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America Movil
AMX

338 hedge funds and large institutions have $8.46B invested in America Movil in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 91 increasing their positions, 124 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 18

75% more call options, than puts

Call options by funds: $137M | Put options by funds: $77.9M

55% more funds holding in top 10

Funds holding in top 10: 11 → 17 (+6)

21% more capital invested

Capital invested by funds: $6.99B → $8.46B (+$1.48B)

9% more funds holding

Funds holding: 310 → 338 (+28)

0.64% more ownership

Funds ownership: 6.33% → 6.97% (+0.64%)

27% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 124

Holders
338
Holders Change
+28
Holders Change %
+9.03%
% of All Funds
9.81%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.49%
New
48
Increased
91
Reduced
124
Closed
18
Calls
$137M
Puts
$77.9M
Net Calls
+$58.7M
Net Calls Change
+$66.3M

Top Buyers

Rank Fund Capital Flow
1
O
OppenheimerFunds
New York
+$303M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$172M
3
TIM
Thornburg Investment Management
New Mexico
+$87.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$75.8M
5
VCM
Valiant Capital Management
California
+$63.8M

Top Sellers

Rank Fund Capital Flow
1
MIP
Mondrian Investment Partners
United Kingdom
-$213M
2
Norges Bank
Norges Bank
Norway
-$169M
3
GAM
Genesis Asset Managers
United Kingdom
-$160M
4
BIP
Brandes Investment Partners
California
-$151M
5
Morgan Stanley
Morgan Stanley
New York
-$44.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
251
Hollencrest Capital Management
California
$246K – – –
Parallax Volatility Advisers
252
Parallax Volatility Advisers
California
$245K +$70.3K +2,923 +43%
JIC
253
Johnson Investment Counsel
Ohio
$244K – – –
PTA
254
Pear Tree Advisors
Massachusetts
$244K – – –
BRWA
255
B. Riley Wealth Advisors
Florida
$243K -$3.61K -150 -2%
SSIA
256
Spero-Smith Investment Advisers
Ohio
$243K – – –
DWA
257
Douglass Winthrop Advisors
New York
$241K +$230K +9,546 New
AMG
258
Asset Management Group
Connecticut
$227K +$216K +8,997 New
1IC
259
1919 Investment Counsel
Maryland
$226K -$323K -13,428 -60%
First Manhattan
260
First Manhattan
New York
$224K -$7.22K -300 -3%
Fisher Asset Management
261
Fisher Asset Management
Washington
$219K -$33.3K -1,385 -14%
GJIC
262
Gamble Jones Investment Counsel
California
$219K -$32.5K -1,350 -13%
LNWWM
263
Laird Norton Wetherby Wealth Management
California
$218K +$208K +8,631 New
VNB
264
Valley National Bancorp
New York
$216K +$40.9K +1,700 +25%
WS
265
Wedbush Securities
California
$216K +$206K +8,564 New
OA
266
OFI Advisors
Pennsylvania
$214K -$77.6K -3,224 -28%
DAM
267
Delta Asset Management
Tennessee
$201K – – –
GAM
268
Gotham Asset Management
New York
$201K +$192K +7,978 New
DA
269
Dunvegan Associates
California
$182K – – –
OIA
270
Optimum Investment Advisors
Illinois
$170K – – –
FHA
271
First Horizon Advisors
Tennessee
$161K +$3.99K +166 +3%
BFA
272
BlackRock Fund Advisors
California
$157K -$14.5K -604 -9%
TCM
273
Tradewinds Capital Management
Washington
$157K – – –
SEC
274
Seven Eight Capital
New York
$156K +$149K +6,197 New
WT
275
Whittier Trust
California
$155K – – –
9 10
11
12 13

AMX Hedge Fund Activity: Q3 2014 in Review

338 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q3 2014, worth a combined $8.46B — up 21% from $6.99B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AMX positions and 18 closed out — a net gain of 30 holders — while 91 added to existing stakes and 124 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $303M. The largest seller was Mondrian Investment Partners, cutting an estimated $213M.

  • 338 institutional investors held America Movil (AMX) as of Q3 2014, up from 310 in Q2 2014.
  • Funds reported $8.46B of America Movil stock for Q3 2014, up 21% quarter-over-quarter.
  • 48 funds opened new America Movil positions in Q3 2014 and 18 closed out, a net change of +30 holders.
  • The largest America Movil buyer in Q3 2014 was OppenheimerFunds, an estimated $303M added.
  • The largest America Movil seller in Q3 2014 was Mondrian Investment Partners, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2014.