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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.

New
Increased
Maintained
Reduced
Closed

1.49% more ownership

Funds ownership: 10.37%11.85% (+1.5%)

5% less funds holding

Funds holding: 311294 (-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: 118 (-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

Holders
294
Holders Change
-17
Holders Change %
-5.47%
% of All Funds
8.21%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.22%
New
26
Increased
74
Reduced
118
Closed
40
Calls
$43.2M
Puts
$50.7M
Net Calls
-$7.5M
Net Calls Change
+$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IUAM
51
Itau USA Asset Management
New York
$13.5M +$664K +35,400 +5%
Nordea Investment Management
52
Nordea Investment Management
Sweden
$13.4M +$188K +10,046 +1%
MAMU
53
Marathon Asset Management (UK)
United Kingdom
$13.2M -$6.08M -324,331 -29%
BIM
54
BlackRock Investment Management
Delaware
$13.1M +$99.6K +5,313 +0.7%
Norges Bank
55
Norges Bank
Norway
$13M +$4.55M +242,392 +45%
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$12.5M -$71.3M -3,803,135 -83%
CS
57
Credit Suisse
Switzerland
$12.4M +$874K +46,601 +7%
SO
58
STRS Ohio
Ohio
$11.6M -$6.47M -345,000 -33%
AAM
59
Aberdeen Asset Management
United Kingdom
$11.3M -$450K -24,000 -3%
OMC
60
Old Mission Capital
Illinois
$10.9M +$12.3M +656,611 New
ICP
61
Indus Capital Partners
New York
$10.4M -$414K -22,100 -3%
HP
62
Hosking Partners
United Kingdom
$9.43M +$10.7M +569,827 New
Asset Management One
63
Asset Management One
Japan
$9.4M
Principal Financial Group
64
Principal Financial Group
Iowa
$9.27M -$6.32M -336,839 -38%
VKH
65
Virtu KCG Holdings
New York
$8.75M +$2.88M +153,364 +41%
GF
66
Gabelli Funds
New York
$8.08M
AAM
67
Auxier Asset Management
Oregon
$7.99M -$27.2K -1,450 -0.3%
VF
68
Virtu Financial
New York
$7.96M +$8.51M +454,044 +1,673%
Mitsubishi UFJ Trust & Banking
69
Mitsubishi UFJ Trust & Banking
Japan
$7.91M +$66.6K +3,550 +0.7%
State of New Jersey Common Pension Fund D
70
State of New Jersey Common Pension Fund D
New Jersey
$7.9M +$825K +44,010 +10%
EVM
71
Eaton Vance Management
Massachusetts
$6.9M -$2.25K -120 -0%
DCM
72
Dupont Capital Management
Delaware
$6.38M -$15.8M -842,314 -69%
NYLIM
73
New York Life Investment Management
New York
$6.22M +$1.21M +64,600 +21%
Vanguard Group
74
Vanguard Group
Pennsylvania
$6.09M +$151K +8,074 +2%
BNP Paribas Asset Management
75
BNP Paribas Asset Management
France
$6.08M +$251K +13,400 +4%

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.