Mexico Equity and Income Fund
19 hedge funds and large institutions have $14.2M invested in Mexico Equity and Income Fund in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 4 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
16% more capital invested
Capital invested by funds: $12.2M → $14.2M (+$1.98M)
0.46% more ownership
Funds ownership: 31.55% → 32.02% (+0.46%)
14% less funds holding
Funds holding: 22 → 19 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$252K |
| 2 |
ICM
Ionic Capital Management
New York
|
+$110K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$101K |
| 4 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$69.4K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$65.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$266K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$148K |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$24.8K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.89K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$993 |
MXE Hedge Fund Activity: Q1 2023 in Review
19 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q1 2023, worth a combined $14.2M — up 16% from $12.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of MXE and 1 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 9 added.
The largest buyer was City of London Investment Management, adding an estimated $252K. The largest seller was Clough Capital Partners, exiting entirely with an estimated $266K sold.
- 19 institutional investors held Mexico Equity and Income Fund (MXE) as of Q1 2023, down from 22 in Q4 2022.
- Funds reported $14.2M of Mexico Equity and Income Fund stock for Q1 2023, up 16% quarter-over-quarter.
- 1 fund opened new Mexico Equity and Income Fund positions in Q1 2023 and 4 closed out, a net change of -3 holders.
- The largest Mexico Equity and Income Fund buyer in Q1 2023 was City of London Investment Management, an estimated $252K added.
- The largest Mexico Equity and Income Fund seller in Q1 2023 was Clough Capital Partners, an estimated $266K sold.
Based on aggregated 13F filings for Q1 2023.