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Mexico Equity & Income Fund Inc

MXE
Exchange
NYSE
SEC CIK
0000863900

No open-market purchases or sales by Mexico Equity & Income Fund Inc insiders were filed in the last 90 days; 20 institutions reported holding it in 13F filings for Q2 2026, worth $29.9M in total; no superinvestor holds it.

13F holders, Q2 2021

Institutional positions in Mexico Equity & Income Fund Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
14
+3 vs. Q1 2021
Shares held
156.2K
+85.7K (+121.4%) vs. Q1 2021
Total value
$1.88M
+$1.16M (+161.4%) vs. Q1 2021
New holders
4
2 more added
Sold out
1
3 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MXE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 14 institutions
Q1 2021: 11 institutionsQ2 2021: 14 institutionsQ3 2021: 13 institutionsQ4 2021: 20 institutionsQ1 2022: 19 institutionsQ2 2022: 22 institutionsQ3 2022: 22 institutionsQ4 2022: 22 institutionsQ1 2023: 20 institutionsQ2 2023: 22 institutionsQ3 2023: 24 institutionsQ4 2023: 23 institutionsQ1 2024: 23 institutionsQ2 2024: 22 institutionsQ3 2024: 23 institutionsQ4 2024: 23 institutionsQ1 2025: 23 institutionsQ2 2025: 24 institutionsQ3 2025: 19 institutionsQ4 2025: 20 institutionsQ1 2026: 20 institutionsQ2 2026: 20 institutions
Value heldQ2 2021: $1.88M
Q1 2021: $720.0KQ2 2021: $1.88MQ3 2021: $2.06MQ4 2021: $12.2MQ1 2022: $12.4MQ2 2022: $11.6MQ3 2022: $10.7MQ4 2022: $12.2MQ1 2023: $14.2MQ2 2023: $14.3MQ3 2023: $13.6MQ4 2023: $17.0MQ1 2024: $17.3MQ2 2024: $15.2MQ3 2024: $14.9MQ4 2024: $13.4MQ1 2025: $16.9MQ2 2025: $20.8MQ3 2025: $23.6MQ4 2025: $27.3MQ1 2026: $29.0MQ2 2026: $29.9M
Institutions holding MXE and their total value by quarter
QuarterHoldersValue
Q2 202620$29.9M
Q1 202620$29.0M
Q4 202520$27.3M
Q3 202519$23.6M
Q2 202524$20.8M
Q1 202523$16.9M
Q4 202423$13.4M
Q3 202423$14.9M
Q2 202422$15.2M
Q1 202423$17.3M
Q4 202323$17.0M
Q3 202324$13.6M
Q2 202322$14.3M
Q1 202320$14.2M
Q4 202222$12.2M
Q3 202222$10.7M
Q2 202222$11.6M
Q1 202219$12.4M
Q4 202120$12.2M
Q3 202113$2.06M
Q2 202114$1.88M
Q1 202111$720.0K

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Mexico Equity & Income Fund Inc; share changes are against Q1 2021.

Institutions holding MXE in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
City of London Investment Management Co Ltd78,913$953.0K0.05%+78,913New
CSS LLC28,608$344.0K0.02%00.0%Unchanged
Susquehanna International Group, LLP10,726$129.0K0.00%−1,877−14.9%Reduced
Wolverine Asset Management LLC10,181$122.0K0.00%−610−5.7%Reduced
Lazard Asset Management LLC9,568$115.0K0.00%00.0%Unchanged
Morgan Stanley5,812$70.0K0.00%−246−4.1%Reduced
Signaturefd, LLC4,838$58.0K0.00%+4,838New
UBS Group AG3,989$48.0K0.00%+2,331+140.6%Added
Winmill & Co. Inc2,740$33.0K0.01%+2,360+621.1%Added
SRS Capital Advisors, Inc.608$7.00K0.00%+608New
Tower Research Capital LLC (TRC)144$2.00K0.00%+144New
Harbour Investments, Inc.93$1.00K0.00%00.0%Unchanged
Huntington National Bank1$00.00%00.0%Unchanged
Advisor Group Holdings, Inc.2$00.00%00.0%Unchanged
Geneos Wealth Management Inc.0$00.00%−801−100.0%Sold out