MEXICO EQUITY AND INCOME FD (MXE) Institutional Shareholders
MEXICO EQUITY AND INCOME FD (MXE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $30.15M in MXE holdings during the latest filing period.
City Of London Investment Management Co Ltd is currently the largest disclosed institutional shareholder of MXE tracked by InsiderSet, reporting ownership valued at approximately $16.13M in its June 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 $16.71M, representing an estimated gain of +3.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% 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
21
Total Reported Value
$30.15M
Largest Holder
City Of London Investment Management Co Ltd
Largest Position
$16.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 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 | 0.97% | 1,239,787 | $16,125,166 | $16,712,453 | +$587,287 | +3.64% | |
| Css Llc/Il | 0.21% | 291,997 | $3,766,761 | $3,936,149 | +$169,388 | +4.50% | |
| Matisse Capital | 1.31% | 237,827 | $3,067,968 | $3,205,932 | +$137,964 | +4.50% | |
| Saba Capital Management, L.P. | 0.05% | 112,415 | $1,450,154 | $1,515,365 | +$65,211 | +4.50% | |
| Bulldog Investors, Llp | 0.29% | 101,158 | $1,304,938 | $1,363,620 | +$58,682 | +4.50% | |
| Atlas Wealth Llc | 0.14% | 74,565 | $969,822 | $1,005,144 | +$35,322 | +3.64% | |
| Blue Bell Private Wealth Management, Llc | 0.13% | 70,871 | $914,236 | $955,348 | +$41,112 | +4.50% | |
| Shaker Financial Services, Llc | 0.29% | 69,997 | $910,409 | $943,567 | +$33,158 | +3.64% | |
| Morgan Stanley | 0.00% | 36,052 | $465,071 | $485,985 | +$20,914 | +4.50% | |
| Lazard Asset Management Llc | 0.00% | 29,695 | $383,066 | $400,292 | +$17,226 | +4.50% | |
| Us Bancorp \De\ | 0.00% | 25,233 | $325,506 | $340,143 | +$14,637 | +4.50% | |
| Susquehanna International Group, Llp | 0.00% | 24,192 | $312,077 | $326,111 | +$14,034 | +4.50% | |
| Winmill & Co. Inc | 0.02% | 6,000 | $77,400 | $80,881 | +$3,481 | +4.50% | |
| Signaturefd, Llc | 0.00% | 2,488 | $32,360 | $33,538 | +$1,178 | +3.64% | |
| Eastern Bank | 0.00% | 1,261 | $16,401 | $16,998 | +$597 | +3.64% | |
| Ubs Group Ag | 0.00% | 883 | $11,391 | $11,903 | +$512 | +4.49% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | 570 | $7,353 | $7,684 | +$331 | +4.50% | |
| Osaic Holdings, Inc. | 0.00% | 561 | $7,247 | $7,562 | +$315 | +4.35% | |
| Wolverine Asset Management Llc | 0.00% | 394 | $5,083 | $5,311 | +$228 | +4.49% | |
| Huntington National Bank | 0.00% | 1 | $13 | $13 | +$0 | +3.69% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $13 | $13 | +$0 | +3.69% |
Frequently asked questions about MXE
Who owns the most MXE stock?
The largest holders of MXE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for MEXICO EQUITY AND INCOME FD (MXE).
Is MXE widely held by superinvestors?
Many widely followed stocks like MXE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MXE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.