MXE institutional holders
MEXICO EQUITY & INCOME FD · 13F, 2026Q2
| Managers holding | 20 |
|---|---|
| Shares held | 2,299,069 |
| Reported value | $29.9m |
| Quarter flows | 1 new, 6 added, 5 trimmed, 1 exited |
Top 20 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1,239,787 | $16.1m | 1.0% |
| CSS LLC/IL | 291,255 | $3.8m | 0.1% |
| Matisse Capital | 237,827 | $3.1m | 1.2% |
| Saba Capital Management, L.P. | 112,415 | $1.5m | 0.0% |
| Bulldog Investors, LLP | 101,158 | $1.3m | 0.3% |
| Atlas Wealth LLC | 74,565 | $969,822 | 0.1% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 70,918 | $922,388 | 0.1% |
| Shaker Financial Services, LLC | 69,997 | $910,409 | 0.3% |
| MORGAN STANLEY | 29,146 | $379,087 | 0.0% |
| LAZARD ASSET MANAGEMENT LLC | 27,375 | $356,050 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,335 | $251,479 | 0.0% |
| WOLVERINE ASSET MANAGEMENT LLC | 10,933 | $142,199 | 0.0% |
| WINMILL & CO. INC | 6,000 | $78,038 | 0.0% |
| OSAIC HOLDINGS, INC. | 2,487 | $32,381 | 0.0% |
| SIGNATUREFD, LLC | 2,488 | $32,360 | 0.0% |
| EASTERN BANK | 1,261 | $16,401 | 0.0% |
| Thomas J. Herzfeld Advisors, Inc. | 1,103 | $14,346 | 0.0% |
| UBS Group AG | 1,017 | $13,227 | 0.0% |
| HUNTINGTON NATIONAL BANK | 1 | $13 | 0.0% |
| WELLS FARGO & COMPANY/MN | 1 | $13 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("MXE"). MXE price history · All 13F data