The Mexico Equity and Income Fund

MXE • NYSE

The Mexico Equity and Income Fund is a publicly traded company on NYSE. As of Q3 2025, 18 institutional investors hold shares in this company, with total holdings valued at $23.6M. CITY OF LONDON INVESTMENT MANAGEMENT CO LTD is the largest holder with a position valued at $11.2M.

Websitemxefund.com

Overview

Overview of institutional ownership in MXE as of Q3 2025

All Institutions

Institutions: 18
Value Held: $23.6M
Shares Held: 2.0M
Avg Position: $1.3M
Median Position: $291.9K

Hedge Funds

Hedge Funds: 2
Value Held: $2.6M
Shares Held: 219.8K
Avg Position: $1.3M
Median Position: $1.3M

Biggest Investors

Institutions with the largest positions in MXE as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Long Only Manager	Thomas Wayne Griffith CEO	$11.2M 0.82% of portfolio	0.00% 940.6K shares	Q4 2022 Held for 2y 11m	$1.4B
C CSS LLC/IL Institution	-	$4.3M 0.74% of portfolio	0.00% 361.3K shares	Q4 2022 Held for 2y 11m	$577.9M
Deschutes Portfolio Strategy, LLC RIA/Wealth	Bryn Torkelson President	$2.8M 1.27% of portfolio	0.00% 237.8K shares	Q4 2022 Held for 2y 11m	$222.2M
S Saba Capital Management, L.P. Hedge Fund•Multi-Strategy	Boaz Ronald Weinstein Founder	$1.4M 0.05% of portfolio	0.00% 118.6K shares	Q2 2023 Held for 2y 5m	$3.0B
Bulldog Investors, LLC Hedge Fund•Activist	Phillip Franklin Goldstein Managing Partner	$1.2M 0.29% of portfolio	0.00% 101.2K shares	Q4 2022 Held for 2y 11m	$409.9M
Shaker Financial Services, LLC RIA/Wealth	Kathryn Shaker Baummer Partner	$901.9K 0.31% of portfolio	0.00% 76.0K shares	Q4 2022 Held for 2y 11m	$291.6M
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth	Jonathan Miller CEO	$771.0K 0.12% of portfolio	0.00% 65.0K shares	Q4 2024 Held for 11 months	$657.4M
LAZARD ASSET MANAGEMENT LLC Long Only Manager	Evan Lawrence Russo CEO	$313.5K 0.00% of portfolio	0.00% 26.4K shares	Q3 2025 Held for 2 months	$74.1B
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	Gunjan Kedia CEO	$299.5K 0.00% of portfolio	0.00% 25.2K shares	Q3 2023 Held for 2y 2m	$84.3B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$284.3K 0.00% of portfolio	0.00% 23.9K shares	Q4 2022 Held for 2y 11m	$1.65T

Net Capital Flow

Institutional buying and selling activity for MXE in Q3 2025

Traded: +$388.6K
Buyers: 5
Sellers: 7
Total Bought: +$1.7M
Total Sold: −$1.3M
Avg Position: $984.6K

Biggest Buyers

Institution	Net Bought	Current Position
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Long Only Manager	+$1.3M +112.5K shares	$11.2M 940.6K shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	+$313.5K +- shares	$313.5K 26.4K shares
MORGAN STANLEY RIA/Wealth	+$44.7K +3.8K shares	$284.3K 23.9K shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth	+$6.7K +565.0 shares	$771.0K 65.0K shares
Thomas J. Herzfeld Advisors, Inc. Long Only Manager	+$249.3 +21.0 shares	$13.6K 1.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
C CSS LLC/IL Institution	−$925.5K −78.0K shares	$4.3M 361.3K shares
Ancora Advisors, LLC RIA/Wealth	−$124.8K −11.9K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$121.0K −11.6K shares	Sold Off 0 shares
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$109.9K −10.5K shares	Sold Off 0 shares
Center for Financial Planning, Inc. RIA/Wealth	−$23.2K −2.2K shares	Sold Off 0 shares
UBS Group AG Institution	−$5.7K −481.0 shares	$18.0K 1.5K shares
Steward Partners Investment Advisory, LLC RIA/Wealth	−$2.4K −226.0 shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited MXE in Q3 2025

New Positions: 1
New Value: $313.5K
Exited Positions: 5
Exited Value: $381.2K

New Positions

Institution	Position Value
LAZARD ASSET MANAGEMENT LLC Long Only Manager	$313.5K 26.4K shares

Exited Positions

Institution	Previous Position
Ancora Advisors, LLC RIA/Wealth	$124.8K 11.9K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$121.0K 11.6K shares
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$109.9K 10.5K shares
Center for Financial Planning, Inc. RIA/Wealth	$23.2K 2.2K shares
Steward Partners Investment Advisory, LLC RIA/Wealth	$2.4K 226.0 shares

Options Activity

Institutions with the largest Call and Put options positions in MXE as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with MXE as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Deschutes Portfolio Strategy, LLC RIA/Wealth	Bryn Torkelson President	1.27% $2.8M	0.00% 237.8K shares	Q4 2022 Held for 2y 11m	$222.2M
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Long Only Manager	Thomas Wayne Griffith CEO	0.82% $11.2M	0.00% 940.6K shares	Q4 2022 Held for 2y 11m	$1.4B
C CSS LLC/IL Institution	-	0.74% $4.3M	0.00% 361.3K shares	Q4 2022 Held for 2y 11m	$577.9M
Shaker Financial Services, LLC RIA/Wealth	Kathryn Shaker Baummer Partner	0.31% $901.9K	0.00% 76.0K shares	Q4 2022 Held for 2y 11m	$291.6M
Bulldog Investors, LLC Hedge Fund•Activist	Phillip Franklin Goldstein Managing Partner	0.29% $1.2M	0.00% 101.2K shares	Q4 2022 Held for 2y 11m	$409.9M
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth	Jonathan Miller CEO	0.12% $771.0K	0.00% 65.0K shares	Q4 2024 Held for 11 months	$657.4M
S Saba Capital Management, L.P. Hedge Fund•Multi-Strategy	Boaz Ronald Weinstein Founder	0.05% $1.4M	0.00% 118.6K shares	Q2 2023 Held for 2y 5m	$3.0B
W WINMILL & CO. INC Institution	-	0.02% $71.2K	0.00% 6.0K shares	Q4 2022 Held for 2y 11m	$412.4M
Thomas J. Herzfeld Advisors, Inc. Long Only Manager	Thomas Jay Herzfeld Chairman	0.00% $13.6K	0.00% 1.1K shares	Q2 2023 Held for 2y 5m	$291.7M
SIGNATUREFD, LLC RIA/Wealth	Heather A Robertson Fortner CEO	0.00% $29.5K	0.00% 2.5K shares	Q2 2025 Held for 5 months	$6.3B

Hedge Fund Spotlight

Discover hedge funds investing in MXE

Saba Capital Management, L.P.

Hedge Fund • Multi-Strategy

Portfolio ManagerBoaz Ronald Weinstein

Portfolio Value: $3.0B
Positions: 244
Last Reported: Q3 2025

Sector Allocation

Position in The Mexico Equity and Income Fund

Market Value: $1.4M
Shares Held: 118.6K
Portfolio Weight: 0.05%
Owned Since: 2023-Q2

Top Holding	Sector	Market Value	Weight
1 ECAT BlackRock ESG Capital Allocation Term Trust ECAT	Unknown Unknown	$455.9M	15.37%
2 ASA Gold and Precious Metals ASA	Unknown Unknown	$213.3M	7.19%
3 PIMCO Dynamic Income Strategy Fund PDX	Unknown Unknown	$186.7M	6.30%

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