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MXE

Mexico Equity and Income Fund

20 hedge funds and large institutions have $29M invested in Mexico Equity and Income Fund in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $27.3M → $29M (+$1.7M)

0.97% more ownership

Funds ownership: 50.05%51.02% (+0.97%)

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
7
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
$15.8M +$1.12M +85,541 +7%
CL
2
CSS LLC
Illinois
$3.77M -$534K -40,582 -12%
MC
3
Matisse Capital
Oregon
$3.07M
SCM
4
Saba Capital Management
New York
$1.45M -$81.3K -6,185 -5%
BI
5
Bulldog Investors
New Jersey
$1.3M
SFS
6
Shaker Financial Services
Virginia
$974K
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$914K +$32.8K +2,495 +4%
Morgan Stanley
8
Morgan Stanley
New York
$465K +$98.3K +7,471 +26%
Lazard Asset Management
9
Lazard Asset Management
New York
$383K
US Bancorp
10
US Bancorp
Minnesota
$326K
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$312K -$44.6K -3,394 -12%
WC
12
Winmill & Co
New York
$77.4K
S
13
SignatureFD
Georgia
$32.1K
EB
14
Eastern Bank
Massachusetts
$16.3K
UBS Group
15
UBS Group
Switzerland
$11.4K -$3.2K -243 -22%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$7.35K -$10.7K -810 -59%
Osaic Holdings
17
Osaic Holdings
Arizona
$7.25K -$22.7K -1,726 -75%
WAM
18
Wolverine Asset Management
Illinois
$5.08K +$5.18K +394 New
Wells Fargo
19
Wells Fargo
California
$13 -$1.13K -86 -99%
HNB
20
Huntington National Bank
Ohio
$13
Bank of America
21
Bank of America
North Carolina
-$1.24K -100 Closed

MXE Hedge Fund Activity: Q1 2026 in Review

20 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q1 2026, worth a combined $29M — up 6.2% from $27.3M a quarter earlier.

Fund positioning in MXE was balanced in Q1 2026: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 7 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $1.12M. The largest seller was CSS LLC, cutting an estimated $534K.

  • 20 institutional investors held Mexico Equity and Income Fund (MXE) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $29M of Mexico Equity and Income Fund stock for Q1 2026, up 6.2% quarter-over-quarter.
  • 1 fund opened new Mexico Equity and Income Fund positions in Q1 2026 and 1 closed out, a net change of 0 holders.
  • The largest Mexico Equity and Income Fund buyer in Q1 2026 was City of London Investment Management, an estimated $1.12M added.
  • The largest Mexico Equity and Income Fund seller in Q1 2026 was CSS LLC, an estimated $534K sold.

Based on aggregated 13F filings for Q1 2026.