We are live on ! Find out more
MXE

Mexico Equity and Income Fund
MXE

20 hedge funds and large institutions have $27.3M invested in Mexico Equity and Income Fund in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

15% more capital invested

Capital invested by funds: $23.6M → $27.3M (+$3.63M)

11% more funds holding

Funds holding: 18 → 20 (+2)

4.81% more ownership

Funds ownership: 45.24% → 50.05% (+4.8%)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
+$2.39M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$327K
3
Morgan Stanley
Morgan Stanley
New York
+$54.9K
4
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
+$40.5K
5
Lazard Asset Management
Lazard Asset Management
New York
+$38.9K

Top Sellers

Rank Fund Capital Flow
1
CL
CSS LLC
Illinois
-$340K
2
SFS
Shaker Financial Services
Virginia
-$5.56K
3
UBS Group
UBS Group
Switzerland
-$4.66K
Name Holding Trade Value Shares
Change 		Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$14.1M +$2.39M +201,865 +21%
CL
2
CSS LLC
Illinois
$4.12M -$340K -28,697 -8%
MC
3
Matisse Capital
Oregon
$2.94M – – –
SCM
4
Saba Capital Management
New York
$1.47M – – –
BI
5
Bulldog Investors
New Jersey
$1.25M – – –
SFS
6
Shaker Financial Services
Virginia
$935K -$5.56K -469 -0.6%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$846K +$40.5K +3,420 +5%
Lazard Asset Management
8
Lazard Asset Management
New York
$368K +$38.9K +3,283 +12%
Morgan Stanley
9
Morgan Stanley
New York
$354K +$54.9K +4,633 +19%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$342K +$327K +27,586 New
US Bancorp
11
US Bancorp
Minnesota
$312K – – –
WC
12
Winmill & Co
New York
$74.3K – – –
S
13
SignatureFD
Georgia
$30.8K – – –
Osaic Holdings
14
Osaic Holdings
Arizona
$28.3K +$462 +39 +2%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$17.1K +$2.8K +236 +21%
EB
16
Eastern Bank
Massachusetts
$15.6K – – –
UBS Group
17
UBS Group
Switzerland
$13.9K -$4.66K -393 -26%
Bank of America
18
Bank of America
North Carolina
$1.24K – – –
Wells Fargo
19
Wells Fargo
California
$1.07K +$1.03K +87 New
HNB
20
Huntington National Bank
Ohio
$12 – – –

MXE Hedge Fund Activity: Q4 2025 in Review

20 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Mexico Equity and Income Fund (MXE) for Q4 2025, worth a combined $27.3M — up 15% from $23.6M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new MXE positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $2.39M. The largest seller was CSS LLC, cutting an estimated $340K.

  • 20 institutional investors held Mexico Equity and Income Fund (MXE) as of Q4 2025, up from 18 in Q3 2025.
  • Funds reported $27.3M of Mexico Equity and Income Fund stock for Q4 2025, up 15% quarter-over-quarter.
  • 2 funds opened new Mexico Equity and Income Fund positions in Q4 2025 and 0 closed out, a net change of +2 holders.
  • The largest Mexico Equity and Income Fund buyer in Q4 2025 was City of London Investment Management, an estimated $2.39M added.
  • The largest Mexico Equity and Income Fund seller in Q4 2025 was CSS LLC, an estimated $340K sold.

Based on aggregated 13F filings for Q4 2025.