MXE

Mexico Equity and Income Fund
MXE

Overview Fund Activity

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.

Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$2.77M
2
ICM
2
Ionic Capital Management
New York
$1.22M
3
SFS
3
Shaker Financial Services
Virginia
$894K
4
AW
4
Atlas Wealth
Ohio
$379K
5
WAM
5
Wolverine Asset Management
Illinois
$449K

Top Sellers

1
CCP
1
Clough Capital Partners
Massachusetts
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
BI
3
Bulldog Investors
New Jersey
$1.02M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$40
5
Wells Fargo
5
Wells Fargo
California
$9
Name Market Value Shares Shares
Change 		Shares
Change %
CL
1
CSS LLC
Illinois
$4.42M 439,243 – –
COLIM
2
City of London Investment Management
United Kingdom
$2.77M 274,855 +25,662 +10%
MC
3
Matisse Capital
Oregon
$1.33M 132,000 – –
ICM
4
Ionic Capital Management
New York
$1.22M 120,887 +11,200 +10%
BI
5
Bulldog Investors
New Jersey
$1.02M 101,158 -2,524 -2%
SFS
6
Shaker Financial Services
Virginia
$894K 88,775 +10,233 +13%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$578K 57,411 – –
WAM
8
Wolverine Asset Management
Illinois
$449K 44,608 +6,626 +17%
AW
9
Atlas Wealth
Ohio
$379K 37,641 +7,067 +23%
LSC
10
Logan Stone Capital
Illinois
$342K 34,005 +2,600 +8%
Lazard Asset Management
11
Lazard Asset Management
New York
$269K 26,784 +588 +2%
AC
12
Almitas Capital
California
$257K 25,553 – –
Morgan Stanley
13
Morgan Stanley
New York
$173K 17,131 +5,665 +49%
WC
14
Winmill & Co
New York
$60.4K 6,000 – –
CFFP
15
Center for Financial Planning
Michigan
$12.2K 1,213 +1,213 New
UBS Group
16
UBS Group
Switzerland
$9.68K 961 +78 +9%
AAP
17
Arax Advisory Partners
Colorado
$6.12K 608 – –
Osaic Holdings
18
Osaic Holdings
Arizona
$40 4 -599 -99%
HNB
19
Huntington National Bank
Ohio
$10 1 – –
Wells Fargo
20
Wells Fargo
California
– – -101 Closed
CCP
21
Clough Capital Partners
Massachusetts
– – -30,325 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
– – -16,849 Closed
HI
23
Harbour Investments
Wisconsin
– – -93 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –