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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
0.34%
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

MXE Hedge Fund Activity: Q2 2023 in Review

22 of the 6,383 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.