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America Movil

324 hedge funds and large institutions have $8.18B invested in America Movil in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 80 increasing their positions, 121 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 33

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

15% more capital invested

Capital invested by funds: $7.11B → $8.18B (+$1.07B)

3% more funds holding

Funds holding: 315324 (+9)

0.36% more ownership

Funds ownership: 4.89%5.25% (+0.36%)

27% less call options, than puts

Call options by funds: $47.2M | Put options by funds: $64.7M

34% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 121

Holders
324
Holders Change
+9
Holders Change %
+2.86%
% of All Funds
9.4%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.41%
New
45
Increased
80
Reduced
121
Closed
33
Calls
$47.2M
Puts
$64.7M
Net Calls
-$17.5M
Net Calls Change
+$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SSIA
251
Spero-Smith Investment Advisers
Ohio
$225K +$210K +9,650 New
First Manhattan
252
First Manhattan
New York
$215K
AMG
253
Asset Management Group
Connecticut
$209K +$195K +8,928 New
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$203K -$1.09K -50 -0.6%
ACM
255
Alta Capital Management
Utah
$202K +$189K +8,673 New
IIA
256
IPG Investment Advisors
California
$202K +$188K +8,624 New
DAM
257
Delta Asset Management
Tennessee
$186K
PTA
258
Pear Tree Advisors
Massachusetts
$176K +$31K +1,420 +23%
Envestnet Asset Management
259
Envestnet Asset Management
Illinois
$165K +$96.2K +4,413 +168%
CFA
260
Carroll Financial Associates
North Carolina
$164K
BFA
261
BlackRock Fund Advisors
California
$163K +$11.4K +522 +8%
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$158K +$8.63K +396 +6%
TCM
263
Tradewinds Capital Management
Washington
$155K +$145K +6,640 New
WT
264
Whittier Trust
California
$144K
FHA
265
First Horizon Advisors
Tennessee
$144K +$4.34K +199 +3%
ClearBridge Investments
266
ClearBridge Investments
New York
$141K
M&T Bank
267
M&T Bank
New York
$131K
EWM
268
Evercore Wealth Management
New York
$124K -$134K -6,158 -54%
CCM
269
Chilton Capital Management
Texas
$118K
PIA
270
Philadelphia International Advisors
Pennsylvania
$117K -$142K -6,500 -57%
OIA
271
Optimum Investment Advisors
Illinois
$113K
MWP
272
MYCIO Wealth Partners
Pennsylvania
$98K
JIC
273
Joel Isaacson & Co
New York
$94K
FWM
274
Focused Wealth Management
New York
$85K +$131 +6 +0.2%
VNB
275
Valley National Bancorp
New York
$77K +$72K +3,300 New

AMX Hedge Fund Activity: Q4 2013 in Review

324 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q4 2013, worth a combined $8.18B — up 15% from $7.11B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AMX positions and 33 closed out — a net gain of 12 holders — while 80 added to existing stakes and 121 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $186M. The largest seller was Genesis Asset Managers, cutting an estimated $220M.

  • 324 institutional investors held America Movil (AMX) as of Q4 2013, up from 315 in Q3 2013.
  • Funds reported $8.18B of America Movil stock for Q4 2013, up 15% quarter-over-quarter.
  • 45 funds opened new America Movil positions in Q4 2013 and 33 closed out, a net change of +12 holders.
  • The largest America Movil buyer in Q4 2013 was Morgan Stanley, an estimated $186M added.
  • The largest America Movil seller in Q4 2013 was Genesis Asset Managers, an estimated $220M sold.

Based on aggregated 13F filings for Q4 2013.