Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mexico Equity & Income Fd (MXE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
33%

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.

Institutional Sentiment Summary — MXE

In 2026 Q1, 4 hedge funds were net buyers of MXE (1 opened a new position, 3 added to an existing one), while 8 reduced or exited (7 trimmed, 1 sold completely) — a 33% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 20.

Hedge Fund Ownership: MXE

How many hedge funds hold MXE — quarterly history vs. share price
Quarterly hedge fund ownership of MXE vs. share price

Market Analysis: MXE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MXE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Mexico Equity & Income Fd (MXE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MXE has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
MXE
+5.0%
XLF
+8.5%

MXE outperformed XLF by -3.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
MXE
-1.8%
XLF
+4.8%

Since the filing became public, MXE outperformed XLF by -6.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: MXE
20 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 20 20 -
13F Shares 2M 2M 1.94%
Total Value $29M $27M 6.22%
New Positions 1 1 -
Increased Positions 3 7 -4
Closed Positions 1 0 +1
Reduced Positions 7 3 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MXE

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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:
Top 20 MXE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Matisse Capital 1.31% 237,827 $3.1M
2 City of London Investment Management Co Ltd 1.15% 1,227,966 $15.8M
3 Shaker Financial Services, LLC 0.34% 75,513 $974K
4 Bulldog Investors, LLP 0.29% 101,158 $1.3M
5 Css LLC/Il 0.18% 291,997 $3.8M
6 Blue Bell Private Wealth Management, LLC 0.13% 70,871 $914K
7 Saba Capital Management, L.P. 0.04% 112,415 $1.5M
8 Winmill & CO. Inc 0.02% 6,000 $77K
9 Thomas J. Herzfeld Advisors, Inc. 0.00% 570 $7K
10 Lazard Asset Management LLC 0.00% 29,695 $383K
11 Signaturefd, LLC 0.00% 2,488 $32K
12 US Bancorp \de\ 0.00% 25,233 $326K
13 Eastern Bank 0.00% 1,261 $16K
14 Wolverine Asset Management LLC 0.00% 394 $5K
15 Susquehanna International Group, LLP 0.00% 24,192 $312K
16 Morgan Stanley 0.00% 36,052 $465K
17 Osaic Holdings, INC. 0.00% 561 $7K
18 UBS Group AG 0.00% 883 $11K
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.

Is it too late to buy Mexico Equity & Income Fd (MXE) following the 2026 Q1 hedge fund 13F filings?

As of today, MXE has moved -1.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -6.6%. Since the quarter end (March 31, 2026), MXE has gained +5.0% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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