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 2022
Institutional positions in Mexico Equity & Income Fund Inc as of Sep 30, 2022. 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
- 22
- 0 vs. Q2 2022
- Shares held
- 1.42M
- −25.1K (−1.7%) vs. Q2 2022
- Total value
- $10.7M
- −$887.0K (−7.6%) vs. Q2 2022
- New holders
- 2
- 4 more added
- Sold out
- 2
- 4 more reduced
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Mexico Equity & Income Fund Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 93 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 603 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 608 | $5.00K | 0.00% | +608 | New |
| UBS Group AG | 883 | $7.00K | 0.00% | 00.0% | Unchanged |
| Winmill & Co. Inc | 6,000 | $45.0K | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 12,436 | $94.0K | 0.00% | −1,710−12.1% | Reduced |
| Yakira Capital Management, Inc. | 15,485 | $117.0K | 0.02% | 00.0% | Unchanged |
| Almitas Capital LLC | 25,553 | $193.0K | 0.14% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 26,196 | $197.0K | 0.00% | 00.0% | Unchanged |
| Clough Capital Partners L P | 27,100 | $205.0K | 0.03% | +27,100 | New |
| Logan Stone Capital, LLC | 31,705 | $239.0K | 0.16% | −8,285−20.7% | Reduced |
| Wolverine Asset Management LLC | 42,228 | $318.0K | 0.00% | +1,348+3.3% | Added |
| Boothbay Fund Management, LLC | 50,200 | $379.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 61,469 | $464.0K | 0.17% | +2,021+3.4% | Added |
| Ionic Capital Management LLC | 61,967 | $468.0K | 0.11% | +9,768+18.7% | Added |
| Shaker Financial Services, LLC | 74,842 | $565.0K | 0.28% | +58,317+352.9% | Added |
| Matisse Capital | 113,100 | $854.0K | 1.08% | −5,600−4.7% | Reduced |
| Bulldog Investors, LLP | 156,083 | $1.18M | 0.34% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 275,398 | $2.07M | 0.18% | −72,764−20.9% | Reduced |
| CSS LLC | 439,243 | $3.32M | 0.19% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −24,888−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,041−100.0% | Sold out |