Mexico Equity & Income Fd (MXE) Hedge Fund Ownership (Q2 2026)

Mexico Equity & Income Fd (MXE)

20 + Investors. Track Smart Money conviction in MXE. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — MXE

Based on 20 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

📊

High ownership — 83% of 3.0Y peak

83% of all-time peak

20 funds currently hold this stock — 83% of the 3.0-year high of 24 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 13% fewer funds vs a year ago

fund count last 6Q

3 fewer hedge funds hold MXE compared to a year ago (-13% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🔴

Heavy selling pressure — only 33% buying

4 buying8 selling

Last quarter: 8 funds sold vs only 4 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 2 → 1 → 1 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

90% of holders stayed for 2+ years

■ 90% conviction (2yr+) ■ 10% medium ■ 0% new

18 out of 20 hedge funds have held MXE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📊

Peak discovery — momentum slowing

2 → 2 → 1 → 1 → 1 new funds/Q

New funds entering each quarter: 2 → 1 → 1 → 1. MXE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 95% veterans vs 5% newcomers

■ 95% veterans ■ 0% 1-2yr ■ 5% new

Entry-cohort mix of 20 holders: 19 (95%) are 2+ year veterans, 0 entered 1–2 years ago, and 1 (5%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds

4 of 20 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.0

out of 10

Low Exit Risk

Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	20	20	-
13F Shares	2M	2M	2.4%
Total Value	$30M	$29M	3.25%
New Positions	1	1	-
Increased Positions	6	3	+3
Closed Positions	1	1	-
Reduced Positions	5	7	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

13F Shares

2.4%

Total Value

$30M

$29M

3.25%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

20 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MXE. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 20 MXE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Matisse Capital	1.24%	237,827	$3.1M
2	City of London Investment Management Co Ltd	0.97%	1,239,787	$16.1M
3	Bulldog Investors, LLP	0.29%	101,158	$1.3M
4	Shaker Financial Services, LLC	0.29%	69,997	$910K
5	Css LLC/Il	0.15%	291,255	$3.8M
6	Atlas Wealth LLC	0.14%	74,565	$970K
7	Blue Bell Private Wealth Management, LLC	0.11%	70,918	$922K
8	Saba Capital Management, L.P.	0.04%	112,415	$1.5M
9	Winmill & CO. Inc	0.02%	6,000	$78K
10	Thomas J. Herzfeld Advisors, Inc.	0.00%	1,103	$14K
11	Wolverine Asset Management LLC	0.00%	10,933	$142K
12	Lazard Asset Management LLC	0.00%	27,375	$356K
13	Signaturefd, LLC	0.00%	2,488	$32K
14	Eastern Bank	0.00%	1,261	$16K
15	Osaic Holdings, INC.	0.00%	2,487	$32K
16	Morgan Stanley	0.00%	29,146	$379K
17	Susquehanna International Group, LLP	0.00%	19,335	$251K
18	UBS Group AG	0.00%	1,017	$13K
19	Huntington National Bank	0.00%	1	—
20	Wells Fargo & Company/Mn	0.00%	1	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Mexico Equity & Income Fd (MXE)

What does the Smart Money Trend signal show for MXE?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for MXE?

Heavy selling pressure — only 33% buying: Last quarter: 8 funds sold vs only 4 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for MXE holders?

Smaller funds dominant — 3% AUM from top-100: 4 of 20 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MXE?

90% of holders stayed for 2+ years: 18 out of 20 hedge funds have held MXE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Mexico Equity & Income Fd (MXE)

Smart Money Signals — MXE

No change last quarter

High ownership — 83% of 3.0Y peak

Outflows — 13% fewer funds vs a year ago

Heavy selling pressure — only 33% buying

Steady new buyers — ~1 new funds per quarter

90% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 95% veterans vs 5% newcomers

Smaller funds dominant — 3% AUM from top-100

Institutional Sentiment Summary — MXE

Hedge Fund Ownership: MXE

Market Analysis: MXE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MXE

Hedge Fund Positioning: MXE

Statistics: MXE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Mexico Equity & Income Fd (MXE)

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