Mexico Equity and Income Fund
22 hedge funds and large institutions have $10.7M invested in Mexico Equity and Income Fund in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 22 → 22 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
0.57% less ownership
Funds ownership: 32.87% → 32.3% (-0.57%)
8% less capital invested
Capital invested by funds: $11.6M → $10.7M (-$887K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$460K |
| 2 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$214K |
| 3 |
ICM
Ionic Capital Management
New York
|
+$77K |
| 4 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$15.9K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$10.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$574K |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$200K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$89K |
| 4 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$65.3K |
| 5 |
MC
Matisse Capital
Portland,
Oregon
|
-$44.2K |
MXE Hedge Fund Activity: Q3 2022 in Review
22 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q3 2022, worth a combined $10.7M — down 7.6% from $11.6M a quarter earlier.
Fund positioning in MXE was balanced in Q3 2022: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 4 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $460K. The largest seller was City of London Investment Management, cutting an estimated $574K.
- 22 institutional investors held Mexico Equity and Income Fund (MXE) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $10.7M of Mexico Equity and Income Fund stock for Q3 2022, down 7.6% quarter-over-quarter.
- 2 funds opened new Mexico Equity and Income Fund positions in Q3 2022 and 2 closed out, a net change of 0 holders.
- The largest Mexico Equity and Income Fund buyer in Q3 2022 was Shaker Financial Services, an estimated $460K added.
- The largest Mexico Equity and Income Fund seller in Q3 2022 was City of London Investment Management, an estimated $574K sold.
Based on aggregated 13F filings for Q3 2022.