Mexico Equity and Income Fund
21 hedge funds and large institutions have $15.2M invested in Mexico Equity and Income Fund in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 4 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
2.05% more ownership
Funds ownership: 33.97% → 36.02% (+2%)
9% less funds holding
Funds holding: 23 → 21 (-2)
12% less capital invested
Capital invested by funds: $17.3M → $15.2M (-$2.06M)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Matisse Capital
Portland,
Oregon
|
+$559K |
| 2 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$510K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$135K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$118K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$33K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$280K |
| 2 |
AC
Almitas Capital
Santa Monica,
California
|
-$156K |
| 3 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$7.22K |
| 4 |
Morgan Stanley
New York
|
-$4.11K |
| 5 |
HNB
Huntington National Bank
Columbus,
Ohio
|
-$1.08K |
MXE Hedge Fund Activity: Q2 2024 in Review
21 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q2 2024, worth a combined $15.2M — down 12% from $17.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of MXE and 2 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 5 added.
The largest buyer was Matisse Capital, adding an estimated $559K. The largest seller was Logan Stone Capital, exiting entirely with an estimated $280K sold.
- 21 institutional investors held Mexico Equity and Income Fund (MXE) as of Q2 2024, down from 23 in Q1 2024.
- Funds reported $15.2M of Mexico Equity and Income Fund stock for Q2 2024, down 12% quarter-over-quarter.
- 2 funds opened new Mexico Equity and Income Fund positions in Q2 2024 and 4 closed out, a net change of -2 holders.
- The largest Mexico Equity and Income Fund buyer in Q2 2024 was Matisse Capital, an estimated $559K added.
- The largest Mexico Equity and Income Fund seller in Q2 2024 was Logan Stone Capital, an estimated $280K sold.
Based on aggregated 13F filings for Q2 2024.