Mexico Equity and Income Fund
18 hedge funds and large institutions have $23.6M invested in Mexico Equity and Income Fund in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
13% more capital invested
Capital invested by funds: $20.8M → $23.6M (+$2.81M)
0.05% more ownership
Funds ownership: 45.2% → 45.24% (+0.05%)
22% less funds holding
Funds holding: 23 → 18 (-5)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$1.25M |
| 2 |
Morgan Stanley
New York
|
+$41.7K |
| 3 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$6.26K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$233 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
CSS LLC
Chicago,
Illinois
|
-$864K |
| 2 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$125K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$121K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$110K |
| 5 |
CFFP
Center for Financial Planning
Southfied,
Michigan
|
-$23.2K |
MXE Hedge Fund Activity: Q3 2025 in Review
18 of the 7,641 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q3 2025, worth a combined $23.6M — up 13% from $20.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of MXE and 0 opened new positions — a net loss of 5 holders — while 2 trimmed existing stakes and 4 added.
The largest buyer was City of London Investment Management, adding an estimated $1.25M. The largest seller was CSS LLC, cutting an estimated $864K.
- 18 institutional investors held Mexico Equity and Income Fund (MXE) as of Q3 2025, down from 23 in Q2 2025.
- Funds reported $23.6M of Mexico Equity and Income Fund stock for Q3 2025, up 13% quarter-over-quarter.
- 0 funds opened new Mexico Equity and Income Fund positions in Q3 2025 and 5 closed out, a net change of -5 holders.
- The largest Mexico Equity and Income Fund buyer in Q3 2025 was City of London Investment Management, an estimated $1.25M added.
- The largest Mexico Equity and Income Fund seller in Q3 2025 was CSS LLC, an estimated $864K sold.
Based on aggregated 13F filings for Q3 2025.