MXE

Mexico Equity and Income Fund
MXE

Overview Fund Activity

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.

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MC
1
Matisse Capital
Oregon
$2.27M
2
AW
2
Atlas Wealth
Ohio
$463K
3
LCM
3
Landscape Capital Management
New Jersey
$123K
4
WAM
4
Wolverine Asset Management
Illinois
$198K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$36K

Top Sellers

1
LSC
1
Logan Stone Capital
Illinois
$0
2
AC
2
Almitas Capital
California
$0
3
AAP
3
Arax Advisory Partners
Colorado
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$227K
5
HNB
5
Huntington National Bank
Ohio
$10
Name Market Value Shares Shares
Change 		Shares
Change %
CL
1
CSS LLC
Illinois
$4.22M 439,243 – –
COLIM
2
City of London Investment Management
United Kingdom
$2.64M 274,855 – –
MC
3
Matisse Capital
Oregon
$2.27M 236,000 +52,788 +29%
SCM
4
Saba Capital Management
New York
$1.14M 118,600 – –
ICM
5
Ionic Capital Management
New York
$982K 102,336 – –
BI
6
Bulldog Investors
New Jersey
$971K 101,158 – –
SFS
7
Shaker Financial Services
Virginia
$808K 84,204 – –
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$563K 58,623 – –
AW
9
Atlas Wealth
Ohio
$463K 48,141 +48,141 New
Lazard Asset Management
10
Lazard Asset Management
New York
$244K 25,497 – –
US Bancorp
11
US Bancorp
Minnesota
$242K 25,233 – –
Morgan Stanley
12
Morgan Stanley
New York
$227K 23,659 -388 -2%
WAM
13
Wolverine Asset Management
Illinois
$198K 20,620 +11,149 +118%
LCM
14
Landscape Capital Management
New Jersey
$123K 12,783 +12,783 New
WC
15
Winmill & Co
New York
$57.6K 6,000 – –
Osaic Holdings
16
Osaic Holdings
Arizona
$36K 3,754 +3,120 +492%
UBS Group
17
UBS Group
Switzerland
$17.9K 1,861 +978 +111%
CFFP
18
Center for Financial Planning
Michigan
$11.6K 1,213 – –
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$11K 1,150 +38 +3%
Bank of America
20
Bank of America
North Carolina
$960 100 – –
HNB
21
Huntington National Bank
Ohio
$10 1 -102 -99%
Wells Fargo
22
Wells Fargo
California
– – -1 Closed
LSC
23
Logan Stone Capital
Illinois
– – -24,219 Closed
AC
24
Almitas Capital
California
– – -13,526 Closed
AAP
25
Arax Advisory Partners
Colorado
– – -624 Closed
1
2