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, Q4 2022
Institutional positions in Mexico Equity & Income Fund Inc as of Dec 31, 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. Q3 2022
- Shares held
- 1.39M
- −32.8K (−2.3%) vs. Q3 2022
- Total value
- $12.2M
- +$1.49M (+13.9%) vs. Q3 2022
- New holders
- 2
- 5 more added
- Sold out
- 2
- 6 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Mexico Equity & Income Fund Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 93 | $817 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 101 | $887 | 0.00% | +100+10,000.0% | Added |
| Advisor Group Holdings, Inc. | 603 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 608 | $5.34K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 883 | $7.75K | 0.00% | 00.0% | Unchanged |
| Winmill & Co. Inc | 6,000 | $52.7K | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 11,466 | $100.7K | 0.00% | −970−7.8% | Reduced |
| Susquehanna International Group, LLP | 16,849 | $147.9K | 0.00% | +16,849 | New |
| Almitas Capital LLC | 25,553 | $224.4K | 0.10% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 26,196 | $230.0K | 0.00% | 00.0% | Unchanged |
| Clough Capital Partners L P | 30,325 | $266.3K | 0.03% | +3,225+11.9% | Added |
| Atlas Wealth LLC | 30,574 | $268.4K | 0.07% | +30,574 | New |
| Logan Stone Capital, LLC | 31,405 | $275.7K | 0.10% | −300−0.9% | Reduced |
| Wolverine Asset Management LLC | 37,982 | $333.5K | 0.01% | −4,246−10.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 57,411 | $504.1K | 0.17% | −4,058−6.6% | Reduced |
| Shaker Financial Services, LLC | 78,542 | $689.6K | 0.32% | +3,700+4.9% | Added |
| Bulldog Investors, LLP | 103,682 | $910.3K | 0.27% | −52,401−33.6% | Reduced |
| Ionic Capital Management LLC | 109,687 | $963.1K | 0.29% | +47,720+77.0% | Added |
| Matisse Capital | 132,000 | $1.16M | 1.03% | +18,900+16.7% | Added |
| City of London Investment Management Co Ltd | 249,193 | $2.21M | 0.18% | −26,205−9.5% | Reduced |
| CSS LLC | 439,243 | $3.86M | 0.25% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −50,200−100.0% | Sold out |
| Yakira Capital Management, Inc. | 0 | $0 | 0.00% | −15,485−100.0% | Sold out |