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MXE

Mexico Equity and Income Fund
MXE

17 hedge funds and large institutions have $44.4M invested in Mexico Equity and Income Fund in 2013 Q2 according to their latest regulatory filings, with 17 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

46.32% more ownership

Funds ownership: 0% → 46.32% (+46%)

Holders
17
Holders Change
+17
Holders Change %
–
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$16M +$16.9M +1,036,603 New
Lazard Asset Management
2
Lazard Asset Management
New York
$13.9M +$14.8M +903,660 New
1CP
3
1607 Capital Partners
Virginia
$4.67M +$4.95M +303,173 New
GFM
4
Gramercy Funds Management
Connecticut
$2.16M +$2.29M +140,513 New
DT
5
Diversified Trust
Tennessee
$1.93M +$2.05M +125,242 New
AG
6
Ashmore Group
United Kingdom
$1.31M +$1.39M +85,329 New
Morgan Stanley
7
Morgan Stanley
New York
$884K +$938K +57,414 New
SFS
8
Shaker Financial Services
Virginia
$833K +$884K +54,138 New
KIM
9
Karpus Investment Management
New York
$831K +$882K +54,014 New
WAM
10
Wolverine Asset Management
Illinois
$540K +$574K +35,133 New
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$495K +$527K +32,293 New
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$382K +$405K +24,796 New
TC
13
TFS Capital
Pennsylvania
$209K +$221K +13,557 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$159K +$170K +10,385 New
Wells Fargo
15
Wells Fargo
California
$92K +$98K +6,000 New
U
16
UBS
Switzerland
$62K +$65.3K +4,000 New
TF
17
Tompkins Financial
New York
$3K +$2.81K +172 New

MXE Hedge Fund Activity: Q2 2013 in Review

17 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q2 2013, worth a combined $44.4M.

Buyers outnumbered sellers: 17 funds opened new MXE positions and 0 closed out — a net gain of 17 holders — while 0 added to existing stakes and 0 trimmed.

  • 17 institutional investors held Mexico Equity and Income Fund (MXE) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $44.4M of Mexico Equity and Income Fund stock for Q2 2013.
  • 17 funds opened new Mexico Equity and Income Fund positions in Q2 2013 and 0 closed out, a net change of +17 holders.

Based on aggregated 13F filings for Q2 2013.