MXE

Mexico Equity and Income Fund
MXE

Overview Fund Activity

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.

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$3.26M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$144K
3
Citadel Advisors
3
Citadel Advisors
Florida
$105K
4
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$566K
5
MC
5
Matisse Capital
Oregon
$2.18M

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$0
2
WAM
2
Wolverine Asset Management
Illinois
$26.4K
3
SFS
3
Shaker Financial Services
Virginia
$713K
4
LCM
4
Landscape Capital Management
New Jersey
$104K
5
UBS Group
5
UBS Group
Switzerland
$8.1K
Name Market Value Shares Shares
Change 		Shares
Change %
CL
1
CSS LLC
Illinois
$4.03M 439,243 – –
COLIM
2
City of London Investment Management
United Kingdom
$3.26M 354,997 +80,142 +29%
MC
3
Matisse Capital
Oregon
$2.18M 237,827 +1,827 +0.8%
SCM
4
Saba Capital Management
New York
$1.09M 118,600 – –
ICM
5
Ionic Capital Management
New York
$938K 102,336 – –
BI
6
Bulldog Investors
New Jersey
$928K 101,158 – –
SFS
7
Shaker Financial Services
Virginia
$713K 77,758 -6,446 -8%
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$566K 61,723 +3,100 +5%
Lazard Asset Management
9
Lazard Asset Management
New York
$233K 25,497 – –
US Bancorp
10
US Bancorp
Minnesota
$231K 25,233 – –
Morgan Stanley
11
Morgan Stanley
New York
$217K 23,660 +1 +0%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$144K 15,756 +15,756 New
Citadel Advisors
13
Citadel Advisors
Florida
$105K 11,455 +11,455 New
LCM
14
Landscape Capital Management
New Jersey
$104K 11,312 -1,471 -12%
WC
15
Winmill & Co
New York
$55K 6,000 – –
Osaic Holdings
16
Osaic Holdings
Arizona
$34.4K 3,754 – –
WAM
17
Wolverine Asset Management
Illinois
$26.4K 2,878 -17,742 -86%
CFFP
18
Center for Financial Planning
Michigan
$11.1K 1,213 – –
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$10.5K 1,150 – –
UBS Group
20
UBS Group
Switzerland
$8.1K 883 -978 -53%
Bank of America
21
Bank of America
North Carolina
$917 100 – –
HNB
22
Huntington National Bank
Ohio
$9 1 – –
Wells Fargo
23
Wells Fargo
California
$5 1 +1 New
AW
24
Atlas Wealth
Ohio
– – -48,141 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –