America Movil
252 hedge funds and large institutions have $3.06B invested in America Movil in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 79 increasing their positions, 83 reducing their positions, and 32 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
3% less capital invested
Capital invested by funds: $3.17B → $3.06B (-$101M)
5% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 83
4.66% less ownership
Funds ownership: 10.94% → 6.28% (-4.7%)
7% less funds holding
Funds holding: 272 → 252 (-20)
53% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 32
71% less call options, than puts
Call options by funds: $6.15M | Put options by funds: $21.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$217M |
| 2 |
WGI
Westwood Global Investments
Boston,
Massachusetts
|
+$57.6M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$54.3M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$22M |
| 5 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$18.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$75.1M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$41.4M |
| 3 |
Renaissance Technologies
New York
|
-$24.8M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$24.1M |
| 5 |
BG
BlackRock Group
London,
United Kingdom
|
-$23.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCIA
276
Campbell & Co Investment Adviser
Baltimore,
Maryland
| – | -$174K | -14,169 | Closed |
|
277
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| – | -$135K | -11,025 | Closed |
|
|
HCM
278
Hollencrest Capital Management
Newport Beach,
California
| – | -$131K | -10,750 | Closed |
|
|
HIIFS
279
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| – | -$114K | -9,310 | Closed |
|
280
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$82K | -6,747 | Closed |
|
|
CCA
281
Checchi Capital Advisers
Beverly Hills,
California
| – | -$78K | -6,333 | Closed |
|
|
IPC
282
Independent Portfolio Consultants
Boca Raton,
Florida
| – | -$19K | -1,575 | Closed |
|
|
FWM
283
Focused Wealth Management
Newburgh,
New York
| – | -$18K | -1,440 | Closed |
|
|
TCOV
284
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$4K | -305 | Closed |
|
AMX Hedge Fund Activity: Q3 2016 in Review
252 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q3 2016, worth a combined $3.06B — down 3.2% from $3.17B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of AMX and 15 opened new positions — a net loss of 17 holders — while 83 trimmed existing stakes and 79 added.
The largest buyer was Lazard Asset Management, adding an estimated $217M. The largest seller was Harding Loevner, cutting an estimated $75.1M.
- 252 institutional investors held America Movil (AMX) as of Q3 2016, down from 272 in Q2 2016.
- Funds reported $3.06B of America Movil stock for Q3 2016, down 3.2% quarter-over-quarter.
- 15 funds opened new America Movil positions in Q3 2016 and 32 closed out, a net change of -17 holders.
- The largest America Movil buyer in Q3 2016 was Lazard Asset Management, an estimated $217M added.
- The largest America Movil seller in Q3 2016 was Harding Loevner, an estimated $75.1M sold.
Based on aggregated 13F filings for Q3 2016.