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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.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $13.4M → $16.9M (+$3.46M)

6.02% more ownership

Funds ownership: 38.06%44.08% (+6%)

4% less funds holding

Funds holding: 2322 (-1)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.29%
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 Holding Trade Value Shares
Change
Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$5.44M +$1.2M +139,476 +29%
CL
2
CSS LLC
Illinois
$3.83M
MC
3
Matisse Capital
Oregon
$2.07M
RCM
4
Rivernorth Capital Management
Florida
$1.15M +$1.14M +132,187 New
SCM
5
Saba Capital Management
New York
$1.03M
BI
6
Bulldog Investors
New Jersey
$882K
SFS
7
Shaker Financial Services
Virginia
$663K -$57.9K -6,730 -8%
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$561K -$688 -80 -0.1%
WAM
9
Wolverine Asset Management
Illinois
$247K +$91.7K +10,668 +60%
Lazard Asset Management
10
Lazard Asset Management
New York
$230K
US Bancorp
11
US Bancorp
Minnesota
$220K
Morgan Stanley
12
Morgan Stanley
New York
$201K +$9 +1 +0%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$128K -$2.06K -240 -2%
AA
14
Ancora Advisors
Ohio
$104K
WC
15
Winmill & Co
New York
$52.3K
Osaic Holdings
16
Osaic Holdings
Arizona
$33K +$7.57K +880 +30%
CFFP
17
Center for Financial Planning
Michigan
$19.3K
UBS Group
18
UBS Group
Switzerland
$18.9K -$1.07K -124 -5%
EB
19
Eastern Bank
Massachusetts
$11K +$10.8K +1,261 New
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$9.69K -$120 -14 -1%
Bank of America
21
Bank of America
North Carolina
$872
HNB
22
Huntington National Bank
Ohio
$9
Wells Fargo
23
Wells Fargo
California
$4 -$9 -1 Closed
Citadel Advisors
24
Citadel Advisors
Florida
-$100K -12,465 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
-$8 -1 Closed

MXE Hedge Fund Activity: Q1 2025 in Review

22 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q1 2025, worth a combined $16.9M — up 26% from $13.4M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of MXE and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 4 added.

The largest buyer was City of London Investment Management, adding an estimated $1.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $100K sold.

  • 22 institutional investors held Mexico Equity and Income Fund (MXE) as of Q1 2025, down from 23 in Q4 2024.
  • Funds reported $16.9M of Mexico Equity and Income Fund stock for Q1 2025, up 26% quarter-over-quarter.
  • 2 funds opened new Mexico Equity and Income Fund positions in Q1 2025 and 3 closed out, a net change of -1 holder.
  • The largest Mexico Equity and Income Fund buyer in Q1 2025 was City of London Investment Management, an estimated $1.2M added.
  • The largest Mexico Equity and Income Fund seller in Q1 2025 was Citadel Advisors, an estimated $100K sold.

Based on aggregated 13F filings for Q1 2025.