MXE

Mexico Equity and Income Fund
MXE

Overview Fund Activity

23 hedge funds and large institutions have $13.4M invested in Mexico Equity and Income Fund in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
23
Holders Change
–
Holders Change %
0%
% 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
8
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$3.89M
2
WAM
2
Wolverine Asset Management
Illinois
$142K
3
AA
3
Ancora Advisors
Ohio
$95.7K
4
SFS
4
Shaker Financial Services
Virginia
$664K
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$518K

Top Sellers

1
ICM
1
Ionic Capital Management
New York
$0
2
LCM
2
Landscape Capital Management
New Jersey
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$120K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$23.3K
5
Morgan Stanley
5
Morgan Stanley
New York
$185K
Name Market Value Shares Shares
Change 		Shares
Change %
COLIM
1
City of London Investment Management
United Kingdom
$3.89M 484,392 +129,395 +36%
CL
2
CSS LLC
Illinois
$3.53M 439,243 – –
MC
3
Matisse Capital
Oregon
$1.91M 237,827 – –
SCM
4
Saba Capital Management
New York
$952K 118,600 – –
BI
5
Bulldog Investors
New Jersey
$812K 101,158 – –
SFS
6
Shaker Financial Services
Virginia
$664K 82,712 +4,954 +6%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$518K 64,471 +2,748 +4%
Lazard Asset Management
8
Lazard Asset Management
New York
$212K 26,412 +915 +4%
US Bancorp
9
US Bancorp
Minnesota
$203K 25,233 – –
Morgan Stanley
10
Morgan Stanley
New York
$185K 23,050 -610 -3%
WAM
11
Wolverine Asset Management
Illinois
$142K 17,651 +14,773 +513%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$120K 14,903 -853 -5%
Citadel Advisors
13
Citadel Advisors
Florida
$100K 12,465 +1,010 +9%
AA
14
Ancora Advisors
Ohio
$95.7K 11,920 +11,920 New
WC
15
Winmill & Co
New York
$48.2K 6,000 – –
Osaic Holdings
16
Osaic Holdings
Arizona
$23.3K 2,903 -851 -23%
UBS Group
17
UBS Group
Switzerland
$18.4K 2,292 +1,409 +160%
CFFP
18
Center for Financial Planning
Michigan
$17.8K 2,213 +1,000 +82%
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$9.03K 1,125 -25 -2%
Bank of America
20
Bank of America
North Carolina
$803 100 – –
HNB
21
Huntington National Bank
Ohio
$8 1 – –
Fidelity Investments
22
Fidelity Investments
Massachusetts
$8 1 +1 New
Wells Fargo
23
Wells Fargo
California
$5 1 – –
ICM
24
Ionic Capital Management
New York
– – -102,336 Closed
LCM
25
Landscape Capital Management
New Jersey
– – -11,312 Closed
1
2