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MXE

Mexico Equity and Income Fund
MXE

22 hedge funds and large institutions have $14.3M invested in Mexico Equity and Income Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more funds holding

Funds holding: 19 → 22 (+3)

1% more capital invested

Capital invested by funds: $14.2M → $14.3M (+$143K)

0.35% more ownership

Funds ownership: 32.02% → 32.37% (+0.35%)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$135K
2
AW
Atlas Wealth
Ohio
+$78.6K
3
TJHA
Thomas J. Herzfeld Advisors
Florida
+$12.3K
4
AC
Almitas Capital
California
+$1K
5
Wells Fargo
Wells Fargo
California
+$10

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$52.1K
2
WAM
Wolverine Asset Management
Illinois
-$15.1K
3
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
-$5.14K
4
UBS Group
UBS Group
Switzerland
-$783
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1
CSS LLC
Illinois
$4.41M – – –
COLIM
2
City of London Investment Management
United Kingdom
$2.76M – – –
MC
3
Matisse Capital
Oregon
$1.33M – – –
ICM
4
Ionic Capital Management
New York
$1.21M – – –
BI
5
Bulldog Investors
New Jersey
$1.02M – – –
SFS
6
Shaker Financial Services
Virginia
$891K – – –
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$571K -$5.14K -512 -0.9%
AW
8
Atlas Wealth
Ohio
$476K +$78.6K +7,836 +21%
WAM
9
Wolverine Asset Management
Illinois
$433K -$15.1K -1,506 -3%
LSC
10
Logan Stone Capital
Illinois
$341K – – –
AC
11
Almitas Capital
California
$274K +$1K +100 +0.4%
Lazard Asset Management
12
Lazard Asset Management
New York
$268K – – –
SCM
13
Saba Capital Management
New York
$136K +$135K +13,499 New
Morgan Stanley
14
Morgan Stanley
New York
$120K -$52.1K -5,189 -30%
WC
15
Winmill & Co
New York
$60.2K – – –
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$12.4K +$12.3K +1,230 New
CFFP
17
Center for Financial Planning
Michigan
$12.2K – – –
UBS Group
18
UBS Group
Switzerland
$8.87K -$783 -78 -8%
AAP
19
Arax Advisory Partners
Colorado
$6.11K – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$40 – – –
HNB
21
Huntington National Bank
Ohio
$10 – – –
Wells Fargo
22
Wells Fargo
California
$9 +$10 +1 New

MXE Hedge Fund Activity: Q2 2023 in Review

22 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q2 2023, worth a combined $14.3M — up 1% from $14.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MXE positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 4 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $135K. The largest seller was Morgan Stanley, cutting an estimated $52.1K.

  • 22 institutional investors held Mexico Equity and Income Fund (MXE) as of Q2 2023, up from 19 in Q1 2023.
  • Funds reported $14.3M of Mexico Equity and Income Fund stock for Q2 2023, up 1% quarter-over-quarter.
  • 3 funds opened new Mexico Equity and Income Fund positions in Q2 2023 and 0 closed out, a net change of +3 holders.
  • The largest Mexico Equity and Income Fund buyer in Q2 2023 was Saba Capital Management, an estimated $135K added.
  • The largest Mexico Equity and Income Fund seller in Q2 2023 was Morgan Stanley, an estimated $52.1K sold.

Based on aggregated 13F filings for Q2 2023.