Who Owns MXE?
The Mexico Equity and Income Fund, Inc. — Institutional Ownership & 13F Holdings
$13.08
+0.10 (+0.77%)
Market Cap
$61.5M
Shares Outstanding
4,400,209
Institutional Holders
23
Total Inst. Value
$16.3M
% of Float Held
—
QoQ Holder Change
+4
Institutional data as of Q1 2025
New Positions
3
Closed Positions
3
Increased
4
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $5.4M | 623,868 |
| 2 | CSS LLC/IL | $3.8M | 439,243 |
| 3 | Matisse CapitalNew | $2.1M | 237,827 |
| 4 | RIVERNORTH CAPITAL MANAGEMENT, LLCNew | $1.2M | 132,187 |
| 5 | Saba Capital Management, L.P. | $1.0M | 118,600 |
| 6 | Bulldog Investors, LLP | $882K | 101,158 |
| 7 | Shaker Financial Services, LLC | $663K | 75,982 |
| 8 | WOLVERINE ASSET MANAGEMENT LLC | $247K | 28,319 |
| 9 | LAZARD ASSET MANAGEMENT LLC | $230K | 26,412 |
| 10 | US BANCORP \DE\ | $220K | 25,233 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | +139K | $5.4M |
| Matisse CapitalNew | +238K | $2.1M |
| RIVERNORTH CAPITAL MANAGEMENT, LLCNew | +132K | $1.2M |
| WOLVERINE ASSET MANAGEMENT LLC | +11K | $247K |
| MORGAN STANLEY | +1 | $200K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Shaker Financial Services, LLC | -7K | $663K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -240 | $128K |
| UBS Group AG | -124 | $19K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | -80 | $561 |
| Thomas J. Herzfeld Advisors, Inc. | -14 | $10K |
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Frequently Asked Questions
How many institutional investors hold MXE?
As of Q1 2025, 23 institutional investors report holding MXE (The Mexico Equity and Income Fund, Inc.) in their 13F filings.
Which hedge fund owns the most MXE?
The largest institutional holder of MXE is CITY OF LONDON INVESTMENT MANAGEMENT CO LTD with $5.4M in shares.
Are institutions buying or selling MXE?
This quarter, 3 institutions opened new positions in MXE and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.