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America Movil

278 hedge funds and large institutions have $3.48B invested in America Movil in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,179% more call options, than puts

Call options by funds: $37.4M | Put options by funds: $2.93M

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

12% more capital invested

Capital invested by funds: $3.11B → $3.48B (+$375M)

5% more funds holding

Funds holding: 266278 (+12)

0.01% less ownership

Funds ownership: 0.46%0.44% (-0.01%)

22% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 91

Holders
278
Holders Change
+12
Holders Change %
+4.51%
% of All Funds
4.87%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
38
Increased
71
Reduced
91
Closed
23
Calls
$37.4M
Puts
$2.93M
Net Calls
+$34.5M
Net Calls Change
+$7.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
226
BDO Wealth Advisors
Florida
$49K +$86 +5 +0.2%
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$43K +$9.81K +569 +30%
TCWM
228
Total Clarity Wealth Management
Illinois
$39K -$283K -16,440 -88%
ACA
229
Atlas Capital Advisors
Wyoming
$38.7K +$6.96K +404 +23%
SWM
230
Spire Wealth Management
Virginia
$37K
MA
231
MUFG Americas
New York
$36K
PPWM
232
PFG Private Wealth Management
Florida
$34K +$32.9K +1,908 New
SIM
233
Sonora Investment Management
Arizona
$33K
LC
234
Lindbrook Capital
California
$33K +$1.81K +105 +6%
BWM
235
Baystate Wealth Management
Massachusetts
$30K +$362 +21 +1%
HIA
236
Harbor Investment Advisory
Maryland
$29K
LS
237
Leelyn Smith
Illinois
$27K
MA
238
Montag & Associates
Georgia
$27K
GRP
239
Global Retirement Partners
California
$23K +$1.62K +94 +8%
HPC
240
HM Payson & Co
Maine
$21K
CMF
241
Counterpoint Mutual Funds
California
$21K +$20.2K +1,174 New
WT
242
Washington Trust
Rhode Island
$21K +$20.7K +1,200 New
PFGIA
243
Patriot Financial Group Insurance Agency
Massachusetts
$20K
JEST
244
JTC Employer Solutions Trustee
Jersey
$19K
DOA
245
D'Orazio & Associates
Virginia
$19K +$18.2K +1,053 New
TRCT
246
Tower Research Capital (TRC)
New York
$18K -$400K -23,192 -96%
EBA
247
Eagle Bay Advisors
New York
$18K
FMB
248
Field & Main Bank
Kentucky
$18K
FGAM
249
Financial Gravity Asset Management
Texas
$18K
OIA
250
Optimum Investment Advisors
Illinois
$18K

AMX Hedge Fund Activity: Q3 2021 in Review

278 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q3 2021, worth a combined $3.48B — up 12% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AMX positions and 23 closed out — a net gain of 15 holders — while 71 added to existing stakes and 91 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $63.8M. The largest seller was Lazard Asset Management, cutting an estimated $190M.

  • 278 institutional investors held America Movil (AMX) as of Q3 2021, up from 266 in Q2 2021.
  • Funds reported $3.48B of America Movil stock for Q3 2021, up 12% quarter-over-quarter.
  • 38 funds opened new America Movil positions in Q3 2021 and 23 closed out, a net change of +15 holders.
  • The largest America Movil buyer in Q3 2021 was Goldman Sachs, an estimated $63.8M added.
  • The largest America Movil seller in Q3 2021 was Lazard Asset Management, an estimated $190M sold.

Based on aggregated 13F filings for Q3 2021.