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America Movil

310 hedge funds and large institutions have $6.99B invested in America Movil in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 100 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $6.8B → $6.99B (+$191M)

0.25% more ownership

Funds ownership: 6.08%6.33% (+0.25%)

0% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 100

3% less funds holding

Funds holding: 320310 (-10)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

18% less call options, than puts

Call options by funds: $35.9M | Put options by funds: $43.5M

21% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 43

Holders
310
Holders Change
-10
Holders Change %
-3.13%
% of All Funds
8.91%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
34
Increased
100
Reduced
100
Closed
43
Calls
$35.9M
Puts
$43.5M
Net Calls
-$7.61M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Change in
Stake
IUAM
51
Itau USA Asset Management
New York
$24.7M +$7.63M +381,000 +47%
SO
52
STRS Ohio
Ohio
$21.7M
Nordea Investment Management
53
Nordea Investment Management
Sweden
$20.5M +$725K +36,197 +4%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$19M -$112K -5,581 -0.6%
HMC
55
Harvard Management Company
Massachusetts
$18.5M
NI
56
Numeric Investors
Massachusetts
$18M +$15.1M +755,500 +671%
BII
57
Baring International Investment
United Kingdom
$18M -$5.44M -271,766 -24%
Schroder Investment Management Group
58
Schroder Investment Management Group
United Kingdom
$15.5M -$102M -5,111,205 -87%
BNP Paribas Asset Management
59
BNP Paribas Asset Management
France
$15.4M +$1.96M +98,100 +15%
BIM
60
BlackRock Investment Management
Delaware
$13.3M +$3.92M +195,668 +44%
MAA
61
Managed Account Advisors
New Jersey
$13.2M -$4.45M -222,212 -26%
Asset Management One
62
Asset Management One
Japan
$11.8M +$11.2M +557,124 +5,140%
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$11.7M -$1.9M -94,800 -14%
GF
64
Gabelli Funds
New York
$10.9M +$360K +18,000 +4%
GWM
65
Greenwich Wealth Management
Connecticut
$10.4M
AAM
66
Auxier Asset Management
Oregon
$10.2M +$96.1K +4,800 +1%
U
67
UBS
Switzerland
$9.62M +$34.2K +1,706 +0.4%
AIA
68
AGF Investments America
Ontario, Canada
$9.01M -$781K -39,000 -8%
OSAM
69
O'Shaughnessy Asset Management
Connecticut
$8.93M +$7.45M +372,055 +637%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$8.69M -$2.9M -144,772 -26%
AllianceBernstein
71
AllianceBernstein
Tennessee
$8.65M -$2.18M -108,761 -21%
ICP
72
Indus Capital Partners
New York
$8.43M +$8.13M +406,100 New
GXMC
73
Global X Management Company
New York
$8.31M -$1.58M -79,156 -17%
USAA
74
United Services Automobile Association
Texas
$8.13M +$57K +2,846 +0.7%
Wellington Management Group
75
Wellington Management Group
Massachusetts
$8.11M +$2.99M +149,557 +62%

AMX Hedge Fund Activity: Q2 2014 in Review

310 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q2 2014, worth a combined $6.99B — up 2.8% from $6.8B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of AMX and 34 opened new positions — a net loss of 9 holders — while 100 trimmed existing stakes and 100 added.

The largest buyer was Thornburg Investment Management, opening a new position worth an estimated $270M. The largest seller was OppenheimerFunds, cutting an estimated $223M.

  • 310 institutional investors held America Movil (AMX) as of Q2 2014, down from 320 in Q1 2014.
  • Funds reported $6.99B of America Movil stock for Q2 2014, up 2.8% quarter-over-quarter.
  • 34 funds opened new America Movil positions in Q2 2014 and 43 closed out, a net change of -9 holders.
  • The largest America Movil buyer in Q2 2014 was Thornburg Investment Management, an estimated $270M added.
  • The largest America Movil seller in Q2 2014 was OppenheimerFunds, an estimated $223M sold.

Based on aggregated 13F filings for Q2 2014.