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 2025
Institutional positions in Mexico Equity & Income Fund Inc as of Mar 31, 2025. 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 2024
- Shares held
- 1.94M
- +264.8K (+15.8%) vs. Q4 2024
- Total value
- $16.9M
- +$3.46M (+25.8%) vs. Q4 2024
- New holders
- 2
- 4 more added
- Sold out
- 2
- 6 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Mexico Equity & Income Fund Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| City of London Investment Management Co Ltd | 623,868 | $5.44M | 0.58% | +139,476+28.8% | Added |
| CSS LLC | 439,243 | $3.83M | 0.27% | 00.0% | Unchanged |
| Matisse Capital | 237,827 | $2.07M | 1.09% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 132,187 | $1.15M | 0.06% | +132,187 | New |
| Saba Capital Management, L.P. | 118,600 | $1.03M | 0.03% | 00.0% | Unchanged |
| Bulldog Investors, LLP | 101,158 | $882.1K | 0.24% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 75,982 | $662.6K | 0.26% | −6,730−8.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 64,391 | $561.5K | 0.11% | −80−0.1% | Reduced |
| Wolverine Asset Management LLC | 28,319 | $246.9K | 0.00% | +10,668+60.4% | Added |
| Lazard Asset Management LLC | 26,412 | $230.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 25,233 | $220.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 23,051 | $201.0K | 0.00% | +10.0% | Added |
| Susquehanna International Group, LLP | 14,663 | $127.9K | 0.00% | −240−1.6% | Reduced |
| Ancora Advisors, LLC | 11,920 | $103.9K | 0.00% | 00.0% | Unchanged |
| Winmill & Co. Inc | 6,000 | $52.3K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,783 | $33.0K | 0.00% | +880+30.3% | Added |
| Center for Financial Planning, Inc. | 2,213 | $19.3K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,168 | $18.9K | 0.00% | −124−5.4% | Reduced |
| Eastern Bank | 1,261 | $11.0K | 0.00% | +1,261 | New |
| Thomas J. Herzfeld Advisors, Inc. | 1,111 | $9.69K | 0.00% | −14−1.2% | Reduced |
| Bank of America Corp | 100 | $872 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 0 | $4 | 0.00% | −1−100.0% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,465−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |