MXE Mexico Equity & Income Trust, Inc.
Mexico Equity & Income Trust, Inc. (MXE) Institutional Ownership
What the institutions did with MXE last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1.2M | 53.9% |
| CSS LLC/IL | 291.3K | 12.7% |
| Matisse Capital | 237.8K | 10.3% |
| Saba Capital Management, L.P. | 112.4K | 4.9% |
| Bulldog Investors, LLP | 101.2K | 4.4% |
| Atlas Wealth LLC | 74.6K | 3.2% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 70.9K | 3.1% |
| Shaker Financial Services, LLC | 70.0K | 3.0% |
| MORGAN STANLEY | 29.1K | 1.3% |
| LAZARD ASSET MANAGEMENT LLC | 27.4K | 1.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19.3K | 0.8% |
| WOLVERINE ASSET MANAGEMENT LLC | 10.9K | 0.5% |
| WINMILL & CO. INC | 6.0K | 0.3% |
| SIGNATUREFD, LLC | 2.5K | 0.1% |
| OSAIC HOLDINGS, INC. | 2.5K | 0.1% |
| EASTERN BANK | 1.3K | 0.1% |
| Thomas J. Herzfeld Advisors, Inc. | 1.1K | 0.0% |
| UBS Group AG | 1.0K | 0.0% |
| HUNTINGTON NATIONAL BANK | 1 | 0.0% |
| WELLS FARGO & COMPANY/MN | 1 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Atlas Wealth LLC | New | 0 | 74.6K | +74.6K |
| US BANCORP \DE\ | Sold Out | 25.2K | 0 | -25.2K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | Increased | 1.2M | 1.2M | +11.8K |
| WOLVERINE ASSET MANAGEMENT LLC | Increased | 394 | 10.9K | +10.5K |
| MORGAN STANLEY | Reduced | 36.1K | 29.1K | -6.9K |
| Shaker Financial Services, LLC | Reduced | 75.5K | 70.0K | -5.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 24.2K | 19.3K | -4.9K |
| LAZARD ASSET MANAGEMENT LLC | Reduced | 29.7K | 27.4K | -2.3K |
| OSAIC HOLDINGS, INC. | Increased | 561 | 2.5K | +1.9K |
| CSS LLC/IL | Reduced | 292.0K | 291.3K | -742 |
| Thomas J. Herzfeld Advisors, Inc. | Increased | 570 | 1.1K | +533 |
| UBS Group AG | Increased | 883 | 1.0K | +134 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Increased | 70.9K | 70.9K | +47 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.