Mexico Equity and Income Fund
23 hedge funds and large institutions have $17.3M invested in Mexico Equity and Income Fund in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
2% more capital invested
Capital invested by funds: $17M → $17.3M (+$273K)
0% more funds holding
Funds holding: 23 → 23 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.49% less ownership
Funds ownership: 34.46% → 33.97% (-0.49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$162K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$105K |
| 3 |
SCM
Saba Capital Management
New York
|
+$93.9K |
| 4 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$12.3K |
| 5 |
HNB
Huntington National Bank
Columbus,
Ohio
|
+$1.13K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Almitas Capital
Santa Monica,
California
|
-$206K |
| 2 |
ICM
Ionic Capital Management
New York
|
-$206K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$137K |
| 4 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$56.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$7.86K |
MXE Hedge Fund Activity: Q1 2024 in Review
23 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q1 2024, worth a combined $17.3M — up 1.6% from $17M a quarter earlier.
Fund positioning in MXE was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $162K. The largest seller was Almitas Capital, cutting an estimated $206K.
- 23 institutional investors held Mexico Equity and Income Fund (MXE) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $17.3M of Mexico Equity and Income Fund stock for Q1 2024, up 1.6% quarter-over-quarter.
- 1 fund opened new Mexico Equity and Income Fund positions in Q1 2024 and 1 closed out, a net change of 0 holders.
- The largest Mexico Equity and Income Fund buyer in Q1 2024 was Morgan Stanley, an estimated $162K added.
- The largest Mexico Equity and Income Fund seller in Q1 2024 was Almitas Capital, an estimated $206K sold.
Based on aggregated 13F filings for Q1 2024.