MXE
Mexico Equity & Income Fund Inc.
1W: -5.2%
1M: -8.4%
3M: -5.9%
YTD: -1.4%
1Y: +6.7%
3Y: +42.6%
5Y: +20.8%
$12.32
+0.09 (+0.69%)
Weekly Expected Move ±3.4%
$11
$12
$12
$13
$13
Institutional Ownership — MXE
21
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
30M
Total Invested
1
New Positions
6
Increased
6
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (22 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CITY OF LONDON INVESTMENT MANAGEMENT C | 1,239,787 | $15M | +11,821 | +1.0% | 21Q | SEC ↗ |
| 2 | CSS LLC/IL | 291,255 | $4M | -742 | -0.3% | 23Q | SEC ↗ |
| 3 | Matisse Capital | 237,827 | $3M | — | +0.0% | 19Q | SEC ↗ |
| 4 | Saba Capital Management, L.P. | 112,415 | $1M | — | +0.0% | 13Q | SEC ↗ |
| 5 | Bulldog Investors, LLP | 101,158 | $1M | — | +0.0% | 19Q | SEC ↗ |
| 6 | Atlas Wealth LLC NEW | 74,565 | $919K | — | +0.0% | 1Q | SEC ↗ |
| 7 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 70,918 | $874K | +47 | +0.1% | 20Q | SEC ↗ |
| 8 | Shaker Financial Services, LLC | 69,997 | $862K | -5,516 | -7.3% | 17Q | SEC ↗ |
| 9 | MORGAN STANLEY | 29,146 | $359K | -6,906 | -19.2% | 51Q | SEC ↗ |
| 10 | LAZARD ASSET MANAGEMENT LLC | 27,375 | $337K | -2,320 | -7.8% | 64Q | SEC ↗ |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,335 | $238K | -4,857 | -20.1% | 3Q | SEC ↗ |
| 12 | WOLVERINE ASSET MANAGEMENT LLC | 10,933 | $135K | +10,539 | +2674.9% | 2Q | SEC ↗ |
| 13 | WINMILL & CO. INC | 6,000 | $74K | — | +0.0% | 25Q | SEC ↗ |
| 14 | SIGNATUREFD, LLC | 2,488 | $31K | — | +0.0% | 5Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 2,487 | $31K | +1,926 | +343.3% | 19Q | SEC ↗ |
| 16 | EASTERN BANK | 1,261 | $16K | — | +0.0% | 6Q | SEC ↗ |
| 17 | Thomas J. Herzfeld Advisors, Inc. | 1,103 | $14K | +533 | +93.5% | 13Q | SEC ↗ |
| 18 | UBS Group AG | 1,017 | $13K | +134 | +15.2% | 17Q | SEC ↗ |
| 19 | HUNTINGTON NATIONAL BANK | 1 | $0K | — | +0.0% | 15Q | SEC ↗ |
| 20 | WELLS FARGO & COMPANY/MN | 1 | $0K | — | +0.0% | 15Q | SEC ↗ |
| 21 | BANK OF AMERICA CORP /DE | 0 | $0K | -100 | -100.0% | 10Q | SEC ↗ |
| 22 | US BANCORP \DE | 0 | $0K | -25,233 | -100.0% | 11Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Atlas Wealth LLC | 74,565 | $919K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| US BANCORP \DE | 25,233 | $311K |
| BANK OF AMERICA CORP /DE | 100 | $1K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMEN | +11,821 | +1.0% | 1,239,787 |
| WOLVERINE ASSET MANAGEMENT LLC | +10,539 | +2674.9% | 10,933 |
| OSAIC HOLDINGS, INC. | +1,926 | +343.3% | 2,487 |
| Thomas J. Herzfeld Advisors, Inc. | +533 | +93.5% | 1,103 |
| UBS Group AG | +134 | +15.2% | 1,017 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | +47 | +0.1% | 70,918 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -6,906 | -19.2% | 29,146 |
| Shaker Financial Services, LLC | -5,516 | -7.3% | 69,997 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -4,857 | -20.1% | 19,335 |
| LAZARD ASSET MANAGEMENT LLC | -2,320 | -7.8% | 27,375 |
| CSS LLC/IL | -742 | -0.3% | 291,255 |