America Movil
294 hedge funds and large institutions have $4.45B invested in America Movil in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 118 reducing their positions, and 40 closing their positions.
1.49% more ownership
Funds ownership: 10.37% → 11.85% (+1.5%)
5% less funds holding
Funds holding: 311 → 294 (-17)
15% less call options, than puts
Call options by funds: $43.2M | Put options by funds: $50.7M
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
29% less capital invested
Capital invested by funds: $6.23B → $4.45B (-$1.78B)
35% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 40
37% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 118
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$263M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$38.5M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$36.6M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$32.2M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
+$22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$220M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$115M |
| 3 |
Morgan Stanley
New York
|
-$78.4M |
| 4 |
CI
Cambiar Investors
Denver,
Colorado
|
-$72.6M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$71.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
Pacer Advisors
Malvern,
Pennsylvania
| – | -$202K | -9,476 | Closed |
|
327
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$115K | -5,400 | Closed |
|
|
IRS
328
Invictus RG (Singapore)
Singapore
| – | -$56K | -2,614 | Closed |
|
329
Parallax Volatility Advisers
San Francisco,
California
| – | -$37K | -1,717 | Closed |
|
|
W
330
Wealthfront
Palo Alto,
California
| – | -$23K | -1,063 | Closed |
|
|
BRWM
331
B. Riley Wealth Management
Memphis,
Tennessee
| – | -$7K | -372 | Closed |
|
|
CCS
332
Crosspoint Capital Strategies
Orinda,
California
| – | -$6K | -297 | Closed |
|
|
S
333
SignatureFD
Atlanta,
Georgia
| – | -$2K | -107 | Closed |
|
|
WCM
334
Wealthcare Capital Management
Richmond,
Virginia
| – | -$2K | -106 | Closed |
|
|
QCG
335
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$1K | -63 | Closed |
|
AMX Hedge Fund Activity: Q3 2015 in Review
294 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q3 2015, worth a combined $4.45B — down 29% from $6.23B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of AMX and 26 opened new positions — a net loss of 14 holders — while 118 trimmed existing stakes and 74 added.
The largest buyer was Lazard Asset Management, adding an estimated $263M. The largest seller was OppenheimerFunds, cutting an estimated $220M.
- 294 institutional investors held America Movil (AMX) as of Q3 2015, down from 311 in Q2 2015.
- Funds reported $4.45B of America Movil stock for Q3 2015, down 29% quarter-over-quarter.
- 26 funds opened new America Movil positions in Q3 2015 and 40 closed out, a net change of -14 holders.
- The largest America Movil buyer in Q3 2015 was Lazard Asset Management, an estimated $263M added.
- The largest America Movil seller in Q3 2015 was OppenheimerFunds, an estimated $220M sold.
Based on aggregated 13F filings for Q3 2015.