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America Movil
AMX

287 hedge funds and large institutions have $3.29B invested in America Movil in 2018 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $6.39M

26% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 39

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

2% more funds holding

Funds holding: 281 → 287 (+6)

0.01% less ownership

Funds ownership: 0.57% → 0.56% (-0.01%)

20% less capital invested

Capital invested by funds: $4.12B → $3.29B (-$830M)

32% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 93

Holders
287
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
49
Increased
63
Reduced
93
Closed
39
Calls
$11.2M
Puts
$6.39M
Net Calls
+$4.83M
Net Calls Change
+$8.13M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$114M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$45.3M
3
Millennium Management
Millennium Management
New York
+$37.5M
4
BlackRock
BlackRock
New York
+$37.3M
5
UBS AM
UBS AM
Illinois
+$36.8M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$87.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$69.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$34.6M
4
WGI
Westwood Global Investments
Massachusetts
-$27.5M
5
Lazard Asset Management
Lazard Asset Management
New York
-$27.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
226
Central Trust Company
Missouri
$21K – – –
MFW
227
Mosaic Family Wealth
Missouri
$20K – – –
FHB
228
First Hawaiian Bank
Hawaii
$19K +$5.54K +386 +40%
FDCDDQ
229
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.1K – – –
PA
230
Parallel Advisors
California
$17K -$1.97K -137 -10%
CFD
231
Creative Financial Designs
Indiana
$17K – – –
GWS
232
Glassman Wealth Services
Virginia
$17K – – –
AC
233
Avestar Capital
New York
$17K +$690 +48 +4%
LC
234
Lindbrook Capital
California
$17K +$17.3K +1,205 New
DWM
235
Doyle Wealth Management
Florida
$17K +$17.4K +1,214 New
SIAS
236
Shine Investment Advisory Services
Colorado
$16K – – –
RE
237
RBC Europe
United Kingdom
$14.3K – – –
OSNBOA
238
Old Second National Bank of Aurora
Illinois
$14K – – –
LPC
239
Loeb Partners Corp
New York
$14K +$14.4K +1,000 New
VFA
240
Valeo Financial Advisors
Indiana
$13K +$1.16K +81 +10%
BWM
241
BerganKDV Wealth Management
Minnesota
$12K – – –
LWCFA
242
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K – – –
HI
243
Hudock Inc
Pennsylvania
$11K – – –
PFBT
244
Parkside Financial Bank & Trust
Missouri
$11K – – –
VCM
245
Versant Capital Management
Arizona
$10K – – –
MWA
246
Meridian Wealth Advisors
Texas
$9K +$8.59K +598 New
WANY
247
Wealthspire Advisors (New York)
New York
$9K +$9.15K +637 New
AIM
248
Anchor Investment Management
South Carolina
$8.55K – – –
CWM
249
Catamount Wealth Management
Connecticut
$8K – – –
LNB
250
Ledyard National Bank
$8K – – –
8 9
10
11 12

AMX Hedge Fund Activity: Q4 2018 in Review

287 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q4 2018, worth a combined $3.29B — down 20% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AMX positions and 39 closed out — a net gain of 10 holders — while 63 added to existing stakes and 93 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $114M. The largest seller was Morgan Stanley, cutting an estimated $87.6M.

  • 287 institutional investors held America Movil (AMX) as of Q4 2018, up from 281 in Q3 2018.
  • Funds reported $3.29B of America Movil stock for Q4 2018, down 20% quarter-over-quarter.
  • 49 funds opened new America Movil positions in Q4 2018 and 39 closed out, a net change of +10 holders.
  • The largest America Movil buyer in Q4 2018 was Capital Research Global Investors, an estimated $114M added.
  • The largest America Movil seller in Q4 2018 was Morgan Stanley, an estimated $87.6M sold.

Based on aggregated 13F filings for Q4 2018.