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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Susquehanna International Group, LlpSell-4,857-20.1%19,335$251.48KQ2 2026Aug 14, 2026
Lazard Asset Management LlcSell-2,320-7.8%27,375$356.05KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,926+343.3%2,487$32.38KQ2 2026Aug 14, 2026
Css Llc/IlSell-742-0.3%291,255$3.79MQ2 2026Aug 14, 2026
Morgan StanleySell-6,906-19.2%29,146$379.09KQ2 2026Aug 13, 2026
Ubs Group AgBuy+134+15.2%1,017$13.23KQ2 2026Aug 13, 2026
Wolverine Asset Management LlcBuy+10,539+2674.9%10,933$142.20KQ2 2026Aug 10, 2026
Thomas J. Herzfeld Advisors, Inc.Buy+533+93.5%1,103$14.35KQ2 2026Aug 10, 2026
Blue Bell Private Wealth Management, LlcBuy+47+0.1%70,918$922.39KQ2 2026Aug 06, 2026
City Of London Investment Management Co LtdBuy+11,821+1.0%1,239,787$16.13MQ2 2026Jul 31, 2026
Atlas Wealth LlcBuy+74,565—74,565$969.82KQ2 2026Jul 28, 2026
Shaker Financial Services, LlcSell-5,516-7.3%69,997$910.41KQ2 2026Jul 15, 2026
Us Bancorp \De\Sell-25,233-100.0%0$0.00Q2 2026May 15, 2026
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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.