MEXICO EQUITY & INCOME FUND INC - MXE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Added to | 1,142,425 | 14,143 | 1.06% | 0.82% | 1 | +201,865 | 21.46% | Q4 2025 | Feb 13, 2026 |
| CSS LLC/IL | History | Reduced | 332,579 | 4,117 | 0.18% | 0.19% | 2 | -28,697 | -7.94% | Q4 2025 | Feb 17, 2026 |
| Matisse Capital | History | No change | 237,827 | 2,944 | 1.31% | 1.27% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Saba Capital Management, L.P. | History | No change | 118,600 | 1,468 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bulldog Investors, LLP | History | No change | 101,158 | 1,252 | 0.28% | 0.28% | 5 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 75,513 | 934 | 0.3% | 0.31% | 6 | -469 | -0.62% | Q4 2025 | Jan 26, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 68,376 | 846 | 0.12% | 0.12% | 7 | +3,420 | 5.27% | Q4 2025 | Feb 09, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 29,695 | 367 | 0.0% | 0.0% | 8 | +3,283 | 12.43% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 28,581 | 353 | 0.0% | 0.0% | 9 | +4,633 | 19.35% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 27,586 | 341 | 0.0% | — | 10 | +27,586 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | No change | 25,233 | 312 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WINMILL & CO. INC | History | No change | 6,000 | 74 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,488 | 30 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,287 | 28 | 0.0% | 0.0% | 14 | +39 | 1.73% | Q4 2025 | Feb 17, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 1,380 | 17 | 0.01% | 0.0% | 15 | +236 | 20.63% | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | No change | 1,261 | 15 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| UBS Group AG | History | Reduced | 1,126 | 13 | 0.0% | 0.0% | 17 | -393 | -25.87% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 87 | 1 | 0.0% | — | 19 | +87 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 100 | 1 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |