Who Owns Mexico Equity and Income Fund Stock?
NYSE: MXEFinanceFinance CompaniesUSD
At close: Oct 9, 2:50 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 52.26%
- Held by insiders
- 0.00%
- Institutional holders
- 21
- Institutions 52.3%
- Insiders 0.0%
- Public and other 47.7%
Who owns Mexico Equity and Income Fund stock?
Institutional investors own about 52.3% of Mexico Equity and Income Fund's shares, spread across 21 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 0.00% of MXE.
The largest institutional holders are City of London Investment Management Co. Limited (28.18%), CSS LLC (6.62%) and Matisse Capital (5.40%). Together, the top 10 institutions control 51.2% of shares outstanding. In their latest filings, 3 of the top 10 institutions increased their MXE positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of MXE
| Institution | Shares | % Held | Change |
|---|---|---|---|
| City of London Investment Management Co. Limited | 1.24M | 28.18% | +1.0% |
| CSS LLC | 291.25K | 6.62% | -0.3% |
| Matisse Capital | 237.83K | 5.40% | 0.0% |
| Saba Capital Management, L.P. | 112.42K | 2.55% | 0.0% |
| Bulldog Investors, LLP | 101.16K | 2.30% | 0.0% |
| Atlas Wealth LLC | 74.56K | 1.69% | +100.0% |
| Blue Bell Private Wealth Management, LLC | 70.92K | 1.61% | +0.1% |
| Shaker Financial Services, LLC | 70.00K | 1.59% | -7.3% |
| Morgan Stanley | 29.15K | 0.66% | -19.2% |
| Lazard Asset Management LLC | 27.38K | 0.62% | -7.8% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of MXE
| Fund | Shares | % Held |
|---|---|---|
| Starboard Investment Trust-Matisse Discounted Closed-End Fund Strategy | 132.00K | 3.00% |
| Special Opportunities Fund, Inc. | 100.10K | 2.27% |
| HC Capital Trust-The Emerging Markets Portfolio | 39.13K | 0.89% |
| Exchange Listed Funds Trust-Saba Closed-End Funds ETF | 1.94K | 0.04% |
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 274 | 0.01% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 98 | 0.00% |
Frequently asked questions
Who is the largest shareholder of Mexico Equity and Income Fund?
City of London Investment Management Co. Limited is the largest institutional shareholder of MXE, owning 28.18% of shares outstanding (1.24M shares) as of its latest 13F filing.
What percentage of Mexico Equity and Income Fund is owned by institutions?
Institutions own about 52.3% of MXE shares and 52.3% of the public float.
How much of Mexico Equity and Income Fund do insiders own?
Insiders, such as officers and directors, own about 0.00% of MXE shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.