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Mexico Equity & Income Fund (MXE) Institutional Ownership

Mexico Equity & Income Fund logo
$9.50 +0.12 (+1.27%)
As of 10:25 AM Eastern
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Institutional Ownership Changes (13F Filings) for Mexico Equity & Income Fund (NYSE:MXE)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$889.99K
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$449.74K
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MXE Institutional Buying and Selling by Quarter

Mexico Equity & Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025Ancora Advisors LLC11,920$96K0.0%N/A0.271%
2/14/2025Shaker Financial Services LLC82,712$664K0.3%+6.4%1.880%
2/7/2025Blue Bell Private Wealth Management LLC64,471$518K0.1%+4.5%1.465%
2/3/2025Wolverine Asset Management LLC17,651$142K0.0%+513.3%0.401%
11/9/2024Landscape Capital Management L.L.C.11,312$104K0.0%-11.5%0.257%
11/4/2024Wolverine Asset Management LLC2,878$26K0.0%-86.0%0.065%
10/31/2024Shaker Financial Services LLC77,758$713K0.3%-7.7%1.767%
8/2/2024Wolverine Asset Management LLC20,620$198K0.0%+117.7%0.000%
7/30/2024 Matisse Capital236,000$2.27M1.1%+28.8%0.000%
5/16/2024Ionic Capital Management LLC102,336$1.18M0.4%-15.3%0.000%
4/24/2024Blue Bell Private Wealth Management LLC58,623$678K0.1%+1.9%0.000%
2/8/2024 Matisse Capital183,212$2.05M1.1%+38.8%0.000%
2/7/2024Shaker Financial Services LLC84,204$968K0.4%-5.1%0.000%
8/7/2023Wolverine Asset Management LLC43,102$433K0.0%-3.4%0.000%
5/9/2023Atlas Wealth LLC37,641$379K0.1%+23.1%0.000%
5/8/2023Shaker Financial Services LLC88,775$894K0.4%+13.0%0.000%
5/8/2023Wolverine Asset Management LLC44,608$449K0.0%+17.4%0.000%
2/14/2023Atlas Wealth LLC30,574$268K0.1%N/A0.000%
2/10/2023City of London Investment Management Co. Ltd.249,193$2.21M0.2%-9.5%13.921%
2/3/2023Blue Bell Private Wealth Management LLC57,411$504K0.2%-6.6%0.000%
2/3/2023Shaker Financial Services LLC78,542$690K0.3%+4.9%0.000%
2/1/2023Wolverine Asset Management LLC37,982$333K0.0%-10.1%0.000%
1/24/2023 Matisse Capital132,000$1.16M1.0%+16.7%7.374%
1/20/2023 Matisse Capital132,000$1.16M1.2%+16.7%7.374%
11/15/2022Logan Stone Capital LLC31,705$239K0.2%-20.7%0.000%
11/15/2022Clough Capital Partners L P27,100$205K0.0%N/A0.000%
11/10/2022City of London Investment Management Co. Ltd.275,398$2.07M0.2%-20.9%15.385%
11/10/2022Wolverine Asset Management LLC42,228$318K0.0%+3.3%0.000%
11/9/2022Shaker Financial Services LLC74,842$565K0.3%+352.9%0.000%
11/9/2022Blue Bell Private Wealth Management LLC61,469$464K0.2%+3.4%0.000%
11/8/2022 Matisse Capital113,100$854K1.1%-4.7%6.318%
8/15/2022Bulldog Investors LLP156,083$1.25M0.3%-37.0%8.739%
8/2/2022Blue Bell Private Wealth Management LLC59,448$477K0.2%+9.2%3.321%
8/1/2022Shaker Financial Services LLC16,525$133K0.1%N/A0.925%
7/28/2022 Matisse Capital118,700$953K0.9%+394.5%6.646%
5/12/2022Yakira Capital Management Inc.15,485$141K0.0%-20.1%0.867%
4/21/2022Blue Bell Private Wealth Management LLC54,454$497K0.1%-8.2%3.049%
2/24/2022Logan Stone Capital LLC46,161$412K0.4%N/A2.585%
2/14/2022CSS LLC IL439,243$3.92M0.1%+1,186.7%24.594%
2/14/2022Bulldog Investors LLP277,584$2.48M0.7%N/A15.542%
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2/9/2022Wolverine Asset Management LLC41,787$372K0.0%+87.8%2.340%
2/9/2022Lazard Asset Management LLC19,136$170K0.0%+100.0%1.071%
2/9/2022Yakira Capital Management Inc.19,388$173K0.0%N/A1.086%
2/4/2022 Matisse Capital23,772$212K0.1%N/A1.331%
2/1/2022Landscape Capital Management L.L.C.15,901$142K0.0%N/A0.890%
1/26/2022Blue Bell Private Wealth Management LLC59,336$529K0.1%+4,138.3%3.322%
11/15/2021CSS LLC IL34,137$368K0.0%+19.3%1.911%
11/12/2021Wolverine Asset Management LLC22,246$239K0.0%+118.5%1.246%
8/13/2021City of London Investment Management Co. Ltd.78,913$953K0.0%N/A4.418%
8/13/2021Winmill & CO. Inc.2,740$33K0.0%+621.1%0.153%
8/11/2021Susquehanna International Group LLP10,726$129K0.0%-14.9%0.601%
5/17/2021CSS LLC IL28,608$292K0.0%+3.8%1.602%
5/14/2021Lazard Asset Management LLC9,568$97K0.0%+59.8%0.536%
5/13/2021Wolverine Asset Management LLC10,791$110K0.0%-8.4%0.604%
(Data available from 1/1/2016 forward)

MXE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MXE shares?

During the previous two years, the following institutional investors and hedge funds held shares of Mexico Equity & Income Fund shares: Matisse Capital ($2.27M), Ionic Capital Management LLC ($1.18M), Shaker Financial Services LLC ($664K), Blue Bell Private Wealth Management LLC ($518K), Atlas Wealth LLC ($379K), Wolverine Asset Management LLC ($142K), and Landscape Capital Management L.L.C. ($104K).Learn more on MXE's institutional investors.

Which institutional investors have been buying Mexico Equity & Income Fund stock?

The following institutional investors have purchased Mexico Equity & Income Fund stock in the last 24 months: Matisse Capital ($104K), Wolverine Asset Management LLC ($32.55K), Shaker Financial Services LLC ($15.19K), Ancora Advisors LLC ($11.92K), Atlas Wealth LLC ($7.07K), and Blue Bell Private Wealth Management LLC ($3.85K).

How much institutional buying is happening at Mexico Equity & Income Fund?

Institutional investors have bought a total of 174,572 shares in the last 24 months. This purchase volume represents approximately $1.72M in transactions.

Which Mexico Equity & Income Fund major shareholders have been selling company stock?

The following institutional investors have sold Mexico Equity & Income Fund stock in the last 24 months: Wolverine Asset Management LLC ($19.25K), Ionic Capital Management LLC ($18.55K), Shaker Financial Services LLC ($11.02K), and Landscape Capital Management L.L.C. ($1.47K).

How much institutional selling is happening at Mexico Equity & Income Fund?

Institutional investors have sold a total of 50,287 shares in the last 24 months. This volume of shares sold represents approximately $516.06K in transactions.


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This page (NYSE:MXE) was last updated on 5/2/2025 by MarketBeat.com Staff
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