MEXICO EQUITY & INCOME FUND INC - Common (MXE)
CUSIP: 592834105
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Common
- Shares outstanding
- 4,399,193
- Total 13F shares
- 1,988,682
- Share change
- +49,192
- Total reported value
- $20,820,974
- Price per share
- $10.47
- Number of holders
- 23
- Value change
- +$746,364
- Number of buys
- 4
- Number of sells
- 6
Quarterly Holders Quick Answers
What is CUSIP 592834105?
CUSIP 592834105 identifies MXE - MEXICO EQUITY & INCOME FUND INC - Common in SEC institutional holdings data.
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Recent filing periods for CUSIP 592834105:
Top shareholders of MXE - MEXICO EQUITY & INCOME FUND INC - Common (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD |
13F
|
Company |
14%
|
623,868
|
$5,440,129 | — | 31 Mar 2025 | |
| CSS LLC/IL |
13F
|
Company |
10%
|
439,243
|
$3,830,199 | — | 31 Mar 2025 | |
| Matisse Capital |
13D/G
13F
|
Company |
5.4%
|
237,827
|
$2,233,196 | $0 | 30 Sep 2024 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
|
Company |
3%
|
132,187
|
$1,152,671 | — | 31 Mar 2025 | |
| Saba Capital Management, L.P. |
13F
|
Company |
2.7%
|
118,600
|
$1,034,192 | — | 31 Mar 2025 | |
| Bulldog Investors, LLP |
13F
|
Company |
2.3%
|
101,158
|
$882,098 | — | 31 Mar 2025 | |
| Shaker Financial Services, LLC |
13F
|
Company |
1.7%
|
75,982
|
$662,564 | — | 31 Mar 2025 | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
13F
|
Company |
1.5%
|
64,391
|
$561,490 | — | 31 Mar 2025 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.64%
|
28,319
|
$246,941 | — | 31 Mar 2025 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
0.6%
|
26,412
|
$230,000 | — | 31 Mar 2025 | |
| US BANCORP \DE\ |
13F
|
Company |
0.57%
|
25,233
|
$220,032 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.52%
|
23,051
|
$201,010 | — | 31 Mar 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.33%
|
14,663
|
$127,861 | — | 31 Mar 2025 | |
| Ancora Advisors LLC |
13F
|
Company |
0.27%
|
11,920
|
$103,942 | — | 31 Mar 2025 | |
| Richard Leo Abraham |
3/4/5
|
Former Director |
—
class O/S missing
|
12,598
|
$95,367 | — | 12 Dec 2024 | |
| Phillip Goldstein |
3/4/5
|
Director |
—
class O/S missing
|
10,002
|
$75,715 | — | 15 Oct 2021 | |
| WINMILL & CO. INC |
13F
|
Company |
0.14%
|
6,000
|
$52,320 | — | 31 Mar 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.09%
|
3,783
|
$32,995 | — | 31 Mar 2025 | |
| Center for Financial Planning, Inc. |
13F
|
Company |
0.05%
|
2,213
|
$19,298 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.05%
|
2,168
|
$18,905 | — | 31 Mar 2025 | |
| Rajeev P. Das |
3/4/5
|
Director |
—
class O/S missing
|
2,006
|
$15,185 | — | 15 Oct 2021 | |
| EASTERN BANK |
13F
|
Company |
0.03%
|
1,261
|
$10,996 | — | 31 Mar 2025 | |
| Thomas J. Herzfeld Advisors, Inc. |
13F
|
Company |
0.03%
|
1,111
|
$9,688 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0%
|
100
|
$872 | — | 31 Mar 2025 | |
| HUNTINGTON NATIONAL BANK |
13F
|
Company |
0%
|
1
|
$9 | — | 31 Mar 2025 |
Institutional Holders of MEXICO EQUITY & INCOME FUND INC - Common (MXE) as of Q2 2025
As of 30 Jun 2025,
MEXICO EQUITY & INCOME FUND INC - Common (MXE) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,988,682 shares.
The largest 10 holders included
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD, CSS LLC/IL, Matisse Capital, Saba Capital Management, L.P., Bulldog Investors, LLP, Shaker Financial Services, LLC, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC, LAZARD ASSET MANAGEMENT LLC, US BANCORP \DE\, and MORGAN STANLEY.
This page lists
23
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
22
Q2 2025 holders
23
Holder diff
1
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.