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, Q3 2021
Institutional positions in Mexico Equity & Income Fund Inc as of Sep 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
- 13
- −1 vs. Q2 2021
- Shares held
- 190.9K
- +34.7K (+22.2%) vs. Q2 2021
- Total value
- $2.06M
- +$177.0K (+9.4%) vs. Q2 2021
- New holders
- 1
- 4 more added
- Sold out
- 2
- 2 more reduced
Compare with Q2 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 20 | $29.9M |
| Q1 2026 | 20 | $29.0M |
| Q4 2025 | 20 | $27.3M |
| Q3 2025 | 19 | $23.6M |
| Q2 2025 | 24 | $20.8M |
| Q1 2025 | 23 | $16.9M |
| Q4 2024 | 23 | $13.4M |
| Q3 2024 | 23 | $14.9M |
| Q2 2024 | 22 | $15.2M |
| Q1 2024 | 23 | $17.3M |
| Q4 2023 | 23 | $17.0M |
| Q3 2023 | 24 | $13.6M |
| Q2 2023 | 22 | $14.3M |
| Q1 2023 | 20 | $14.2M |
| Q4 2022 | 22 | $12.2M |
| Q3 2022 | 22 | $10.7M |
| Q2 2022 | 22 | $11.6M |
| Q1 2022 | 19 | $12.4M |
| Q4 2021 | 20 | $12.2M |
| Q3 2021 | 13 | $2.06M |
| Q2 2021 | 14 | $1.88M |
| Q1 2021 | 11 | $720.0K |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Mexico Equity & Income Fund Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 93 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 608 | $7.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,400 | $15.0K | 0.00% | +1,400 | New |
| UBS Group AG | 2,359 | $25.0K | 0.00% | −1,630−40.9% | Reduced |
| Winmill & Co. Inc | 2,740 | $30.0K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 6,992 | $76.0K | 0.00% | +1,180+20.3% | Added |
| Lazard Asset Management LLC | 9,568 | $103.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,318 | $111.0K | 0.00% | −408−3.8% | Reduced |
| Wolverine Asset Management LLC | 22,246 | $239.0K | 0.00% | +12,065+118.5% | Added |
| CSS LLC | 34,137 | $368.0K | 0.02% | +5,529+19.3% | Added |
| City of London Investment Management Co Ltd | 100,432 | $1.08M | 0.06% | +21,519+27.3% | Added |
| Signaturefd, LLC | 0 | $0 | 0.00% | −4,838−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −144−100.0% | Sold out |