Mexico Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 3.24 M | $67.84 M | -1.68% | 22.44% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 1.76 M | $36.93 M | 4.32% | 12.21% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 981.73 K | $20.55 M | 2.93% | 6.80% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2026 | 717.89 K | $15.03 M | -24.61% | 4.97% |
| MATISSE CAPITAL | 05/08/2026 | 205.00 K | $4.29 M | 0.00% | 1.42% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 183.51 K | $3.84 M | -1.30% | 1.27% |
| MORGAN STANLEY | 05/15/2026 | 135.73 K | $2.84 M | 238.25% | 0.94% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 129.19 K | $2.70 M | -3.29% | 0.89% |
| ALTIUM CAPITAL MANAGEMENT LP | 05/01/2026 | 128.19 K | $2.68 M | 165.46% | 0.89% |
| UHLMANN PRICE SECURITIES, LLC | 04/16/2026 | 107.15 K | $2.24 M | 1.91% | 0.74% |
| VERITION FUND MANAGEMENT LLC | 05/15/2026 | 105.71 K | $2.21 M | 6.23% | 0.73% |
| MAREX GROUP PLC | 05/13/2026 | 105.09 K | $2.20 M | 9.88% | 0.73% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 05/14/2026 | 103.60 K | $2.17 M | -63.08% | 0.72% |
| SFI ADVISORS, LLC | 05/05/2026 | 76.66 K | $1.60 M | -42.92% | 0.53% |
| NORTH GROUND CAPITAL | 05/11/2026 | 71.37 K | $1.49 M | -43.50% | 0.49% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 49.67 K | $1.04 M | 0.00% | 0.34% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 47.23 K | $989.00 K | 100.00% | 0.33% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/12/2026 | 40.00 K | $837.22 K | 0.00% | 0.28% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 38.71 K | $810.20 K | 0.00% | 0.27% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 37.09 K | $776.29 K | 100.00% | 0.26% |
| HUDSON PORTFOLIO MANAGEMENT LLC | 05/14/2026 | 36.04 K | $754.30 K | 0.00% | 0.25% |
| QUANTEDGE CAPITAL PTE LTD | 05/12/2026 | 28.39 K | $594.12 K | -23.66% | 0.20% |
| ALPINE GLOBAL MANAGEMENT, LLC | 05/15/2026 | 23.82 K | $498.53 K | -61.23% | 0.16% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 21.30 K | $445.79 K | 13.51% | 0.15% |
| RAHLFS CAPITAL, LLC | 05/11/2026 | 20.88 K | $436.91 K | 0.00% | 0.14% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 20.09 K | $420.44 K | 37.70% | 0.14% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 13.98 K | $292.52 K | -19.54% | 0.10% |
| JANE STREET GROUP, LLC | 05/12/2026 | 13.34 K | $279.12 K | 100.00% | 0.09% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 11.96 K | $250.28 K | 128.42% | 0.08% |
| JOHN G ULLMAN & ASSOCIATES INC | 05/06/2026 | 10.60 K | $221.86 K | 0.00% | 0.07% |
| XTX TOPCO LTD | 05/15/2026 | 10.32 K | $215.96 K | 100.00% | 0.07% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 2.44 K | $51.16 K | 100.00% | 0.02% |
| UBS GROUP AG | 05/05/2026 | 2.33 K | $48.70 K | 0.00% | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 1.50 K | $31.40 K | -4.46% | 0.01% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.35 K | $28.00 K | -19.13% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 1.35 K | $28.65 K | 0.00% | 0.01% |
| US BANCORP \DE\ | 05/15/2026 | 1.22 K | $25.49 K | 0.00% | 0.01% |
| SIGNATUREFD, LLC | 04/07/2026 | 1.21 K | $25.26 K | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 981 | $20.53 K | -17.98% | 0.01% |
| CWM, LLC | 05/14/2026 | 741 | $15.50 K | 0.27% | 0.01% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 354 | $7.41 K | -54.03% | 0.00% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 200 | $4.19 K | 0.00% | 0.00% |
| VERMILLION WEALTH MANAGEMENT, INC. | 04/17/2026 | 197 | $4.12 K | 0.00% | 0.00% |
| CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | 04/21/2026 | 108 | $2.26 K | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
| SCOTIA CAPITAL INC. | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
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Mexico Fund Inc institutional Ownership - FAQ's
During the previous two years, 66 institutional investors and hedge funds held shares of Mexico Fund Inc. The most heavily invested institutionals were:
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD: 3.24 M
Saba Capital Management, L.P.: 1.76 M
Allspring Global Investments Holdings, LLC: 981,733
LAZARD ASSET MANAGEMENT LLC: 717,886
Matisse Capital: 205,000
Almitas Capital LLC: 183,505
58.79% of Mexico Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 9.19 M shares in the last 24 months. This purchase volume represents approximately $191.15 M in transactions.