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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
ST
301
Stifel Trust
Missouri
$24K
AA
302
Apriem Advisors
California
$23K
LIA
303
LS Investment Advisors
Michigan
$23K
HI
304
Hudock Inc
Pennsylvania
$21K
LWCFA
305
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K
KPCM
306
Kings Point Capital Management
New York
$19K
CCS
307
Crosspoint Capital Strategies
California
$17K +$19.6K +898 New
TFA
308
Transamerica Financial Advisors
Florida
$15K
BCI
309
Brinker Capital Investments
Pennsylvania
$14K
SMA
310
Simply Money Advisors
Ohio
$14K +$109 +5 +0.8%
CP
311
Corbenic Partners
Pennsylvania
$11K
PAS
312
Partnervest Advisory Services
California
$11K +$6.28K +288 +162%
CHC
313
City Holding Co
West Virginia
$10K +$9.11K +418 New
BPBT
314
Boston Private Bank & Trust
Massachusetts
$9K
VIA
315
Vantage Investment Advisors
Pennsylvania
$7K +$6.54K +300 New
ECM
316
Exchange Capital Management
Michigan
$6K
JFGIW
317
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K
LNB
318
Ledyard National Bank
$6K +$5.45K +250 New
ZTNA
319
Zions Trust National Association
Utah
$5K +$4.36K +200 New
OSAM
320
O'Shaughnessy Asset Management
Connecticut
$4K +$3.6K +165 New
ASN
321
Advisory Services Network
Georgia
$4K +$4.14K +190 New
MFS
322
MSI Financial Services
Massachusetts
$3K -$5.6K -257 -68%
ECM
323
ETrade Capital Management
Virginia
$1K -$18K -825 -95%
RIA
324
Regal Investment Advisors
Michigan
$1K
Manulife (Manufacturers Life Insurance)
325
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$143 +$75.6K +3,466 +130%

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.