Mexico Equity and Income Fund
20 hedge funds and large institutions have $29.9M invested in Mexico Equity and Income Fund in 2026 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
1.23% more ownership
Funds ownership: 51.02% → 52.25% (+1.2%)
3% more capital invested
Capital invested by funds: $29M → $29.9M (+$941K)
0% more funds holding
Funds holding: 20 → 20 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$1M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$159K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$142K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$25.9K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$7.17K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$326K |
| 2 |
Morgan Stanley
New York
|
-$92.9K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$74.2K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$65.3K |
| 5 |
Lazard Asset Management
New York
|
-$31.2K |
MXE Hedge Fund Activity: Q2 2026 in Review
20 of the 8,317 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q2 2026, worth a combined $29.9M — up 3.2% from $29M a quarter earlier.
Fund positioning in MXE was balanced in Q2 2026: 1 fund opened new positions, 1 closed out, 6 added to existing stakes and 5 trimmed.
The largest buyer was Atlas Wealth, opening a new position worth an estimated $1M. The largest seller was US Bancorp, exiting entirely with an estimated $326K sold.
- 20 institutional investors held Mexico Equity and Income Fund (MXE) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $29.9M of Mexico Equity and Income Fund stock for Q2 2026, up 3.2% quarter-over-quarter.
- 1 fund opened new Mexico Equity and Income Fund positions in Q2 2026 and 1 closed out, a net change of 0 holders.
- The largest Mexico Equity and Income Fund buyer in Q2 2026 was Atlas Wealth, an estimated $1M added.
- The largest Mexico Equity and Income Fund seller in Q2 2026 was US Bancorp, an estimated $326K sold.
Based on aggregated 13F filings for Q2 2026.