MXE

Mexico Equity and Income Fund
MXE

Overview Fund Activity

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.

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

1
SCM
1
Saba Capital Management
New York
$136K
2
AW
2
Atlas Wealth
Ohio
$476K
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$12.4K
4
AC
4
Almitas Capital
California
$274K
5
Wells Fargo
5
Wells Fargo
California
$9

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$120K
2
WAM
2
Wolverine Asset Management
Illinois
$433K
3
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$571K
4
UBS Group
4
UBS Group
Switzerland
$8.87K
Name Market Value Shares Shares
Change 		Shares
Change %
CL
1
CSS LLC
Illinois
$4.41M 439,243 – –
COLIM
2
City of London Investment Management
United Kingdom
$2.76M 274,855 – –
MC
3
Matisse Capital
Oregon
$1.33M 132,000 – –
ICM
4
Ionic Capital Management
New York
$1.21M 120,887 – –
BI
5
Bulldog Investors
New Jersey
$1.02M 101,158 – –
SFS
6
Shaker Financial Services
Virginia
$891K 88,775 – –
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$571K 56,899 -512 -0.9%
AW
8
Atlas Wealth
Ohio
$476K 45,477 +7,836 +21%
WAM
9
Wolverine Asset Management
Illinois
$433K 43,102 -1,506 -3%
LSC
10
Logan Stone Capital
Illinois
$341K 34,005 – –
AC
11
Almitas Capital
California
$274K 25,653 +100 +0.4%
Lazard Asset Management
12
Lazard Asset Management
New York
$268K 26,784 – –
SCM
13
Saba Capital Management
New York
$136K 13,499 +13,499 New
Morgan Stanley
14
Morgan Stanley
New York
$120K 11,942 -5,189 -30%
WC
15
Winmill & Co
New York
$60.2K 6,000 – –
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$12.4K 1,230 +1,230 New
CFFP
17
Center for Financial Planning
Michigan
$12.2K 1,213 – –
UBS Group
18
UBS Group
Switzerland
$8.87K 883 -78 -8%
AAP
19
Arax Advisory Partners
Colorado
$6.11K 608 – –
Osaic Holdings
20
Osaic Holdings
Arizona
$40 4 – –
HNB
21
Huntington National Bank
Ohio
$10 1 – –
Wells Fargo
22
Wells Fargo
California
$9 1 +1 New
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –