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Mexico Equity and Income Fund (MXE) Institutional Ownership

Mexico Equity and Income Fund logo
$13.63 +0.21 (+1.56%)
As of 02:35 PM Eastern
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Institutional Ownership Changes (13F Filings) for Mexico Equity and Income Fund (NYSE:MXE)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$3.58M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$266.74K
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MXE Institutional Buying and Selling by Quarter

Mexico Equity and Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2026 Saba Capital Management L.P.112,415$1.45M0.0%-5.2%2.555%
2/17/2026 Lazard Asset Management LLC29,695$368K0.0%+12.4%0.675%
2/9/2026 Blue Bell Private Wealth Management LLC68,376$846K0.1%+5.3%1.554%
11/17/2025 City of London Investment Management Co. Ltd.940,560$11.16M0.8%+13.6%21.376%
8/8/2025 City of London Investment Management Co. Ltd.828,023$8.67M0.8%+32.7%18.819%
8/4/2025 Wolverine Asset Management LLC10,495$110K0.0%-62.9%0.239%
7/16/2025 Signaturefd LLC2,488$26K0.0%N/A0.057%
5/12/2025Wolverine Asset Management LLC28,319$247K0.0%+60.4%0.644%
5/9/2025City of London Investment Management Co. Ltd.623,868$5.44M0.6%+28.8%14.179%
5/9/2025Shaker Financial Services LLC75,982$663K0.3%-8.1%1.727%
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%
7/30/2024Matisse 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%
2/8/2024Matisse 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%
1/24/2023Matisse Capital132,000$1.16M1.0%+16.7%7.374%
1/20/2023Matisse 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%
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11/8/2022Matisse 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%
7/28/2022Matisse 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%


MXE Institutional Ownership - Frequently Asked Questions

During the previous two years, 10 institutional investors and hedge funds held shares of Mexico Equity and Income Fund. The most heavily invested institutionals were City of London Investment Management Co. Ltd. ($11.16M), Matisse Capital ($2.27M), Saba Capital Management L.P. ($1.45M), Blue Bell Private Wealth Management LLC ($846K), Shaker Financial Services LLC ($663K), Lazard Asset Management LLC ($368K), and Wolverine Asset Management LLC ($110K).Learn more on Mexico Equity and Income Fund's institutional investors.

The following institutional investors have purchased Mexico Equity and Income Fund's stock in the last 24 months: City of London Investment Management Co. Ltd. ($456.17K), Matisse Capital ($52.79K), Wolverine Asset Management LLC ($36.59K), Ancora Advisors LLC ($11.92K), Blue Bell Private Wealth Management LLC ($6.17K), Shaker Financial Services LLC ($4.95K), and Lazard Asset Management LLC ($3.28K).

Institutional investors have bought a total of 325,883 shares in the last 24 months. This purchase volume represents approximately $3.58M in transactions.

The following institutional investors have sold Mexico Equity and Income Fund stock in the last 24 months: Wolverine Asset Management LLC ($17.82K), and Saba Capital Management L.P. ($6.19K).

Institutional investors have sold a total of 24,009 shares in the last 24 months. This volume of shares sold represents approximately $266.74K in transactions.


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This page (NYSE:MXE) was last updated on 5/26/2026 by MarketBeat.com Staff.
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