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America Movil

310 hedge funds and large institutions have $6.99B invested in America Movil in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 100 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $6.8B → $6.99B (+$191M)

0.25% more ownership

Funds ownership: 6.08%6.33% (+0.25%)

0% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 100

3% less funds holding

Funds holding: 320310 (-10)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

18% less call options, than puts

Call options by funds: $35.9M | Put options by funds: $43.5M

21% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 43

Holders
310
Holders Change
-10
Holders Change %
-3.13%
% of All Funds
8.91%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
34
Increased
100
Reduced
100
Closed
43
Calls
$35.9M
Puts
$43.5M
Net Calls
-$7.61M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
226
Bartlett & Co
Ohio
$216K
Fisher Asset Management
227
Fisher Asset Management
Washington
$209K -$86.3K -4,311 -30%
Stifel Financial
228
Stifel Financial
Missouri
$209K -$35.9K -1,795 -15%
GJIC
229
Gamble Jones Investment Counsel
California
$209K +$201K +10,060 New
WA
230
WealthTrust Axiom
Pennsylvania
$206K +$199K +9,960 New
HCM
231
Hollencrest Capital Management
California
$203K +$196K +9,775 New
BRWA
232
B. Riley Wealth Advisors
Florida
$203K +$196K +9,779 New
JIC
233
Johnson Investment Counsel
Ohio
$201K -$98.7K -4,930 -34%
PTA
234
Pear Tree Advisors
Massachusetts
$201K +$194K +9,702 New
SSIA
235
Spero-Smith Investment Advisers
Ohio
$200K +$193K +9,650 New
IRS
236
Invictus RG (Singapore)
Singapore
$196K -$89.2K -4,457 -32%
Envestnet Asset Management
237
Envestnet Asset Management
Illinois
$191K +$27.8K +1,391 +18%
First Manhattan
238
First Manhattan
New York
$190K
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$172K -$2K -100 -1%
DAM
240
Delta Asset Management
Tennessee
$165K
DA
241
Dunvegan Associates
California
$150K -$268K -13,380 -65%
CFA
242
Carroll Financial Associates
North Carolina
$146K
VNB
243
Valley National Bancorp
New York
$144K +$72.1K +3,600 +109%
CC
244
CQS Cayman
Cayman Islands
$143K +$2.75M +137,360 New
BFA
245
BlackRock Fund Advisors
California
$142K +$1.48K +74 +1%
Parallax Volatility Advisers
246
Parallax Volatility Advisers
California
$141K +$136K +6,786 New
OIA
247
Optimum Investment Advisors
Illinois
$140K +$22K +1,100 +20%
FHA
248
First Horizon Advisors
Tennessee
$131K +$1.34K +67 +1%
TCM
249
Tradewinds Capital Management
Washington
$129K
WT
250
Whittier Trust
California
$129K

AMX Hedge Fund Activity: Q2 2014 in Review

310 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q2 2014, worth a combined $6.99B — up 2.8% from $6.8B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of AMX and 34 opened new positions — a net loss of 9 holders — while 100 trimmed existing stakes and 100 added.

The largest buyer was Thornburg Investment Management, opening a new position worth an estimated $270M. The largest seller was OppenheimerFunds, cutting an estimated $223M.

  • 310 institutional investors held America Movil (AMX) as of Q2 2014, down from 320 in Q1 2014.
  • Funds reported $6.99B of America Movil stock for Q2 2014, up 2.8% quarter-over-quarter.
  • 34 funds opened new America Movil positions in Q2 2014 and 43 closed out, a net change of -9 holders.
  • The largest America Movil buyer in Q2 2014 was Thornburg Investment Management, an estimated $270M added.
  • The largest America Movil seller in Q2 2014 was OppenheimerFunds, an estimated $223M sold.

Based on aggregated 13F filings for Q2 2014.