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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 592834105

MEXICO EQUITY & INCOME FD

36 institutions · $29.7M total · 2,496,315 shares

#ManagerSharesValue% of TotalPeriod
1CITY OF LONDON INVESTMENT MANAGEMENT CO LTD1,142,425$14.1M45.76%2025-12-31
2CSS LLC/IL332,579$4.1M13.32%2025-12-31
3Matisse Capital132,000$1.6M5.28%2025-12-31
4Saba Capital Management, L.P.118,600$1.5M4.75%2025-12-31
5Bulldog Investors, LLP101,158$1.3M4.05%2025-12-31
6RIVERNORTH CAPITAL MANAGEMENT, LLC132,187$1.2M5.29%2025-03-31
7Ionic Capital Management LLC102,336$938.4K4.09%2024-09-30
8Shaker Financial Services, LLC75,513$934.9K3.02%2025-12-31
9BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC68,376$846.5K2.73%2025-12-31
10Atlas Wealth LLC48,141$463.4K1.92%2024-06-30
11LAZARD ASSET MANAGEMENT LLC29,695$367.6K1.18%2025-12-31
12MORGAN STANLEY28,580$353.8K1.14%2025-12-31
13SUSQUEHANNA INTERNATIONAL GROUP, LLP27,586$341.5K1.10%2025-12-31
14US BANCORP \DE\25,233$312.4K1.01%2025-12-31
15Logan Stone Capital, LLC24,219$280.0K0.97%2024-03-31
16Clough Capital Partners L P30,325$266.3K1.21%2023-03-31
17Almitas Capital LLC13,526$156.4K0.54%2024-03-31
18Ancora Advisors, LLC11,920$124.8K0.47%2025-06-30
19WOLVERINE ASSET MANAGEMENT LLC10,495$109.9K0.42%2025-06-30
20LANDSCAPE CAPITAL MANAGEMENT, L.L.C.11,312$103.7K0.45%2024-09-30
21CITADEL ADVISORS LLC12,465$100.1K0.49%2024-12-31
22WINMILL & CO. INC6,000$74.3K0.24%2025-12-31
23SIGNATUREFD, LLC2,488$30.8K0.09%2025-12-31
24ADVISOR GROUP HOLDINGS, INC.2,287$28.3K0.09%2025-12-31
25Center for Financial Planning, Inc.2,213$23.2K0.08%2025-06-30
26Thomas J. Herzfeld Advisors, Inc.1,380$17.1K0.05%2025-12-31
27EASTERN BANK1,261$15.6K0.05%2025-12-31
28UBS Group AG883$10.9K0.03%2025-12-31
29SRS Capital Advisors, Inc.624$7.2K0.02%2024-03-31
30Steward Partners Investment Advisory, LLC226$2.4K0.00%2025-06-30
31BANK OF AMERICA CORP /DE/100$1.2K0.00%2025-12-31
32WELLS FARGO & COMPANY/MN87$1.1K0.00%2025-12-31
33HARBOUR INVESTMENTS, INC.93$8170.00%2023-03-31
34HUNTINGTON NATIONAL BANK1$120.00%2025-12-31
35FMR LLC1$80.00%2024-12-31
36CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30