Mexico Equity and Income FDMXE
13F holders, Q1 2025 (March 31)22holders −1
2new positions
2sold out
$8.72avg. 13F price*
At the end of Q1 2025, 22 institutions reported holding Mexico Equity and Income FD (MXE) in their 13F filings, down 1 from Q4 2024. 2 opened new positions and 2 sold out. The largest holders were City of London Investment Management Co. Ltd. ($5.4M), CSS LLC ($3.8M) and Matisse Capital ($2.1M).
- Company
- Mexico Equity and Income FD
- CUSIP
- 592834105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.2M |
| Exits | 2 | $100K |
All 13F filers, Q4 2024 → Q1 2025: 284,473 shares bought and 19,655 shares sold, net +264,818 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| City of London Investment Management Co. Ltd. | 0.58% | Add +28.8% | 623,868 | $5.4M |
| CSS LLC | 0.77% | No change | 439,243 | $3.8M |
| Matisse Capital | 1.09% | No change | 237,827 | $2.1M |
| Rivernorth Capital Management, LLC | 0.06% | New | 132,187 | $1.2M |
| Saba Capital Management, L.P. | 0.03% | No change | 118,600 | $1.0M |
| Bulldog Investors, LLP | 0.24% | No change | 101,158 | $882K |
| Shaker Financial Services, LLC | 0.26% | Reduce -8.1% | 75,982 | $663K |
| Blue Bell Private Wealth Management, LLC | 0.11% | Reduce -0.1% | 64,391 | $561K |
| Wolverine Asset Management LLC | 0.02% | Add +60.4% | 28,319 | $247K |
| Lazard Asset Management LLC | 0.00% | No change | 26,412 | $230K |
| US Bancorp \de | 0.00% | No change | 25,233 | $220K |
| Morgan Stanley | 0.00% | Add +0.0% | 23,051 | $201K |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.6% | 14,663 | $128K |
| Ancora Advisors LLC | 0.00% | No change | 11,920 | $104K |
| Winmill & Co. Inc. | 0.02% | No change | 6,000 | $52K |
| Osaic Holdings, Inc. | 0.00% | Add +30.3% | 3,783 | $33K |
| Center for Financial Planning, Inc. | 0.00% | No change | 2,213 | $19K |
| UBS Group AG | 0.00% | Reduce -5.4% | 2,168 | $19K |
| Eastern Bank | 0.00% | New | 1,261 | $11K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Reduce -1.2% | 1,111 | $10K |
| Bank of America Corp. | 0.00% | No change | 100 | $872 |
| Huntington National Bank | 0.00% | No change | 1 | $9 |
"% 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.