The 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 | 11/14/2025 | 3.56 M | $70.07 M | -1.43% | 24.59% |
| SABA CAPITAL MANAGEMENT, L.P. | 11/14/2025 | 1.28 M | $25.17 M | 47.39% | 8.83% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 1.09 M | $21.51 M | -5.99% | 7.55% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2025 | 964.15 K | $18.99 M | -2.02% | 6.66% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11/14/2025 | 280.58 K | $5.53 M | -6.63% | 1.94% |
| MATISSE CAPITAL | 10/29/2025 | 205.00 K | $4.04 M | 0.00% | 1.42% |
| ALMITAS CAPITAL LLC | 11/17/2025 | 202.96 K | $4.00 M | -38.44% | 1.40% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2025 | 150.13 K | $2.96 M | -7.16% | 1.04% |
| SFI ADVISORS, LLC | 10/29/2025 | 134.55 K | $2.65 M | -2.45% | 0.93% |
| UHLMANN PRICE SECURITIES, LLC | 11/07/2025 | 104.07 K | $2.05 M | 2.55% | 0.72% |
| VERITION FUND MANAGEMENT LLC | 11/14/2025 | 99.51 K | $1.96 M | 21.71% | 0.69% |
| QUANTEDGE CAPITAL PTE LTD | 11/14/2025 | 81.09 K | $1.60 M | -37.69% | 0.56% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/13/2025 | 40.00 K | $788.02 K | -22.92% | 0.28% |
| LOGAN STONE CAPITAL, LLC | 11/14/2025 | 38.71 K | $762.59 K | -0.77% | 0.27% |
| HUDSON PORTFOLIO MANAGEMENT LLC | 11/14/2025 | 36.04 K | $709.97 K | -1.37% | 0.25% |
| NORTH GROUND CAPITAL | 10/29/2025 | 30.87 K | $608.12 K | 100.00% | 0.21% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 26.65 K | $525.02 K | -5.12% | 0.18% |
| SCOTIA CAPITAL INC. | 11/14/2025 | 25.38 K | $500.01 K | 127.84% | 0.18% |
| MORGAN STANLEY | 11/14/2025 | 25.26 K | $497.54 K | -3.26% | 0.17% |
| RAHLFS CAPITAL, LLC | 11/12/2025 | 20.88 K | $411.24 K | 0.00% | 0.14% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 20.29 K | $400.00 K | 100.00% | 0.14% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 14.59 K | $287.38 K | 0.00% | 0.10% |
| CALAMOS ADVISORS LLC | 10/20/2025 | 14.20 K | $279.76 K | 21.73% | 0.10% |
| ALPINE GLOBAL MANAGEMENT, LLC | 11/14/2025 | 13.45 K | $265.00 K | 100.00% | 0.09% |
| JOHN G ULLMAN & ASSOCIATES INC | 11/05/2025 | 10.60 K | $208.82 K | 0.00% | 0.07% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 2.50 K | $49.25 K | 92.31% | 0.02% |
| UBS GROUP AG | 11/13/2025 | 2.33 K | $45.84 K | -53.53% | 0.02% |
| ROYAL BANK OF CANADA | 11/14/2025 | 1.67 K | $33.00 K | -17.59% | 0.01% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1.53 K | $30.08 K | -37.32% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 1.50 K | $29.55 K | 0.00% | 0.01% |
| US BANCORP \DE\ | 11/12/2025 | 1.22 K | $24.00 K | 0.00% | 0.01% |
| SIGNATUREFD, LLC | 10/21/2025 | 1.21 K | $23.78 K | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 1.18 K | $21.79 K | 0.17% | 0.01% |
| BRYN MAWR TRUST CO | 10/28/2025 | 1.03 K | $20.31 K | 0.00% | 0.01% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/12/2025 | 705 | $13.89 K | 5.38% | 0.00% |
| CWM, LLC | 10/15/2025 | 627 | $12.00 K | 0.00% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 11/14/2025 | 350 | $6.85 K | 0.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 200 | $3.94 K | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 154 | $3.03 K | 0.00% | 0.00% |
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The Mexico Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 59 institutional investors and hedge funds held shares of The Mexico Fund, Inc.. The most heavily invested institutionals were:
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD: 3.56 M
Saba Capital Management, L.P.: 1.28 M
Allspring Global Investments Holdings, LLC: 1.09 M
LAZARD ASSET MANAGEMENT LLC: 964,145
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO: 280,579
Matisse Capital: 205,000
58.63% of The Mexico Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 9.18 M shares in the last 24 months. This purchase volume represents approximately $179.79 M in transactions.