MXE

Mexico Equity and Income Fund
MXE

Overview Fund Activity

24 hedge funds and large institutions have $13.6M invested in Mexico Equity and Income Fund in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and closing their positions.

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$237K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12K
3
AW
3
Atlas Wealth
Ohio
$434K
4
SCM
4
Saba Capital Management
New York
$130K
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$13.9K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$89.1K
2
Lazard Asset Management
2
Lazard Asset Management
New York
$239K
3
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$533K
Name Market Value Shares Shares
Change 		Shares
Change %
CL
1
CSS LLC
Illinois
$4.13M 439,243 – –
COLIM
2
City of London Investment Management
United Kingdom
$2.58M 274,855 – –
MC
3
Matisse Capital
Oregon
$1.24M 132,000 – –
ICM
4
Ionic Capital Management
New York
$1.14M 120,887 – –
BI
5
Bulldog Investors
New Jersey
$951K 101,158 – –
SFS
6
Shaker Financial Services
Virginia
$834K 88,775 – –
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$533K 56,736 -163 -0.3%
AW
8
Atlas Wealth
Ohio
$434K 46,214 +737 +2%
WAM
9
Wolverine Asset Management
Illinois
$406K 43,190 +88 +0.2%
LSC
10
Logan Stone Capital
Illinois
$320K 34,005 – –
AC
11
Almitas Capital
California
$241K 25,653 – –
Lazard Asset Management
12
Lazard Asset Management
New York
$239K 25,497 -1,287 -5%
US Bancorp
13
US Bancorp
Minnesota
$237K 25,233 +25,233 New
SCM
14
Saba Capital Management
New York
$130K 13,799 +300 +2%
Morgan Stanley
15
Morgan Stanley
New York
$89.1K 9,478 -2,464 -21%
WC
16
Winmill & Co
New York
$56.4K 6,000 – –
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$13.9K 1,482 +252 +20%
Osaic Holdings
18
Osaic Holdings
Arizona
$12K 1,272 +1,268 +31,700%
CFFP
19
Center for Financial Planning
Michigan
$11.4K 1,213 – –
UBS Group
20
UBS Group
Switzerland
$8.3K 883 – –
AAP
21
Arax Advisory Partners
Colorado
$5.72K 608 – –
Bank of America
22
Bank of America
North Carolina
$940 100 +100 New
Wells Fargo
23
Wells Fargo
California
$9 1 – –
HNB
24
Huntington National Bank
Ohio
$9 1 – –
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –