MXE

Mexico Equity and Income Fund
MXE

Overview Fund Activity

25 hedge funds and large institutions have $36.9M invested in Mexico Equity and Income Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and closing their positions.

Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFS
1
Mirabella Financial Services
United Kingdom
$1.74M
2
RCM
2
Rivernorth Capital Management
Florida
$2.91M
3
MC
3
Matisse Capital
Oregon
$1.39M
4
CCP
4
Clough Capital Partners
Massachusetts
$413K
5
CA
5
Cornerstone Advisors
North Carolina
$363K

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$18.3M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$2.11M
3
CL
3
CSS LLC
Illinois
$262K
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$45K
5
Wells Fargo
5
Wells Fargo
California
$67K
Name Market Value Shares Shares
Change 		Shares
Change %
COLIM
1
City of London Investment Management
United Kingdom
$18.3M 1,569,519 -55,000 -3%
1CP
2
1607 Capital Partners
Virginia
$3.43M 295,519 +3,242 +1%
RCM
3
Rivernorth Capital Management
Florida
$2.91M 250,521 +117,248 +88%
BI
4
Bulldog Investors
New Jersey
$2.61M 225,079 – –
Lazard Asset Management
5
Lazard Asset Management
New York
$2.11M 181,824 -39,500 -18%
MFS
6
Mirabella Financial Services
United Kingdom
$1.74M 149,713 +149,713 New
MC
7
Matisse Capital
Oregon
$1.39M 119,791 +64,021 +115%
SIA
8
Sit Investment Associates
Minnesota
$1.13M 97,373 +1,561 +2%
BFM
9
Boothbay Fund Management
New York
$952K 82,107 – –
AC
10
Almitas Capital
California
$637K 54,950 +16,828 +44%
CCP
11
Clough Capital Partners
Massachusetts
$413K 35,580 +35,580 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$373K 32,131 +4,036 +14%
CA
13
Cornerstone Advisors
North Carolina
$363K 31,312 +31,312 New
CL
14
CSS LLC
Illinois
$262K 22,540 -26,445 -54%
WAM
15
Wolverine Asset Management
Illinois
$94K 8,163 +8,163 New
Wells Fargo
16
Wells Fargo
California
$67K 5,751 -654 -10%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$45K 3,859 -13,340 -78%
UBS Group
18
UBS Group
Switzerland
$31K 2,674 +1,250 +88%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$10K 900 -549 -38%
GT
20
Glenmede Trust
Pennsylvania
$9K 862 +862 New
Morgan Stanley
21
Morgan Stanley
New York
$8K 670 – –
Bank of America
22
Bank of America
North Carolina
$7K 562 -187 -25%
SBL
23
Sargent Bickham Lagudis
Colorado
$7K 608 – –
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$4K 301 – –
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –
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