Mexico Equity and Income Fund
22 hedge funds and large institutions have $11.6M invested in Mexico Equity and Income Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
16% more funds holding
Funds holding: 19 → 22 (+3)
1.98% more ownership
Funds ownership: 30.89% → 32.87% (+2%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
6% less capital invested
Capital invested by funds: $12.4M → $11.6M (-$803K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Matisse Capital
Portland,
Oregon
|
+$811K |
| 2 |
ICM
Ionic Capital Management
New York
|
+$447K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$142K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$94.6K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$42.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$786K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$24K |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$12.6K |
| 4 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$6K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$3.75K |
MXE Hedge Fund Activity: Q2 2022 in Review
22 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q2 2022, worth a combined $11.6M — down 6.5% from $12.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MXE positions and 2 closed out — a net gain of 3 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Matisse Capital, adding an estimated $811K. The largest seller was Bulldog Investors, cutting an estimated $786K.
- 22 institutional investors held Mexico Equity and Income Fund (MXE) as of Q2 2022, up from 19 in Q1 2022.
- Funds reported $11.6M of Mexico Equity and Income Fund stock for Q2 2022, down 6.5% quarter-over-quarter.
- 5 funds opened new Mexico Equity and Income Fund positions in Q2 2022 and 2 closed out, a net change of +3 holders.
- The largest Mexico Equity and Income Fund buyer in Q2 2022 was Matisse Capital, an estimated $811K added.
- The largest Mexico Equity and Income Fund seller in Q2 2022 was Bulldog Investors, an estimated $786K sold.
Based on aggregated 13F filings for Q2 2022.