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 | 07/31/2026 | 3.21 M | $70.23 M | -0.93% | 22.27% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 2.26 M | $49.43 M | 28.10% | 15.67% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 849.32 K | $18.57 M | -13.49% | 5.89% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 715.43 K | $15.65 M | -0.34% | 4.96% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 170.81 K | $3.74 M | -6.92% | 1.18% |
| NORTH GROUND CAPITAL | 08/13/2026 | 136.35 K | $2.98 M | 91.05% | 0.95% |
| MORGAN STANLEY | 08/13/2026 | 132.67 K | $2.90 M | -2.26% | 0.92% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 129.19 K | $2.83 M | 0.00% | 0.90% |
| ALTIUM CAPITAL MANAGEMENT LP | 08/12/2026 | 128.19 K | $2.80 M | 0.00% | 0.89% |
| MAREX GROUP PLC | 08/14/2026 | 116.29 K | $2.54 M | 10.66% | 0.81% |
| UHLMANN PRICE SECURITIES, LLC | 07/24/2026 | 110.46 K | $2.42 M | 3.09% | 0.77% |
| MATISSE CAPITAL | 08/12/2026 | 105.49 K | $2.31 M | -48.54% | 0.73% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 08/17/2026 | 103.60 K | $2.27 M | 0.00% | 0.72% |
| VERITION FUND MANAGEMENT LLC | 08/14/2026 | 102.50 K | $2.24 M | -3.04% | 0.71% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 97.74 K | $2.14 M | 96.78% | 0.68% |
| SFI ADVISORS, LLC | 07/27/2026 | 76.61 K | $1.68 M | -0.05% | 0.53% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 46.97 K | $1.03 M | -0.55% | 0.33% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2026 | 40.00 K | $874.82 K | 0.00% | 0.28% |
| BEVERLY HILLS PRIVATE WEALTH, LLC | 08/07/2026 | 36.68 K | $802.24 K | 100.00% | 0.25% |
| HUDSON PORTFOLIO MANAGEMENT LLC | 08/12/2026 | 35.87 K | $784.43 K | -0.47% | 0.25% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 34.93 K | $763.83 K | -9.78% | 0.24% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 30.18 K | $660.10 K | 152.41% | 0.21% |
| QUANTEDGE CAPITAL PTE LTD | 08/06/2026 | 20.99 K | $458.96 K | -26.07% | 0.15% |
| RAHLFS CAPITAL, LLC | 07/28/2026 | 20.88 K | $456.54 K | 0.00% | 0.14% |
| ALPINE GLOBAL MANAGEMENT, LLC | 08/14/2026 | 15.95 K | $348.78 K | -33.05% | 0.11% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 15.75 K | $344.50 K | -26.04% | 0.11% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 14.59 K | $319.04 K | -27.38% | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 13.79 K | $301.59 K | -1.33% | 0.10% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 12.72 K | $278.27 K | 100.00% | 0.09% |
| JOHN G ULLMAN & ASSOCIATES INC | 08/11/2026 | 10.60 K | $231.82 K | 0.00% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 9.84 K | $215.18 K | 100.00% | 0.07% |
| XTX TOPCO LTD | 08/14/2026 | 9.59 K | $209.67 K | -7.08% | 0.07% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 5.75 K | $125.71 K | 100.00% | 0.04% |
| UNITED FINANCIAL PLANNING GROUP LLC | 08/06/2026 | 5.26 K | $114.93 K | 100.00% | 0.04% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 2.48 K | $54.27 K | 1.51% | 0.02% |
| UBS GROUP AG | 08/13/2026 | 2.33 K | $50.89 K | 0.00% | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 1.50 K | $32.81 K | 0.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 1.50 K | $32.76 K | 11.13% | 0.01% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.36 K | $30.00 K | 0.15% | 0.01% |
| US BANCORP \DE\ | 08/12/2026 | 1.22 K | $26.64 K | 0.00% | 0.01% |
| SIGNATUREFD, LLC | 07/24/2026 | 1.21 K | $26.40 K | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.19 K | $26.09 K | 21.51% | 0.01% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 600 | $13.12 K | 69.49% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 323 | $7.07 K | 100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 200 | $4.37 K | 0.00% | 0.00% |
| CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | 07/24/2026 | 108 | $2.36 K | 0.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| VERMILLION WEALTH MANAGEMENT, INC. | 07/16/2026 | 0 | $0 | -100.00% | 0.00% |
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Mexico Fund Inc institutional Ownership - FAQ's
During the previous two years, 70 institutional investors and hedge funds held shares of Mexico Fund Inc. The most heavily invested institutionals were:
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD: 3.21 M
Saba Capital Management, L.P.: 2.26 M
Allspring Global Investments Holdings, LLC: 849,319
LAZARD ASSET MANAGEMENT LLC: 715,425
Almitas Capital LLC: 170,814
North Ground Capital: 136,348
61.31% of Mexico Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 9.54 M shares in the last 24 months. This purchase volume represents approximately $198.38 M in transactions.