MEXICO EQUITY AND INCOME FD (MXE) Institutional Ownership Changes & 13F Activity
MEXICO EQUITY AND INCOME FD (MXE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Atlas Wealth Llc, Us Bancorp \De\, City Of London Investment Management Co Ltd, Wolverine Asset Management Llc, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Susquehanna International Group, Llp | Sell | -4,857 | -20.1% | 19,335 | $251.48K | Q2 2026 | Aug 14, 2026 |
| Lazard Asset Management Llc | Sell | -2,320 | -7.8% | 27,375 | $356.05K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,926 | +343.3% | 2,487 | $32.38K | Q2 2026 | Aug 14, 2026 |
| Css Llc/Il | Sell | -742 | -0.3% | 291,255 | $3.79M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -6,906 | -19.2% | 29,146 | $379.09K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +134 | +15.2% | 1,017 | $13.23K | Q2 2026 | Aug 13, 2026 |
| Wolverine Asset Management Llc | Buy | +10,539 | +2674.9% | 10,933 | $142.20K | Q2 2026 | Aug 10, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Buy | +533 | +93.5% | 1,103 | $14.35K | Q2 2026 | Aug 10, 2026 |
| Blue Bell Private Wealth Management, Llc | Buy | +47 | +0.1% | 70,918 | $922.39K | Q2 2026 | Aug 06, 2026 |
| City Of London Investment Management Co Ltd | Buy | +11,821 | +1.0% | 1,239,787 | $16.13M | Q2 2026 | Jul 31, 2026 |
| Atlas Wealth Llc | Buy | +74,565 | — | 74,565 | $969.82K | Q2 2026 | Jul 28, 2026 |
| Shaker Financial Services, Llc | Sell | -5,516 | -7.3% | 69,997 | $910.41K | Q2 2026 | Jul 15, 2026 |
| Us Bancorp \De\ | Sell | -25,233 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
Frequently asked questions about MXE activity
Which institutional owners are buying MXE?
Institutional owners buying MXE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MXE activity?
"Buy" means an investor increased their reported position in MXE compared to the prior reporting period. This reflects growing exposure to MEXICO EQUITY AND INCOME FD (MXE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MXE increasing?
Institutional interest in MXE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related MXE Institutional Insights
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- MXE Insider Trading & SEC Form 4 Activity
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