MXE · Mexico Equity & Income Fund Inc · Holdings
Market Cap
$58.62M
Shares
4.40M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 20
Total Value: $29,905,882
Total Shares: 2,299,069
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 20 13F filers · Δ vs Mar 31, 2026Top Holder
53.9%
−0.8 pts
Top 5
86.2%
−1.6 pts
Top 10
98.1%
−0.3 pts
HHI
3,252
Highly concentrated−95
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
6
Decreased
5
Sold Out
1
Unchanged
8
Holder count:
0
Institutional value:
+3.3%
Shares held:
+2.4%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | +11,821 | 1,239,787 | |
| Mid WOLVERINE ASSET MANAGEMENT LLC | +10,539 | 10,933 | |
| Large OSAIC HOLDINGS, INC. | +1,926 | 2,487 | |
| Small Thomas J. Herzfeld Advisors, Inc. | +533 | 1,103 | |
| Mega UBS Group AG | +134 | 1,017 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega MORGAN STANLEY | −6,906 | 29,146 | |
| Small Shaker Financial Services, LLC | −5,516 | 69,997 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | −4,857 | 19,335 | |
| Large LAZARD ASSET MANAGEMENT LLC | −2,320 | 27,375 | |
| Small CSS LLC/IL | −742 | 291,255 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Atlas Wealth LLC | 74,565 | $969,822 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large US BANCORP \DE\ | 25,233 | $325,505 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $16,125,165 | 53.92% | 1,239,787 | Shares | 2026-07-31 | |
| Small CSS LLC/IL | $3,789,227 | 12.67% | 291,255 | Shares | 2026-08-14 | |
| Small Matisse Capital | $3,094,129 | 10.35% | 237,827 | Shares | 2026-08-12 | |
| Mid Saba Capital Management, L.P. | $1,462,519 | 4.89% | 112,415 | Shares | 2026-08-14 | |
| Small Bulldog Investors, LLP | $1,316,065 | 4.40% | 101,158 | Shares | 2026-08-14 | |
| Small Atlas Wealth LLC | $969,822 | 3.24% | 74,565 | Shares | 2026-07-28 | |
| Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $922,643 | 3.09% | 70,918 | Shares | 2026-08-06 | |
| Small Shaker Financial Services, LLC | $910,408 | 3.04% | 69,997 | Shares | 2026-07-15 | |
| Mega MORGAN STANLEY | $379,189 | 1.27% | 29,146 | Shares | 2026-08-13 | |
| Large LAZARD ASSET MANAGEMENT LLC | $356,148 | 1.19% | 27,375 | Shares | 2026-08-14 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $251,548 | 0.84% | 19,335 | Shares | 2026-08-14 | |
| Mid WOLVERINE ASSET MANAGEMENT LLC | $142,238 | 0.48% | 10,933 | Shares | 2026-08-10 | |
| Small WINMILL & CO. INC | $78,060 | 0.26% | 6,000 | Shares | 2026-08-13 | |
| Mid SIGNATUREFD, LLC | $32,359 | 0.11% | 2,488 | Shares | 2026-07-24 | |
| Large OSAIC HOLDINGS, INC. | $32,355 | 0.11% | 2,487 | Shares | 2026-08-14 | |
| Mid EASTERN BANK Bank | $16,401 | 0.05% | 1,261 | Shares | 2026-07-01 | |
| Small Thomas J. Herzfeld Advisors, Inc. | $14,350 | 0.05% | 1,103 | Shares | 2026-08-10 | |
| Mega UBS Group AG | $13,230 | 0.04% | 1,017 | Shares | 2026-08-13 | |
| Mega WELLS FARGO & COMPANY/MN | $13 | 0.00% | 1 | Shares | 2026-08-14 | |
| Large HUNTINGTON NATIONAL BANK Bank | $13 | 0.00% | 1 | Shares | 2026-08-13 |
Key facts
CIK
863900
CUSIP
592834105
13F (30d)
11 filings
11 filers
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