Who owns Mexico Equity & Income Fund Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MXE from SEC Form 13F filings across 20 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 20 institutions disclosed 2.3M shares of Mexico Equity & Income Fund Inc. worth $29.9M — about 52.2% of shares outstanding; the largest disclosed holder is CITY OF LONDON INVESTMENT MANAGEMENT CO LTD. Source: SEC Form 13F filings, parsed by EvidInvest.
20
13F holders
$29.9M
value, 2026 filers
52.2%
of shares outstanding (2.3M sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MXE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1.2M | $16.1M | 1.0% | 28.2% | +1.0% |
| 2 | CSS LLC/IL | 291,255 | $3.8M | 0.1% | 6.6% | -0.3% |
| 3 | Matisse Capital | 237,827 | $3.1M | 1.2% | 5.4% | 0.0% |
| 4 | Saba Capital Management, L.P. | 112,415 | $1.5M | 0.0% | 2.6% | 0.0% |
| 5 | Bulldog Investors, LLP | 101,158 | $1.3M | 0.3% | 2.3% | 0.0% |
| 6 | Atlas Wealth LLCNEW | 74,565 | $969,822 | 0.1% | 1.7% | new |
| 7 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 70,918 | $922,388 | 0.1% | 1.6% | +0.1% |
| 8 | Shaker Financial Services, LLC | 69,997 | $910,409 | 0.3% | 1.6% | -7.3% |
| 9 | MORGAN STANLEY | 29,146 | $379,087 | 0.0% | 0.7% | -19.2% |
| 10 | LAZARD ASSET MANAGEMENT LLC | 27,375 | $356,050 | 0.0% | 0.6% | -7.8% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,335 | $251,479 | 0.0% | 0.4% | -20.1% |
| 12 | WOLVERINE ASSET MANAGEMENT LLC | 10,933 | $142,199 | 0.0% | 0.2% | +2674.9% |
| 13 | WINMILL & CO. INC | 6,000 | $78,038 | 0.0% | 0.1% | 0.0% |
| 14 | SIGNATUREFD, LLC | 2,488 | $32,360 | 0.0% | 0.1% | 0.0% |
| 15 | OSAIC HOLDINGS, INC. | 2,487 | $32,381 | 0.0% | 0.1% | +343.3% |
| 16 | EASTERN BANK | 1,261 | $16,401 | 0.0% | 0% | 0.0% |
| 17 | Thomas J. Herzfeld Advisors, Inc. | 1,103 | $14,346 | 0.0% | 0% | +93.5% |
| 18 | UBS Group AG | 1,017 | $13,227 | 0.0% | 0% | +15.2% |
| 19 | HUNTINGTON NATIONAL BANK | 1 | $13 | 0.0% | 0% | 0.0% |
| 20 | WELLS FARGO & COMPANY/MN | 1 | $13 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.