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 2024
Institutional positions in Mexico Equity & Income Fund Inc as of Mar 31, 2024. 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
- 23
- 0 vs. Q4 2023
- Shares held
- 1.49M
- −21.4K (−1.4%) vs. Q4 2023
- Total value
- $17.3M
- +$273.0K (+1.6%) vs. Q4 2023
- New holders
- 1
- 5 more added
- Sold out
- 1
- 4 more reduced
Compare with Q4 2023: 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 2024
Shares, value and share of portfolio for each institution holding Mexico Equity & Income Fund Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CSS LLC | 439,243 | $5.08M | 0.41% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 274,855 | $3.18M | 0.26% | 00.0% | Unchanged |
| Matisse Capital | 183,212 | $2.12M | 1.02% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 118,600 | $1.37M | 0.03% | +8,445+7.7% | Added |
| Ionic Capital Management LLC | 102,336 | $1.18M | 0.72% | −18,551−15.3% | Reduced |
| Bulldog Investors, LLP | 101,158 | $1.17M | 0.39% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 84,204 | $973.4K | 0.38% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 58,623 | $677.7K | 0.15% | +1,102+1.9% | Added |
| Lazard Asset Management LLC | 25,497 | $294.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 25,233 | $291.7K | 0.00% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 24,219 | $280.0K | 0.06% | −5,043−17.2% | Reduced |
| Morgan Stanley | 24,047 | $278.0K | 0.00% | +14,589+154.3% | Added |
| Almitas Capital LLC | 13,526 | $156.4K | 0.06% | −18,562−57.8% | Reduced |
| Wolverine Asset Management LLC | 9,471 | $109.5K | 0.00% | +9,471 | New |
| Winmill & Co. Inc | 6,000 | $69.4K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,213 | $14.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,112 | $12.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 883 | $10.2K | 0.00% | −707−44.5% | Reduced |
| Advisor Group Holdings, Inc. | 634 | $7.33K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 624 | $7.22K | 0.00% | +16+2.6% | Added |
| Huntington National Bank | 103 | $1.19K | 0.00% | +102+10,200.0% | Added |
| Bank of America Corp | 100 | $1.16K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,257−100.0% | Sold out |