Who owns MXF (MXF)
Which tracked institutional funds hold MXF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MXF company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
8 tracked funds added or opened MXF while 6 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MXF’s largest tracked holder by dollar value, CITY OF LONDON INVESTMENT MANAGEMENT CO LTD, sizes it at 4.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MXF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 45 tracked filers holding MXF, 18 increased or opened the position and 15 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MXF between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- Cambridge Investment Research Advisors, Inc.$989K
- WOLVERINE ASSET MANAGEMENT LLC$776K
Full exits 1
- SCOTIA CAPITAL INC.$549K
Largest adds
- Saba Capital Management, L.P.$3M
- MORGAN STANLEY$2M
- Altium Capital Management LLC$2M
- CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1M
- Allspring Global Investments Holdings, LLC$1M
- Marex Group plc$273K
Largest trims
- LAZARD ASSET MANAGEMENT LLC$4M
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3M
- SFI Advisors, LLC$1M
- North Ground Capital$1M
- Alpine Global Management, LLC$739K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed | 3,241,427 | $68M | 37.2% | 2026-Q1 |
| Saba Capital Management, L.P. added | 1,764,332 | $37M | 20.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 981,733 | $21M | 11.3% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 717,886 | $15M | 8.2% | 2026-Q1 |
| Matisse Capital | 205,000 | $4M | 2.4% | 2026-Q1 |
| Almitas Capital LLC trimmed | 183,505 | $4M | 2.1% | 2026-Q1 |
| MORGAN STANLEY added | 135,733 | $3M | 1.6% | 2026-Q1 |
| 1607 Capital Partners, LLC trimmed | 129,189 | $3M | 1.5% | 2026-Q1 |
| Altium Capital Management LLC added | 128,185 | $3M | 1.5% | 2026-Q1 |
| UHLMANN PRICE SECURITIES, LLC added | 107,154 | $2M | 1.2% | 2026-Q1 |
| Verition Fund Management LLC added | 105,706 | $2M | 1.2% | 2026-Q1 |
| Marex Group plc added | 105,090 | $2M | 1.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 103,603 | $2M | 1.2% | 2026-Q1 |
| SFI Advisors, LLC trimmed | 76,656 | $2M | 0.9% | 2026-Q1 |
| North Ground Capital trimmed | 71,369 | $1M | 0.8% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC | 49,669 | $1M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. new | 47,231 | $989K | 0.5% | 2026-Q1 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 40,001 | $837K | 0.5% | 2026-Q1 |
| Logan Stone Capital, LLC | 38,710 | $810K | 0.4% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 37,090 | $776K | 0.4% | 2026-Q1 |
| Hudson Portfolio Management LLC | 36,039 | $754K | 0.4% | 2026-Q1 |
| Quantedge Capital Pte Ltd trimmed | 28,386 | $594K | 0.3% | 2026-Q1 |
| Alpine Global Management, LLC trimmed | 23,819 | $499K | 0.3% | 2026-Q1 |
| Calamos Advisors LLC added | 21,299 | $446K | 0.2% | 2026-Q1 |
| RAHLFS CAPITAL, LLC | 20,875 | $437K | 0.2% | 2026-Q1 |
| Shaker Financial Services, LLC added | 20,088 | $420K | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 13,976 | $293K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 13,336 | $279K | 0.2% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 11,958 | $250K | 0.1% | 2026-Q1 |
| JOHN G ULLMAN & ASSOCIATES INC | 10,600 | $222K | 0.1% | 2026-Q1 |
| XTX Topco Ltd new | 10,318 | $216K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 2,444 | $51K | 0.0% | 2026-Q1 |
| UBS Group AG | 2,327 | $49K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,500 | $31K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 1,348 | $29K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,353 | $28K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ | 1,218 | $25K | 0.0% | 2026-Q1 |
| SIGNATUREFD, LLC | 1,207 | $25K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 981 | $21K | 0.0% | 2026-Q1 |
| CWM, LLC added | 741 | $16K | 0.0% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 354 | $7K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 200 | $4K | 0.0% | 2026-Q1 |
| Vermillion Wealth Management, Inc. | 197 | $4K | 0.0% | 2026-Q1 |
| Creative Capital Management Investments LLC new | 108 | $2K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $8 | 0.0% | 2026-Q1 |
| RPO LLC | 150,485 | $2M | 1.2% | 2025-Q1 stale |
| BOOTHBAY FUND MANAGEMENT, LLC | 112,864 | $2M | 0.9% | 2025-Q1 stale |
| SCOTIA CAPITAL INC. added | 27,281 | $549K | 0.3% | 2025-Q4 stale |
| CSS LLC/IL new | 16,999 | $242K | 0.1% | 2025-Q1 stale |
| Greykasell Wealth Strategies, Inc. new | 3,213 | $46K | 0.0% | 2025-Q1 stale |
| Wilmington Savings Fund Society, FSB | 1,031 | $18K | 0.0% | 2025-Q2 stale |
| NATIONAL BANK OF CANADA /FI/ | 350 | $7K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.