Mexico Equity and Income Fund
23 hedge funds and large institutions have $14.9M invested in Mexico Equity and Income Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
10% more funds holding
Funds holding: 21 → 23 (+2)
0.85% more ownership
Funds ownership: 36.02% → 36.88% (+0.85%)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
2% less capital invested
Capital invested by funds: $15.2M → $14.9M (-$339K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$749K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$147K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$107K |
| 4 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$29K |
| 5 |
MC
Matisse Capital
Portland,
Oregon
|
+$17.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$463K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$166K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$60.2K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$13.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$9.14K |
MXE Hedge Fund Activity: Q3 2024 in Review
23 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q3 2024, worth a combined $14.9M — down 2.2% from $15.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MXE positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was City of London Investment Management, adding an estimated $749K. The largest seller was Atlas Wealth, exiting entirely with an estimated $463K sold.
- 23 institutional investors held Mexico Equity and Income Fund (MXE) as of Q3 2024, up from 21 in Q2 2024.
- Funds reported $14.9M of Mexico Equity and Income Fund stock for Q3 2024, down 2.2% quarter-over-quarter.
- 3 funds opened new Mexico Equity and Income Fund positions in Q3 2024 and 1 closed out, a net change of +2 holders.
- The largest Mexico Equity and Income Fund buyer in Q3 2024 was City of London Investment Management, an estimated $749K added.
- The largest Mexico Equity and Income Fund seller in Q3 2024 was Atlas Wealth, an estimated $463K sold.
Based on aggregated 13F filings for Q3 2024.