Mexico Equity and Income FDMXE
13F holders, Q3 2024 (September 30)23holders +2
2new positions
1sold out
1famous investor
$9.17avg. 13F price*
At the end of Q3 2024, 23 institutions reported holding Mexico Equity and Income FD (MXE) in their 13F filings, up 2 from Q2 2024. 2 opened new positions and 1 sold out. The largest holders were CSS LLC ($4.0M), City of London Investment Management Co. Ltd. ($3.3M) and Matisse Capital ($2.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Mexico Equity and Income FD
- CUSIP
- 592834105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $250K |
| Exits | 1 | $463K |
All 13F filers, Q2 2024 → Q3 2024: 112,282 shares bought and 74,778 shares sold, net +37,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| CSS LLC | 0.73% | No change | 439,243 | $4.0M |
| City of London Investment Management Co. Ltd. | 0.28% | Add +29.2% | 354,997 | $3.3M |
| Matisse Capital | 1.06% | Add +0.8% | 237,827 | $2.2M |
| Saba Capital Management, L.P. | 0.02% | No change | 118,600 | $1.1M |
| Ionic Capital Management LLC | 0.84% | No change | 102,336 | $938K |
| Bulldog Investors, LLP | 0.31% | No change | 101,158 | $928K |
| Shaker Financial Services, LLC | 0.27% | Reduce -7.7% | 77,758 | $713K |
| Blue Bell Private Wealth Management, LLC | 0.11% | Add +5.3% | 61,723 | $566K |
| Lazard Asset Management LLC | 0.00% | No change | 25,497 | $233K |
| US Bancorp \de | 0.00% | No change | 25,233 | $231K |
| Morgan Stanley | 0.00% | Add +0.0% | 23,660 | $217K |
| Susquehanna International Group, LLP | 0.00% | New | 15,756 | $144K |
| Citadel Advisors | 0.00% | New | 11,455 | $105K |
| Landscape Capital Management, L.L.C. | 0.01% | Reduce -11.5% | 11,312 | $104K |
| Winmill & Co. Inc. | 0.02% | No change | 6,000 | $55K |
| Osaic Holdings, Inc. | 0.00% | No change | 3,754 | $34K |
| Wolverine Asset Management LLC | 0.00% | Reduce -86.0% | 2,878 | $26K |
| Center for Financial Planning, Inc. | 0.00% | No change | 1,213 | $11K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | No change | 1,150 | $11K |
| UBS Group AG | 0.00% | Reduce -52.5% | 883 | $8K |
| Bank of America Corp. | 0.00% | No change | 100 | $917 |
| Huntington National Bank | 0.00% | No change | 1 | $9 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $5 |
"% of holder's portfolio" is MXE's weight in each manager's 13F, not the share of Mexico Equity and Income FD the manager owns.