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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
LBG
51
Lloyds Banking Group
United Kingdom
$26.8M +$384K +17,600 +2%
SAM
52
Sentinel Asset Management
Vermont
$25.1M -$165K -7,550 -0.7%
SO
53
STRS Ohio
Ohio
$24.4M -$6.43M -294,867 -22%
OCM
54
Oaktree Capital Management
California
$23.8M +$19.9M +912,177 +860%
Deutsche Bank
55
Deutsche Bank
Germany
$23.6M +$16.4M +752,000 +292%
Nordea Investment Management
56
Nordea Investment Management
Sweden
$23.5M -$3.79M -173,968 -15%
Arrowstreet Capital
57
Arrowstreet Capital
Massachusetts
$22.4M -$3.09M -141,817 -13%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$21.5M -$15.7M -721,128 -44%
HMC
59
Harvard Management Company
Massachusetts
$20.8M
Aviva
60
Aviva
United Kingdom
$19.9M -$1.98M -90,697 -10%
Janus Henderson Group
61
Janus Henderson Group
United Kingdom
$18.2M -$3.38M -154,981 -17%
State of New Jersey Common Pension Fund D
62
State of New Jersey Common Pension Fund D
New Jersey
$17.4M +$16.3M +745,721 New
BTS
63
BB&T Securities
Virginia
$17.2M +$200K +9,187 +14%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$16.6M +$11.5M +528,309 +290%
Franklin Resources
65
Franklin Resources
California
$16.1M -$4.16M -190,700 -22%
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$15.9M +$6.58M +301,718 +79%
Mitsubishi UFJ Trust & Banking
67
Mitsubishi UFJ Trust & Banking
Japan
$15.3M +$135K +6,200 +1%
Northern Trust
68
Northern Trust
Illinois
$15.3M +$2M +91,804 +16%
AIA
69
AGF Investments America
Ontario, Canada
$13.8M -$231K -10,600 -2%
MAA
70
Managed Account Advisors
New Jersey
$12.6M +$5.55M +254,749 +90%
AllianceBernstein
71
AllianceBernstein
Tennessee
$12.3M -$427K -19,600 -4%
BNP Paribas Asset Management
72
BNP Paribas Asset Management
France
$12.1M -$4.81M -220,400 -30%
GF
73
Gabelli Funds
New York
$11.8M -$109K -5,000 -1%
GWM
74
Greenwich Wealth Management
Connecticut
$11.7M
AAM
75
Auxier Asset Management
Oregon
$11.2M +$436K +20,000 +4%

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.