Mexico Equity and Income Fund
23 hedge funds and large institutions have $17.1M invested in Mexico Equity and Income Fund in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
26% more capital invested
Capital invested by funds: $13.6M → $17.1M (+$3.5M)
1.76% more ownership
Funds ownership: 32.92% → 34.68% (+1.8%)
4% less funds holding
Funds holding: 24 → 23 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$944K |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
+$502K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$120K |
| 4 |
Morgan Stanley
New York
|
+$92.5K |
| 5 |
AC
Almitas Capital
Santa Monica,
California
|
+$63K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$434K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$406K |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$46.5K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$44.8K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.25K |
MXE Hedge Fund Activity: Q4 2023 in Review
23 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q4 2023, worth a combined $17.1M — up 26% from $13.6M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MXE and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 6 added.
The largest buyer was Saba Capital Management, adding an estimated $944K. The largest seller was Atlas Wealth, exiting entirely with an estimated $434K sold.
- 23 institutional investors held Mexico Equity and Income Fund (MXE) as of Q4 2023, down from 24 in Q3 2023.
- Funds reported $17.1M of Mexico Equity and Income Fund stock for Q4 2023, up 26% quarter-over-quarter.
- 1 fund opened new Mexico Equity and Income Fund positions in Q4 2023 and 2 closed out, a net change of -1 holder.
- The largest Mexico Equity and Income Fund buyer in Q4 2023 was Saba Capital Management, an estimated $944K added.
- The largest Mexico Equity and Income Fund seller in Q4 2023 was Atlas Wealth, an estimated $434K sold.
Based on aggregated 13F filings for Q4 2023.