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, Q1 2023
Institutional positions in Mexico Equity & Income Fund Inc as of Mar 31, 2023. 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
- 20
- −2 vs. Q4 2022
- Shares held
- 1.41M
- +20.4K (+1.5%) vs. Q4 2022
- Total value
- $14.2M
- +$1.98M (+16.2%) vs. Q4 2022
- New holders
- 1
- 9 more added
- Sold out
- 3
- 3 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Mexico Equity & Income Fund Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CSS LLC | 439,243 | $4.42M | 0.33% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 274,855 | $2.77M | 0.21% | +25,662+10.3% | Added |
| Matisse Capital | 132,000 | $1.33M | 0.86% | 00.0% | Unchanged |
| Ionic Capital Management LLC | 120,887 | $1.22M | 0.46% | +11,200+10.2% | Added |
| Bulldog Investors, LLP | 101,158 | $1.02M | 0.33% | −2,524−2.4% | Reduced |
| Shaker Financial Services, LLC | 88,775 | $894.0K | 0.39% | +10,233+13.0% | Added |
| Blue Bell Private Wealth Management, LLC | 57,411 | $578.1K | 0.17% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 44,608 | $449.2K | 0.01% | +6,626+17.4% | Added |
| Atlas Wealth LLC | 37,641 | $379.0K | 0.07% | +7,067+23.1% | Added |
| Logan Stone Capital, LLC | 34,005 | $342.4K | 0.14% | +2,600+8.3% | Added |
| Lazard Asset Management LLC | 26,784 | $269.0K | 0.00% | +588+2.2% | Added |
| Almitas Capital LLC | 25,553 | $257.3K | 0.12% | 00.0% | Unchanged |
| Morgan Stanley | 17,131 | $172.5K | 0.00% | +5,665+49.4% | Added |
| Winmill & Co. Inc | 6,000 | $60.4K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,213 | $12.2K | 0.00% | +1,213 | New |
| UBS Group AG | 961 | $9.68K | 0.00% | +78+8.8% | Added |
| SRS Capital Advisors, Inc. | 608 | $6.12K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4 | $40 | 0.00% | −599−99.3% | Reduced |
| Huntington National Bank | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 0 | $9 | 0.00% | −101−100.0% | Reduced |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −30,325−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −16,849−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −93−100.0% | Sold out |