MXE

Mexico Equity and Income Fund
MXE

Overview Fund Activity

22 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, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
–
Holders Change %
0%
% 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
2
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
City of London Investment Management
United Kingdom
+$2.14M
2
S
SignatureFD
Georgia
+$26K
3
SPIA
Steward Partners Investment Advisory
New York
+$2.37K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
+$126

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$1.15M
2
WAM
Wolverine Asset Management
Illinois
-$187K
3
Osaic Holdings
Osaic Holdings
Arizona
-$33K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$32.5K
5
Morgan Stanley
Morgan Stanley
New York
-$30K
Name Holding Trade Value Shares
Change 		Shares
Change %
COLIM
1
City of London Investment Management
United Kingdom
$8.67M +$2.14M +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 -$30K -2,867 -12%
AA
11
Ancora Advisors
Ohio
$125K – – –
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$121K -$32.5K -3,108 -21%
WAM
13
Wolverine Asset Management
Illinois
$110K -$187K -17,824 -63%
WC
14
Winmill & Co
New York
$62.8K – – –
S
15
SignatureFD
Georgia
$26K +$26K +2,488 New
CFFP
16
Center for Financial Planning
Michigan
$23.2K – – –
UBS Group
17
UBS Group
Switzerland
$20.9K -$1.76K -168 -8%
EB
18
Eastern Bank
Massachusetts
$13.2K – – –
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$11.8K +$126 +12 +1%
SPIA
20
Steward Partners Investment Advisory
New York
$2.37K +$2.37K +226 New
Bank of America
21
Bank of America
North Carolina
$1.05K – – –
HNB
22
Huntington National Bank
Ohio
$10 – – –
Wells Fargo
23
Wells Fargo
California
$3 -$4 – –
RCM
24
Rivernorth Capital Management
Florida
– -$1.15M -132,187 Closed
Osaic Holdings
25
Osaic Holdings
Arizona
– -$33K -3,783 Closed