Vault-13

MEXICO FD INC MXF

COM · Closed-End Fund · CUSIP 592835102

46 institutional holders +1 vs Q1 2026
8,887,4068.9m shares reported held*
$194.4mreported value*
5 new 13 added 16 reduced 3 sold out net bought ≈ $8.6m (+394.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $21.87.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 29Q4 22: 34Q1 23: 34Q2 23: 37Q3 23: 38Q4 23: 39Q1 24: 37Q2 24: 37Q3 24: 40Q4 24: 39Q1 25: 39Q2 25: 37Q3 25: 37Q4 25: 39Q1 26: 45Q2 26: 4646Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202229
Q4 202234
Q1 202334
Q2 202337
Q3 202338
Q4 202339
Q1 202437
Q2 202437
Q3 202440
Q4 202439
Q1 202539
Q2 202537
Q3 202537
Q4 202539
Q1 202645
Q2 202646

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 16 bought or addedQ3 24: 13 cut or sold outQ4 24: 13 bought or addedQ4 24: 17 cut or sold outQ4 24Q1 25: 13 bought or addedQ1 25: 16 cut or sold outQ2 25: 11 bought or addedQ2 25: 19 cut or sold outQ2 25Q3 25: 11 bought or addedQ3 25: 16 cut or sold outQ4 25: 17 bought or addedQ4 25: 10 cut or sold outQ4 25Q1 26: 18 bought or addedQ1 26: 15 cut or sold outQ2 26: 18 bought or addedQ2 26: 19 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241613
Q4 20241317
Q1 20251316
Q2 20251119
Q3 20251116
Q4 20251710
Q1 20261815
Q2 20261819

Biggest buyers

Saba Capital Management, L.P. Added +495,802+495.8k
North Ground Capital Added +64,979+65.0k
SIT INVESTMENT ASSOCIATES INC Added +48,068+48.1k
Cambridge Investment Research Advisors, Inc. Added +46,711+46.7k
Beverly Hills Private Wealth, LLC New +36,682+36.7k
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Added +18,225+18.2k
EVOLVE PRIVATE WEALTH, LLC New +12,724+12.7k
Marex Group Ltd Added +11,200+11.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +9,839+9.8k
HIGHLINE WEALTH PARTNERS LLC New +5,748+5.7k

Biggest sellers

Allspring Global Investments Holdings, LLC Reduced -132,414-132.4k
Matisse Capital Reduced -99,507-99.5k
WOLVERINE ASSET MANAGEMENT LLC Sold out -37,090-37.1k
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Reduced -30,102-30.1k
JANE STREET GROUP, LLC Sold out -13,336-13.3k
Almitas Capital LLC Reduced -12,691-12.7k
Alpine Global Management, LLC Reduced -7,871-7.9k
Quantedge Capital Pte Ltd Reduced -7,400-7.4k
Calamos Advisors LLC Reduced -5,547-5.5k
Shaker Financial Services, LLC Reduced -5,500-5.5k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 13G · institution -2.1 pts · filed 2026-02-13 22.9% -2.1 pts 3.3m≈ $72.1m 2026-02-13
Saba Capital Management, L.P. 13D · may seek influence +1.1 pts · filed 2026-10-07
Stated purposeThe Reporting Persons acquired the Common Shares to which this Schedule 13D/A relates in the ordinary course of business for investment purposes because they believe that the Common Shares are undervalued and represent an attractive investment opportunity. The Reporting Persons may engage in discussions with management, the Board of Directors (the "Board"), other shareholders of the Issuer and other relevant parties, including representatives of any of the foregoing, concerning the Reporting Persons' investment in the Common Shares and the Issuer, including, without limitation, matters concerning the Issuer's business, operations, board appointments, governance, performance, management, capitalization, trading of the Common Shares at a discount to the Issuer's net asset value and strategic… Full filing
 16.6% +1.1 pts 2.4m≈ $52.4m 2026-10-07
Allspring Global Investments Holdings, LLC 13G · institution -1.7 pts · filed 2026-07-31 5.9% -1.7 pts 849.3k≈ $18.6m 2026-07-31

Fell to 5% or below in the last year: GATES FOUNDATION TRUST (4.5%, 2026-08-14), LAZARD ASSET MANAGEMENT LLC (5.0%, 2026-05-15)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 2 buyingQ1 25: 0 sellingQ1 25Q2 25: 1 buyingQ2 25: 0 sellingQ3 25: 1 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 1 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 2 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20252$288.9k0——
Q2 20251$14.0k0——
Q3 20251$13.9k0——
Q4 20250—0——
Q1 20260—1$55.9k—
Q2 20260—0——
Q3 20262$29.8k0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-28 Saba Capital Management, L.P. 10% owner Bought 4,133 $20.74 $85.7k4.1k shares +<1%
2026-09-25 Saba Capital Management, L.P. 10% owner Bought 834 $20.74 $17.3k834 shares +<1%
2026-09-24 Saba Capital Management, L.P. 10% owner Bought 1,049 $20.69 $21.7k1.0k shares +<1%
2026-09-23 Saba Capital Management, L.P. 10% owner Bought 28,464 $21.02 $598.3k28.5k shares +1%
2026-09-22 Saba Capital Management, L.P. 10% owner Bought 110 $20.90 $2.3k110 shares +<1%
2026-09-21 Saba Capital Management, L.P. 10% owner Bought 2,034 $21.03 $42.8k2.0k shares +<1%
2026-09-16 Saba Capital Management, L.P. 10% owner Bought 6,403 $20.63 $132.1k6.4k shares +<1%
2026-09-15 Saba Capital Management, L.P. 10% owner Bought 459 $20.89 $9.6k459 shares +<1%
2026-08-24 Janez Claudia Director Bought 677 $21.84 $14.8k677 shares +20%
2026-08-14 Satterfield David Michael Director Bought 691 $21.72 $15.0k691 shares new
2026-08-13 Saba Capital Management, L.P. 10% owner Bought 2,952 $21.41 $63.2k3.0k shares +<1%
2026-08-04 Saba Capital Management, L.P. 10% owner Bought 9,362 $22.19 $207.7k9.4k shares +<1%
2026-08-03 Saba Capital Management, L.P. 10% owner Bought 174 $21.54 $3.7k174 shares +<1%
2026-07-29 Saba Capital Management, L.P. 10% owner Bought 3,077 $21.34 $65.7k3.1k shares +<1%
2026-07-28 Saba Capital Management, L.P. 10% owner Bought 2,608 $21.56 $56.2k2.6k shares +<1%
2026-07-23 Saba Capital Management, L.P. 10% owner Bought 414 $21.11 $8.7k414 shares +<1%
2026-07-22 Saba Capital Management, L.P. 10% owner Bought 7,623 $21.80 $166.2k7.6k shares +<1%
2026-07-21 Saba Capital Management, L.P. 10% owner Bought 200 $21.52 $4.3k200 shares +<1%
2026-07-20 Saba Capital Management, L.P. 10% owner Bought 7,631 $21.49 $164.0k7.6k shares +<1%
2026-07-17 Saba Capital Management, L.P. 10% owner Bought 570 $21.44 $12.2k570 shares +<1%
2026-07-16 Saba Capital Management, L.P. 10% owner Bought 1,682 $21.64 $36.4k1.7k shares +<1%
2026-07-15 Saba Capital Management, L.P. 10% owner Bought 70 $21.59 $1.5k70 shares +<1%
2026-07-13 Saba Capital Management, L.P. 10% owner Bought 4,869 $21.31 $103.8k4.9k shares +<1%
2026-07-08 Saba Capital Management, L.P. 10% owner Bought 522 $21.26 $11.1k522 shares +<1%
2026-07-07 Saba Capital Management, L.P. 10% owner Bought 1,828 $21.73 $39.7k1.8k shares +<1%
2026-06-24 Saba Capital Management, L.P. 10% owner Bought 5,100 $21.31 $108.7k5.1k shares +<1%
2026-06-23 Saba Capital Management, L.P. 10% owner Bought 15,051 $21.52 $323.9k15.1k shares +1%
2026-06-18 Saba Capital Management, L.P. 10% owner Bought 1,261 $22.19 $28.0k1.3k shares +<1%
2026-06-17 Saba Capital Management, L.P. 10% owner Bought 4,037 $22.23 $89.7k4.0k shares +<1%
2026-06-12 Saba Capital Management, L.P. 10% owner Bought 29,500 $22.30 $657.9k29.5k shares +1%

The latest 30 of 58 trades.

