MXE

Mexico Equity and Income Fund
MXE

Overview Fund Activity

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.

Holders
23
Holders Change
–
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$109K
2
SCM
2
Saba Capital Management
New York
$1.37M
3
Morgan Stanley
3
Morgan Stanley
New York
$278K
4
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$678K
5
HNB
5
Huntington National Bank
Ohio
$1.19K

Top Sellers

1
AC
1
Almitas Capital
California
$156K
2
ICM
2
Ionic Capital Management
New York
$1.18M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
LSC
4
Logan Stone Capital
Illinois
$280K
5
UBS Group
5
UBS Group
Switzerland
$10.2K
Name Market Value Shares Shares
Change 		Shares
Change %
CL
1
CSS LLC
Illinois
$5.08M 439,243 – –
COLIM
2
City of London Investment Management
United Kingdom
$3.18M 274,855 – –
MC
3
Matisse Capital
Oregon
$2.12M 183,212 – –
SCM
4
Saba Capital Management
New York
$1.37M 118,600 +8,445 +8%
ICM
5
Ionic Capital Management
New York
$1.18M 102,336 -18,551 -15%
BI
6
Bulldog Investors
New Jersey
$1.17M 101,158 – –
SFS
7
Shaker Financial Services
Virginia
$973K 84,204 – –
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$678K 58,623 +1,102 +2%
Lazard Asset Management
9
Lazard Asset Management
New York
$294K 25,497 – –
US Bancorp
10
US Bancorp
Minnesota
$292K 25,233 – –
LSC
11
Logan Stone Capital
Illinois
$280K 24,219 -5,043 -17%
Morgan Stanley
12
Morgan Stanley
New York
$278K 24,047 +5,131 +27%
AC
13
Almitas Capital
California
$156K 13,526 -18,562 -58%
WAM
14
Wolverine Asset Management
Illinois
$109K 9,471 +9,471 New
WC
15
Winmill & Co
New York
$69.4K 6,000 – –
CFFP
16
Center for Financial Planning
Michigan
$14K 1,213 – –
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$12.9K 1,112 – –
UBS Group
18
UBS Group
Switzerland
$10.2K 883 -707 -44%
Osaic Holdings
19
Osaic Holdings
Arizona
$7.33K 634 – –
AAP
20
Arax Advisory Partners
Colorado
$7.22K 624 +16 +3%
HNB
21
Huntington National Bank
Ohio
$1.19K 103 +102 +10,200%
Bank of America
22
Bank of America
North Carolina
$1.16K 100 – –
Wells Fargo
23
Wells Fargo
California
$6 1 – –
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
– – -12,257 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –