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Institutional Ownership · SEC Form 13F

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.

45
Institutional holders
8,493,941
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed3,241,427$68M37.2%2026-Q1
Saba Capital Management, L.P. added1,764,332$37M20.2%2026-Q1
Allspring Global Investments Holdings, LLC added981,733$21M11.3%2026-Q1
LAZARD ASSET MANAGEMENT LLC trimmed717,886$15M8.2%2026-Q1
Matisse Capital205,000$4M2.4%2026-Q1
Almitas Capital LLC trimmed183,505$4M2.1%2026-Q1
MORGAN STANLEY added135,733$3M1.6%2026-Q1
1607 Capital Partners, LLC trimmed129,189$3M1.5%2026-Q1
Altium Capital Management LLC added128,185$3M1.5%2026-Q1
UHLMANN PRICE SECURITIES, LLC added107,154$2M1.2%2026-Q1
Verition Fund Management LLC added105,706$2M1.2%2026-Q1
Marex Group plc added105,090$2M1.2%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed103,603$2M1.2%2026-Q1
SFI Advisors, LLC trimmed76,656$2M0.9%2026-Q1
North Ground Capital trimmed71,369$1M0.8%2026-Q1
SIT INVESTMENT ASSOCIATES INC49,669$1M0.6%2026-Q1
Cambridge Investment Research Advisors, Inc. new47,231$989K0.5%2026-Q1
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.40,001$837K0.5%2026-Q1
Logan Stone Capital, LLC38,710$810K0.4%2026-Q1
WOLVERINE ASSET MANAGEMENT LLC trimmed37,090$776K0.4%2026-Q1
Hudson Portfolio Management LLC36,039$754K0.4%2026-Q1
Quantedge Capital Pte Ltd trimmed28,386$594K0.3%2026-Q1
Alpine Global Management, LLC trimmed23,819$499K0.3%2026-Q1
Calamos Advisors LLC added21,299$446K0.2%2026-Q1
RAHLFS CAPITAL, LLC20,875$437K0.2%2026-Q1
Shaker Financial Services, LLC added20,088$420K0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed13,976$293K0.2%2026-Q1
JANE STREET GROUP, LLC new13,336$279K0.2%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added11,958$250K0.1%2026-Q1
JOHN G ULLMAN & ASSOCIATES INC10,600$222K0.1%2026-Q1
XTX Topco Ltd new10,318$216K0.1%2026-Q1
HARBOUR INVESTMENTS, INC. added2,444$51K0.0%2026-Q1
UBS Group AG2,327$49K0.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added1,500$31K0.0%2026-Q1
Farther Finance Advisors, LLC1,348$29K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed1,353$28K0.0%2026-Q1
US BANCORP \DE\1,218$25K0.0%2026-Q1
SIGNATUREFD, LLC1,207$25K0.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed981$21K0.0%2026-Q1
CWM, LLC added741$16K0.0%2026-Q1
Thomas J. Herzfeld Advisors, Inc. trimmed354$7K0.0%2026-Q1
Allworth Financial LP200$4K0.0%2026-Q1
Vermillion Wealth Management, Inc.197$4K0.0%2026-Q1
Creative Capital Management Investments LLC new108$2K0.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed0$80.0%2026-Q1
RPO LLC150,485$2M1.2%2025-Q1 stale
BOOTHBAY FUND MANAGEMENT, LLC112,864$2M0.9%2025-Q1 stale
SCOTIA CAPITAL INC. added27,281$549K0.3%2025-Q4 stale
CSS LLC/IL new16,999$242K0.1%2025-Q1 stale
Greykasell Wealth Strategies, Inc. new3,213$46K0.0%2025-Q1 stale
Wilmington Savings Fund Society, FSB1,031$18K0.0%2025-Q2 stale
NATIONAL BANK OF CANADA /FI/350$7K0.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership