MXE

Mexico Equity and Income Fund

22 hedge funds and large institutions have $16.9M invested in Mexico Equity and Income Fund in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
COLIM
1
City of London Investment Management
United Kingdom
$5.44M 623,868 +139,476 +29%
CL
2
CSS LLC
Illinois
$3.83M 439,243
MC
3
Matisse Capital
Oregon
$2.07M 237,827
RCM
4
Rivernorth Capital Management
Florida
$1.15M 132,187 +132,187 New
SCM
5
Saba Capital Management
New York
$1.03M 118,600
BI
6
Bulldog Investors
New Jersey
$882K 101,158
SFS
7
Shaker Financial Services
Virginia
$663K 75,982 -6,730 -8%
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$561K 64,391 -80 -0.1%
WAM
9
Wolverine Asset Management
Illinois
$247K 28,319 +10,668 +60%
Lazard Asset Management
10
Lazard Asset Management
New York
$230K 26,412
US Bancorp
11
US Bancorp
Minnesota
$220K 25,233
Morgan Stanley
12
Morgan Stanley
New York
$201K 23,051 +1 +0%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$128K 14,663 -240 -2%
AA
14
Ancora Advisors
Ohio
$104K 11,920
WC
15
Winmill & Co
New York
$52.3K 6,000
Osaic Holdings
16
Osaic Holdings
Arizona
$33K 3,783 +880 +30%
CFFP
17
Center for Financial Planning
Michigan
$19.3K 2,213
UBS Group
18
UBS Group
Switzerland
$18.9K 2,168 -124 -5%
EB
19
Eastern Bank
Massachusetts
$11K 1,261 +1,261 New
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$9.69K 1,111 -14 -1%
Bank of America
21
Bank of America
North Carolina
$872 100
HNB
22
Huntington National Bank
Ohio
$9 1
Wells Fargo
23
Wells Fargo
California
-1 Closed
Citadel Advisors
24
Citadel Advisors
Florida
-12,465 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
-1 Closed