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MXE

Mexico Equity and Income Fund

23 hedge funds and large institutions have $20.8M invested in Mexico Equity and Income Fund in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

23% more capital invested

Capital invested by funds: $16.9M → $20.8M (+$3.91M)

5% more funds holding

Funds holding: 2223 (+1)

1.12% more ownership

Funds ownership: 44.08%45.2% (+1.1%)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% 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
2
Reduced
5
Closed
1
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
$8.67M +$1.97M +204,155 +33%
CL
2
CSS LLC
Illinois
$4.6M
MC
3
Matisse Capital
Oregon
$2.49M
SCM
4
Saba Capital Management
New York
$1.24M
BI
5
Bulldog Investors
New Jersey
$1.06M
SFS
6
Shaker Financial Services
Virginia
$796K
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$674K
Lazard Asset Management
8
Lazard Asset Management
New York
$276K
US Bancorp
9
US Bancorp
Minnesota
$264K
Morgan Stanley
10
Morgan Stanley
New York
$211K -$27.6K -2,867 -12%
AA
11
Ancora Advisors
Ohio
$125K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$121K -$29.9K -3,108 -21%
WAM
13
Wolverine Asset Management
Illinois
$110K -$172K -17,824 -63%
WC
14
Winmill & Co
New York
$62.8K
S
15
SignatureFD
Georgia
$26K +$24K +2,488 New
Osaic Holdings
16
Osaic Holdings
Arizona
$23.5K -$14.8K -1,535 -41%
CFFP
17
Center for Financial Planning
Michigan
$23.2K
UBS Group
18
UBS Group
Switzerland
$20.9K -$1.62K -168 -8%
EB
19
Eastern Bank
Massachusetts
$13.2K
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$11.8K +$116 +12 +1%
SPIA
21
Steward Partners Investment Advisory
New York
$2.37K +$2.18K +226 New
Bank of America
22
Bank of America
North Carolina
$1.05K
HNB
23
Huntington National Bank
Ohio
$10
Wells Fargo
24
Wells Fargo
California
$3
RCM
25
Rivernorth Capital Management
Florida
-$1.15M -132,187 Closed

MXE Hedge Fund Activity: Q2 2025 in Review

23 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q2 2025, worth a combined $20.8M — up 23% from $16.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new MXE positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 5 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $1.97M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $1.15M sold.

  • 23 institutional investors held Mexico Equity and Income Fund (MXE) as of Q2 2025, up from 22 in Q1 2025.
  • Funds reported $20.8M of Mexico Equity and Income Fund stock for Q2 2025, up 23% quarter-over-quarter.
  • 2 funds opened new Mexico Equity and Income Fund positions in Q2 2025 and 1 closed out, a net change of +1 holder.
  • The largest Mexico Equity and Income Fund buyer in Q2 2025 was City of London Investment Management, an estimated $1.97M added.
  • The largest Mexico Equity and Income Fund seller in Q2 2025 was Rivernorth Capital Management, an estimated $1.15M sold.

Based on aggregated 13F filings for Q2 2025.