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 4.23% of their portfolio London, X0 3,211,3253.2m $70.2m $70.2m 4.23% Reduced -30.1k -30,102
2 Saba Capital Management, L.P. 1.51% of their portfolio NEW YORK, NY 2,260,1342.3m $49.4m $49.4m 1.51% Added +495.8k +495,802
3 Allspring Global Investments Holdings, LLC 0.03% of their portfolio CHARLOTTE, NC 849,319849.3k $18.6m $18.6m 0.03% Reduced -132.4k -132,414
4 LAZARD ASSET MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 715,425715.4k $15.6m $15.6m 0.02% Reduced -2.5k -2,461
5 Almitas Capital LLC 0.90% of their portfolio SANTA MONICA, CA 170,814170.8k $3.7m $3.7m 0.90% Reduced -12.7k -12,691
6 North Ground Capital 3.58% of their portfolio Cohasset, MA 136,348136.3k $3.0m $3.0m 3.58% Added +65.0k +64,979
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 132,669132.7k $2.9m $2.9m 0.00% Reduced -3.1k -3,064
8 1607 Capital Partners, LLC 0.25% of their portfolio Richmond, VA 129,189129.2k $2.8m $2.8m 0.25% Unchanged
9 Altium Capital Management LLC 5.91% of their portfolio NEW YORK, NY 128,185128.2k $2.8m $2.8m 5.91% Unchanged
10 Marex Group Ltd 0.02% of their portfolio London, X0 116,290116.3k $2.5m $2.5m 0.02% Added +11.2k +11,200
11 UHLMANN PRICE SECURITIES, LLC 0.09% of their portfolio SKOKIE, IL 110,462110.5k $2.4m $2.4m 0.09% Added +3.3k +3,308
12 Matisse Capital 0.92% of their portfolio PORTLAND, OR 105,493105.5k $2.3m $2.3m 0.92% Reduced -99.5k -99,507
13 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio COLUMBUS, OH 103,603103.6k $2.3m $2.3m 0.01% Unchanged
14 Verition Fund Management LLC 0.02% of their portfolio GREENWICH, CT 102,496102.5k $2.2m $2.2m 0.02% Reduced -3.2k -3,210
15 SIT INVESTMENT ASSOCIATES INC 0.04% of their portfolio Minneapolis, MN 97,73797.7k $2.1m $2.1m 0.04% Added +48.1k +48,068
16 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 93,94293.9k $2.1m $2.1m 0.00% Added +46.7k +46,711
17 SFI Advisors, LLC 1.45% of their portfolio Montclair, NJ 76,61476.6k $1.7m $1.7m 1.45% Reduced -42 -42
18 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.06% of their portfolio Englewood, NJ 40,00140.0k $874.8k $874.8k 0.06% Unchanged
19 Beverly Hills Private Wealth, LLC 0.15% of their portfolio BEVERLY HILLS, CA 36,68236.7k $802.2k $802.2k 0.15% New
20 Hudson Portfolio Management LLC 0.59% of their portfolio Garrison, NY 35,86835.9k $784.4k $784.4k 0.59% Reduced -171 -171
21 Logan Stone Capital, LLC 0.16% of their portfolio CHICAGO, IL 34,92634.9k $763.8k $763.8k 0.16% Reduced -3.8k -3,784
22 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.08% of their portfolio BLUE BELL, PA 30,18330.2k $660.1k $660.1k 0.08% Added +18.2k +18,225
23 Quantedge Capital Pte Ltd 0.35% of their portfolio Singapore, U0 20,98621.0k $459.0k $459.0k 0.35% Reduced -7.4k -7,400
24 RAHLFS CAPITAL, LLC 0.34% of their portfolio LAKE KIOWA, TX 20,87520.9k $456.5k $456.5k 0.34% Unchanged
25 Alpine Global Management, LLC 0.06% of their portfolio NEW YORK, NY 15,94815.9k $348.8k $348.8k 0.06% Reduced -7.9k -7,871
26 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 15,75215.8k $344.5k $344.5k 0.00% Reduced -5.5k -5,547
27 Shaker Financial Services, LLC 0.10% of their portfolio Arlington, VA 14,58814.6k $319.0k $319.0k 0.10% Reduced -5.5k -5,500
28 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 13,79013.8k $301.6k $301.6k 0.00% Reduced -186 -186
29 EVOLVE PRIVATE WEALTH, LLC 0.02% of their portfolio LOS ANGELES, CA 12,72412.7k $278.3k $278.3k 0.02% New
30 JOHN G ULLMAN & ASSOCIATES INC 0.03% of their portfolio CORNING, NY 10,60010.6k $231.8k $231.8k 0.03% Unchanged
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 9,8399.8k $215.2k $215.2k 0.00% New
32 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 9,5879.6k $209.7k $209.7k 0.00% Reduced -731 -731
33 HIGHLINE WEALTH PARTNERS LLC 0.03% of their portfolio SHERMAN OAKS, CA 5,7485.7k $125.7k $125.7k 0.03% New
34 United Financial Planning Group LLC 0.06% of their portfolio HAUPPAUGE, NY 5,2555.3k $114.9k $114.9k 0.06% New
35 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,4812.5k $54.3k $54.3k 0.00% Added +37 +37
36 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,3272.3k $50.9k $50.9k 0.00% Unchanged
37 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,5001.5k $32.8k $32.8k 0.00% Unchanged
38 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,4981.5k $32.8k $32.8k 0.00% Added +150 +150
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,3551.4k $30.0k $30.0k 0.00% Added +2 +2
40 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,2181.2k $26.6k $26.6k 0.00% Unchanged
41 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 1,2071.2k $26.4k $26.4k 0.00% Unchanged
42 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,1921.2k $26.1k $26.1k 0.00% Added +211 +211
43 Thomas J. Herzfeld Advisors, Inc. 0.00% of their portfolio MIAMI BEACH, FL 600600 $13.1k $13.1k 0.00% Added +246 +246
44 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 323323 $7.1k $7.1k 0.00% Added +323 +323
45 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 200200 $4.4k $4.4k 0.00% Unchanged
46 Creative Capital Management Investments LLC 0.00% of their portfolio SAN DIEGO, CA 108108 $2.4k $2.4k 0.00% Unchanged