 – –
MC
3
Matisse Capital
Oregon
$2.49M 237,827 – –
SCM
4
Saba Capital Management
New York
$1.24M 118,600 – –
BI
5
Bulldog Investors
New Jersey
$1.06M 101,158 – –
SFS
6
Shaker Financial Services
Virginia
$796K 75,982 – –
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$674K 64,391 – –
Lazard Asset Management
8
Lazard Asset Management
New York
$276K 26,412 – –
US Bancorp
9
US Bancorp
Minnesota
$264K 25,233 – –
Morgan Stanley
10
Morgan Stanley
New York
$211K 20,184 -2,867 -12%
AA
11
Ancora Advisors
Ohio
$125K 11,920 – –
WAM
12
Wolverine Asset Management
Illinois
$110K 10,495 -17,824 -63%
WC
13
Winmill & Co
New York
$62.8K 6,000 – –
S
14
SignatureFD
Georgia
$26K 2,488 +2,488 New
CFFP
15
Center for Financial Planning
Michigan
$23.2K 2,213 – –
UBS Group
16
UBS Group
Switzerland
$20.9K 2,000 -168 -8%
EB
17
Eastern Bank
Massachusetts
$13.2K 1,261 – –
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$11.8K 1,123 +12 +1%
SPIA
19
Steward Partners Investment Advisory
New York
$2.37K 226 +226 New
Bank of America
20
Bank of America
North Carolina
$1.05K 100 – –
HNB
21
Huntington National Bank
Ohio
$10 1 – –
Wells Fargo
22
Wells Fargo
California
– – – –
RCM
23
Rivernorth Capital Management
Florida
– – -132,187 Closed
Osaic Holdings
24
Osaic Holdings
Arizona
– – -3,783 Closed