MXE

Mexico Equity and Income Fund
MXE

Overview Fund Activity

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.

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
6
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$1.23M
2
MC
2
Matisse Capital
Oregon
$2.05M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$137K
4
Morgan Stanley
4
Morgan Stanley
New York
$212K
5
AC
5
Almitas Capital
California
$359K

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$0
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
LSC
3
Logan Stone Capital
Illinois
$328K
4
SFS
4
Shaker Financial Services
Virginia
$968K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$7.1K
Name Market Value Shares Shares
Change 		Shares
Change %
CL
1
CSS LLC
Illinois
$4.92M 439,243 – –
COLIM
2
City of London Investment Management
United Kingdom
$3.08M 274,855 – –
MC
3
Matisse Capital
Oregon
$2.05M 183,212 +51,212 +39%
ICM
4
Ionic Capital Management
New York
$1.35M 120,887 – –
SCM
5
Saba Capital Management
New York
$1.23M 110,155 +96,356 +698%
BI
6
Bulldog Investors
New Jersey
$1.13M 101,158 – –
SFS
7
Shaker Financial Services
Virginia
$968K 84,204 -4,571 -5%
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$644K 57,521 +785 +1%
AC
9
Almitas Capital
California
$359K 32,088 +6,435 +25%
LSC
10
Logan Stone Capital
Illinois
$328K 29,262 -4,743 -14%
Lazard Asset Management
11
Lazard Asset Management
New York
$285K 25,497 – –
US Bancorp
12
US Bancorp
Minnesota
$283K 25,233 – –
Morgan Stanley
13
Morgan Stanley
New York
$212K 18,916 +9,438 +100%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$137K 12,257 +12,257 New
WC
15
Winmill & Co
New York
$67.2K 6,000 – –
UBS Group
16
UBS Group
Switzerland
$17.8K 1,590 +707 +80%
CFFP
17
Center for Financial Planning
Michigan
$13.6K 1,213 – –
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$12.5K 1,112 -370 -25%
Osaic Holdings
19
Osaic Holdings
Arizona
$7.1K 634 -638 -50%
AAP
20
Arax Advisory Partners
Colorado
$6.81K 608 – –
Bank of America
21
Bank of America
North Carolina
$1.12K 100 – –
HNB
22
Huntington National Bank
Ohio
$11 1 – –
Wells Fargo
23
Wells Fargo
California
$10 1 – –
AW
24
Atlas Wealth
Ohio
– – -46,214 Closed
WAM
25
Wolverine Asset Management
Illinois
– – -43,190 Closed
1
2