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 2024
Institutional positions in Mexico Equity & Income Fund Inc as of Sep 30, 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
- +1 vs. Q2 2024
- Shares held
- 1.62M
- +37.5K (+2.4%) vs. Q2 2024
- Total value
- $14.9M
- −$338.8K (−2.2%) vs. Q2 2024
- New holders
- 2
- 5 more added
- Sold out
- 1
- 4 more reduced
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Mexico Equity & Income Fund Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $5 | 0.00% | +1 | Added |
| Huntington National Bank | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 100 | $917 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 883 | $8.10K | 0.00% | −978−52.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 1,150 | $10.5K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,213 | $11.1K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,878 | $26.4K | 0.00% | −17,742−86.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,754 | $34.4K | 0.00% | 00.0% | Unchanged |
| Winmill & Co. Inc | 6,000 | $55.0K | 0.02% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 11,312 | $103.7K | 0.01% | −1,471−11.5% | Reduced |
| Citadel Advisors LLC | 11,455 | $105.0K | 0.00% | +11,455 | New |
| Susquehanna International Group, LLP | 15,756 | $144.5K | 0.00% | +15,756 | New |
| Morgan Stanley | 23,660 | $217.0K | 0.00% | +10.0% | Added |
| US Bancorp | 25,233 | $231.4K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 25,497 | $233.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 61,723 | $566.0K | 0.11% | +3,100+5.3% | Added |
| Shaker Financial Services, LLC | 77,758 | $713.0K | 0.27% | −6,446−7.7% | Reduced |
| Bulldog Investors, LLP | 101,158 | $927.8K | 0.32% | 00.0% | Unchanged |
| Ionic Capital Management LLC | 102,336 | $938.4K | 0.57% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 118,600 | $1.09M | 0.02% | 00.0% | Unchanged |
| Matisse Capital | 237,827 | $2.18M | 1.06% | +1,827+0.8% | Added |
| City of London Investment Management Co Ltd | 354,997 | $3.26M | 0.28% | +80,142+29.2% | Added |
| CSS LLC | 439,243 | $4.03M | 0.23% | 00.0% | Unchanged |
| Atlas Wealth LLC | 0 | $0 | 0.00% | −48,141−100.0% | Sold out |