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MXE

Mexico Equity and Income Fund
MXE

20 hedge funds and large institutions have $12.2M invested in Mexico Equity and Income Fund in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

494% more capital invested

Capital invested by funds: $2.06M → $12.2M (+$10.2M)

54% more funds holding

Funds holding: 13 → 20 (+7)

20.51% more ownership

Funds ownership: 10.66% → 31.17% (+21%)

Holders
20
Holders Change
+7
Holders Change %
+53.85%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CL
CSS LLC
Illinois
+$3.55M
2
BI
Bulldog Investors
New Jersey
+$2.43M
3
COLIM
City of London Investment Management
United Kingdom
+$1.91M
4
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
+$507K
5
BFM
Boothbay Fund Management
New York
+$440K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$25K
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1
CSS LLC
Illinois
$3.92M +$3.55M +405,106 +1,187%
COLIM
2
City of London Investment Management
United Kingdom
$2.84M +$1.91M +218,285 +217%
BI
3
Bulldog Investors
New Jersey
$2.48M +$2.43M +277,584 New
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$529K +$507K +57,936 +4,138%
BFM
5
Boothbay Fund Management
New York
$448K +$440K +50,200 New
LSC
6
Logan Stone Capital
Illinois
$412K +$404K +46,161 New
WAM
7
Wolverine Asset Management
Illinois
$372K +$171K +19,541 +88%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$222K +$218K +24,888 New
MC
9
Matisse Capital
Oregon
$212K +$208K +23,772 New
YCM
10
Yakira Capital Management
Connecticut
$173K +$170K +19,388 New
Lazard Asset Management
11
Lazard Asset Management
New York
$170K +$83.8K +9,568 +100%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$165K +$71.5K +8,165 +79%
LCM
13
Landscape Capital Management
New Jersey
$142K +$139K +15,901 New
Morgan Stanley
14
Morgan Stanley
New York
$82K +$19.1K +2,179 +31%
WC
15
Winmill & Co
New York
$54K +$28.5K +3,260 +119%
AAP
16
Arax Advisory Partners
Colorado
$5K – – –
Osaic Holdings
17
Osaic Holdings
Arizona
$5K +$5.26K +601 +30,050%
TRCT
18
Tower Research Capital (TRC)
New York
$4K +$3.75K +428 New
HI
19
Harbour Investments
Wisconsin
$1K – – –
UBS Group
20
UBS Group
Switzerland
– -$25K -2,359 Closed

MXE Hedge Fund Activity: Q4 2021 in Review

20 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q4 2021, worth a combined $12.2M — up 494% from $2.06M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MXE positions and 1 closed out — a net gain of 7 holders — while 9 added to existing stakes and 0 trimmed.

The largest buyer was CSS LLC, adding an estimated $3.55M. The largest seller was UBS Group, exiting entirely with an estimated $25K sold.

  • 20 institutional investors held Mexico Equity and Income Fund (MXE) as of Q4 2021, up from 13 in Q3 2021.
  • Funds reported $12.2M of Mexico Equity and Income Fund stock for Q4 2021, up 494% quarter-over-quarter.
  • 8 funds opened new Mexico Equity and Income Fund positions in Q4 2021 and 1 closed out, a net change of +7 holders.
  • The largest Mexico Equity and Income Fund buyer in Q4 2021 was CSS LLC, an estimated $3.55M added.
  • The largest Mexico Equity and Income Fund seller in Q4 2021 was UBS Group, an estimated $25K sold.

Based on aggregated 13F filings for Q4 2021.