MXE Institutional Ownership & Shareholders
MEXICO EQUITY AND INCOME FD (MXE) is currently held by 20 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $29.15M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
City Of London Investment Management Co Ltd is currently the largest disclosed institutional shareholder of MXE tracked by InsiderSet, reporting ownership valued at approximately $15.63M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.72M, representing an estimated gain of +0.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed MXE value among the investors covered in this analysis. Major shareholders include City Of London Investment Management Co Ltd, Css Llc/Il, Matisse Capital, and several other long-term asset managers with concentrated positions in MEXICO EQUITY AND INCOME FD (MXE).
This page ranks the largest institutional MXE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
20
Total Reported Value
$29.15M
Largest Holder
City Of London Investment Management Co Ltd
Largest Position
$15.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| City Of London Investment Management Co Ltd | 1.06% | 1,251,701 | $15,633,120 | $15,721,365 | +$88,245 | +0.56% | |
| Css Llc/Il | 0.17% | 291,255 | $3,788,179 | $3,658,163 | -$130,016 | -3.43% | |
| Matisse Capital | 1.16% | 237,827 | $2,970,340 | $2,987,107 | +$16,767 | +0.56% | |
| Saba Capital Management, L.P. | 0.04% | 112,415 | $1,462,114 | $1,411,932 | -$50,182 | -3.43% | |
| Bulldog Investors, Llp | 0.29% | 101,158 | $1,315,701 | $1,270,544 | -$45,157 | -3.43% | |
| Atlas Wealth Llc | 0.14% | 74,565 | $969,822 | $936,536 | -$33,286 | -3.43% | |
| Blue Bell Private Wealth Management, Llc | 0.11% | 74,312 | $928,120 | $933,359 | +$5,239 | +0.56% | |
| Shaker Financial Services, Llc | 0.29% | 70,498 | $880,485 | $885,455 | +$4,970 | +0.56% | |
| Morgan Stanley | 0.00% | 29,146 | $379,087 | $366,074 | -$13,013 | -3.43% | |
| Lazard Asset Management Llc | 0.00% | 27,375 | $356,050 | $343,830 | -$12,220 | -3.43% | |
| Susquehanna International Group, Llp | 0.00% | 19,335 | $251,479 | $242,848 | -$8,631 | -3.43% | |
| Winmill & Co. Inc | 0.02% | 6,000 | $78,038 | $75,360 | -$2,678 | -3.43% | |
| Osaic Holdings, Inc. | 0.00% | 2,487 | $32,381 | $31,237 | -$1,144 | -3.53% | |
| Signaturefd, Llc | 0.00% | 2,488 | $31,074 | $31,249 | +$175 | +0.56% | |
| Wolverine Asset Management Llc | 0.00% | 2,267 | $28,314 | $28,474 | +$160 | +0.56% | |
| Eastern Bank | 0.00% | 1,261 | $15,749 | $15,838 | +$89 | +0.57% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | 1,103 | $14,346 | $13,854 | -$492 | -3.43% | |
| Ubs Group Ag | 0.00% | 1,017 | $13,227 | $12,774 | -$453 | -3.43% | |
| Huntington National Bank | 0.00% | 1 | $13 | $13 | -$0 | -3.38% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $13 | $13 | -$0 | -3.38% |
Frequently asked questions about MXE
Who are the largest institutional holders of MXE?
The largest institutional holders of MXE reported in the latest SEC Form 13F filings include City Of London Investment Management Co Ltd, Css Llc/Il, Matisse Capital, Saba Capital Management, L.P., and Bulldog Investors, Llp. InsiderSet ranks institutional holders by their latest reported MXE position.
What is MXE institutional ownership?
This page tracks MXE positions reported by institutional investment managers through SEC Form 13F. MEXICO EQUITY AND INCOME FD (MXE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MXE?
InsiderSet currently tracks 20 institutional managers reporting MXE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MXE shareholders.
How much MXE stock do institutions own?
Institutional investment managers disclosed approximately $29.15M in MXE holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MXE institutional ownership last updated?
The latest MXE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MXE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MXE position after the reporting date.
Are institutions buying or selling MXE?
Institutional buying and selling can be analyzed by comparing MXE positions across consecutive 13F reporting periods. InsiderSet's MXE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MXE ownership changes.
How has MXE institutional ownership changed over time?
InsiderSet tracks MXE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.