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America Movil

289 hedge funds and large institutions have $4.9B invested in America Movil in 2018 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $62M | Put options by funds: $18.8M

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

10% more capital invested

Capital invested by funds: $4.44B → $4.9B (+$458M)

1% more funds holding

Funds holding: 285289 (+4)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less ownership

Funds ownership: 0.59%0.58% (-0%)

14% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 86

Holders
289
Holders Change
+4
Holders Change %
+1.4%
% of All Funds
6.62%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
37
Increased
74
Reduced
86
Closed
31
Calls
$62M
Puts
$18.8M
Net Calls
+$43.2M
Net Calls Change
-$490K
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
276
Accurate Investment Solutions
Pennsylvania
$5K
DSC
277
Duncker Streett & Co
Missouri
$5K
OIA
278
OneDigital Investment Advisors
Kansas
$5K
THWM
279
Taylor Hoffman Wealth Management
Virginia
$5K
QCG
280
Quadrant Capital Group
Ohio
$4K
PFO
281
Pathstone Family Office
New Jersey
$4K +$3.98K +215 New
RCAG
282
Rehmann Capital Advisory Group
Michigan
$4K +$4.16K +225 New
DWM
283
Destination Wealth Management
California
$4K +$4.29K +232 New
SIM
284
Sonora Investment Management
Arizona
$3.82K
GAM
285
Gemmer Asset Management
California
$3K +$2.76K +149 New
APA
286
American Portfolios Advisors
New York
$2.31K +$2.24K +121 New
CAW
287
Cornerstone Advisors (Washington)
Washington
$2K +$1.53K +83 New
WPW
288
Winthrop Partners - WNY
New York
$1.95K +$1.85K +100 New
FRA
289
Front Row Advisors
California
$1K
EFSCE
290
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1.17K +63 New
BBP
291
Banco BTG Pactual
Brazil
-$5.68M -331,041 Closed
Legal & General Group
292
Legal & General Group
United Kingdom
-$5.6M -326,572 Closed
DWA
293
Dorsey Wright & Associates
California
-$5.15M -300,191 Closed
Teacher Retirement System of Texas
294
Teacher Retirement System of Texas
Texas
-$3.53M -206,000 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
295
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$3.47M -202,500 Closed
SGDR
296
SPX Gestao de Recursos
Brazil
-$3.24M -188,846 Closed
OAM
297
Oxford Asset Management
United Kingdom
-$1.7M -99,171 Closed
Millennium Management
298
Millennium Management
New York
-$1.47M -85,479 Closed
TG
299
TCW Group
California
-$1.34M -78,100 Closed
SCM
300
Stevens Capital Management
Pennsylvania
-$713K -41,584 Closed

AMX Hedge Fund Activity: Q1 2018 in Review

289 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q1 2018, worth a combined $4.9B — up 10% from $4.44B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AMX positions and 31 closed out — a net gain of 6 holders — while 74 added to existing stakes and 86 trimmed.

The largest buyer was BlackRock, adding an estimated $70M. The largest seller was AQR Capital Management, cutting an estimated $55.9M.

  • 289 institutional investors held America Movil (AMX) as of Q1 2018, up from 285 in Q4 2017.
  • Funds reported $4.9B of America Movil stock for Q1 2018, up 10% quarter-over-quarter.
  • 37 funds opened new America Movil positions in Q1 2018 and 31 closed out, a net change of +6 holders.
  • The largest America Movil buyer in Q1 2018 was BlackRock, an estimated $70M added.
  • The largest America Movil seller in Q1 2018 was AQR Capital Management, an estimated $55.9M sold.

Based on aggregated 13F filings for Q1 2018.