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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
APG Asset Management
26
APG Asset Management
Netherlands
$35.9M -$2.38M -128,500 -5%
State of New Jersey Common Pension Fund D
27
State of New Jersey Common Pension Fund D
New Jersey
$34.3M +$863K +46,670 +3%
Ameriprise
28
Ameriprise
Minnesota
$33.4M -$9.97M -539,037 -24%
IUHSA
29
Itau Unibanco Holding S.A.
Brazil
$33.4M +$10.1M +547,056 +45%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$32.9M -$26M -1,402,891 -45%
State Street
31
State Street
Massachusetts
$29.4M -$4.02M -217,494 -12%
PMG
32
Private Management Group
California
$29.2M -$278K -15,041 -1%
Morgan Stanley
33
Morgan Stanley
New York
$28.6M -$6.74M -364,226 -20%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$27.5M -$11.9K -642 -0%
DCM
35
Driehaus Capital Management
Illinois
$26.7M +$8.59M +464,251 +50%
BS
36
Banco Santander
Spain
$24.1M +$23.9M +1,289,848 New
CAM
37
ClariVest Asset Management
California
$22.6M +$1.18M +63,700 +6%
SEI Investments
38
SEI Investments
Pennsylvania
$22.4M -$257K -13,880 -1%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$19.8M +$1.29M +69,859 +7%
Invesco
40
Invesco
Georgia
$19.1M +$2.85M +154,330 +18%
BIP
41
Brandes Investment Partners
California
$18.8M -$762K -41,169 -4%
CBT
42
Capital Bank & Trust
California
$18.7M +$9.83M +531,201 +119%
Renaissance Technologies
43
Renaissance Technologies
New York
$16.5M +$5.7M +308,000 +55%
UBS Group
44
UBS Group
Switzerland
$16.2M +$4.93M +266,656 +46%
Fidelity International
45
Fidelity International
Bermuda
$14.4M +$1.57M +85,078 +13%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$13.1M +$687K +37,138 +6%
EVM
47
Eaton Vance Management
Massachusetts
$12.6M +$6.09M +329,388 +100%
Nordea Investment Management
48
Nordea Investment Management
Sweden
$11.1M +$3.25M +175,474 +43%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$10.8M -$596K -32,216 -5%
JP Morgan Chase
50
JP Morgan Chase
New York
$10.7M +$116K +6,271 +1%

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.