MEXICO EQUITY & INCOME FUND INC (MXE) — Institutional Holders, Q2 2026
20 institutional investment managers reported a MXE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $29.9M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MXE in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Atlas WealthNew · +74,565 sh+$969.8K
- CITY OF LONDON INVESTMENT MANAGEMENT LTDAdded · +11,821 sh+$153.7K
- WOLVERINE ASSET MANAGEMENTAdded · +10,539 sh+$137.1K
- OSAICAdded · +1,926 sh+$25.1K
- Thomas J. Herzfeld AdvisorsAdded · +533 sh+$6.9K
Biggest sellers
- US BANCORP \DE\Sold out · -25,233 sh-$328.2K
- MORGAN STANLEYTrimmed · -6,906 sh-$89.8K
- Shaker Financial ServicesTrimmed · -5,516 sh-$71.7K
- SUSQUEHANNA INTERNATIONAL GROUP, LLPTrimmed · -4,857 sh-$63.2K
- LAZARD ASSET MANAGEMENTTrimmed · -2,320 sh-$30.2K
MXE 13F holders ranked 1–20 of 20
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | CITY OF LONDON INVESTMENT MANAGEMENT LTD#1 · 1,239,787 sh | 1,239,787 | $16.1M | 0.97% | +1.0% |
| 2 | CSS#2 · 291,255 sh | 291,255 | $3.8M | 0.15% | -0.3% |
| 3 | Matisse Capital#3 · 237,827 sh | 237,827 | $3.1M | 1.24% | 0.0% |
| 4 | Saba Capital Management, L.P.#4 · 112,415 sh | 112,415 | $1.5M | 0.04% | 0.0% |
| 5 | Bulldog Investors, LLP#5 · 101,158 sh | 101,158 | $1.3M | 0.29% | 0.0% |
| 6 | Atlas Wealth#6 · 74,565 sh | 74,565 | $969.8K | 0.14% | New |
| 7 | BLUE BELL PRIVATE WEALTH MANAGEMENT#7 · 70,918 sh | 70,918 | $922.4K | 0.12% | +0.1% |
| 8 | Shaker Financial Services#8 · 69,997 sh | 69,997 | $910.4K | — | -7.3% |
| 9 | MORGAN STANLEY#9 · 29,146 sh | 29,146 | $379.1K | 0.00% | -19.2% |
| 10 | LAZARD ASSET MANAGEMENT#10 · 27,375 sh | 27,375 | $356.1K | <0.01% | -7.8% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#11 · 19,335 sh | 19,335 | $251.5K | 0.00% | -20.1% |
| 12 | WOLVERINE ASSET MANAGEMENT#12 · 10,933 sh | 10,933 | $142.2K | <0.01% | +2674.9% |
| 13 | WINMILL#13 · 6,000 sh | 6,000 | $78.0K | 0.02% | 0.0% |
| 14 | OSAIC#14 · 2,487 sh | 2,487 | $32.4K | 0.00% | +343.3% |
| 15 | SIGNATUREFD#15 · 2,488 sh | 2,488 | $32.4K | — | 0.0% |
| 16 | EASTERN BANK#16 · 1,261 sh | 1,261 | $16.4K | — | 0.0% |
| 17 | Thomas J. Herzfeld Advisors#17 · 1,103 sh | 1,103 | $14.3K | <0.01% | +93.5% |
| 18 | UBS Group AG#18 · 1,017 sh | 1,017 | $13.2K | 0.00% | +15.2% |
| 19 | HUNTINGTON NATIONAL BANK#19 · 1 sh | 1 | $13.00 | 0.00% | 0.0% |
| 20 | WELLS FARGO & COMPANY#20 · 1 sh | 1 | $13.00 | 0.00% | 0.0% |
Funds that sold out of MXE in Q2 2026 (1)
Held MXE at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| US BANCORP \DE\25,233 sh | 25,233 | $325.5K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.