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America Movil
AMX

251 hedge funds and large institutions have $3.44B invested in America Movil in 2016 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $51.8M | Put options by funds: $19M

19% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 68

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

12% more capital invested

Capital invested by funds: $3.06B → $3.44B (+$377M)

0% less funds holding

Funds holding: 252 → 251 (-1)

5.67% less ownership

Funds ownership: 6.28% → 0.62% (-5.7%)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
251
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
6.28%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
36
Increased
81
Reduced
68
Closed
32
Calls
$51.8M
Puts
$19M
Net Calls
+$32.8M
Net Calls Change
+$47.8M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$81.7M
2
PPA
Parametric Portfolio Associates
Washington
+$36.9M
3
BIT
BlackRock Institutional Trust
California
+$34.6M
4
OCM
Oaktree Capital Management
California
+$29.2M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$20.8M

Top Sellers

Rank Fund Capital Flow
1
Credit Agricole
Credit Agricole
France
-$100M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$62.2M
3
Renaissance Technologies
Renaissance Technologies
New York
-$28.9M
4
Wells Fargo
Wells Fargo
California
-$18.2M
5
CCM
Causeway Capital Management
California
-$17M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
101
Profund Advisors
Maryland
$1.26M -$603K -49,830 -33%
GC
102
Guggenheim Capital
Illinois
$1.23M +$372K +30,701 +46%
Calamos Advisors
103
Calamos Advisors
Illinois
$1.09M – – –
LTFS
104
Ladenburg Thalmann Financial Services
Florida
$1.05M +$1.56K +129 +0.2%
CP
105
Camelot Portfolios
Ohio
$1.01M +$13.3K +1,097 +1%
BCM
106
Bayesian Capital Management
New York
$991K +$954K +78,800 New
GI
107
GAMCO Investors
Connecticut
$980K – – –
PVWM
108
Point View Wealth Management
New Jersey
$977K +$112K +9,283 +14%
COPPSERS
109
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$933K – – –
BFEC
110
Benjamin F. Edwards & Company
Missouri
$920K – – –
Natixis Advisors
111
Natixis Advisors
Massachusetts
$908K +$499K +41,197 +133%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$891K +$10.2K +846 +1%
CCM
113
Chickasaw Capital Management
Tennessee
$888K – – –
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$865K +$116K +9,550 +16%
AI
115
Axiom Investors
Connecticut
$861K +$787 +65 +0.1%
Creative Planning
116
Creative Planning
Kansas
$816K +$3.62K +299 +0.5%
MCM
117
MAI Capital Management
Ohio
$762K – – –
ED
118
Exane Derivatives
France
$751K -$25.1K -2,071 -3%
FIM
119
Freedom Investment Management
Connecticut
$696K +$92.1K +7,605 +16%
SBIA
120
Sheaff Brock Investment Advisors
Indiana
$691K +$4.72K +390 +0.7%
EFS
121
Essex Financial Services
Connecticut
$631K – – –
ST
122
Spot Trading
Illinois
$624K +$282K +23,323 +89%
First Trust Advisors
123
First Trust Advisors
Illinois
$589K +$568K +46,864 New
NIT
124
NumerixS Investment Technologies
British Columbia, Canada
$574K +$367K +30,330 +198%
Citigroup
125
Citigroup
New York
$572K -$1.21M -100,191 -69%
3 4
5
6 7

AMX Hedge Fund Activity: Q4 2016 in Review

251 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q4 2016, worth a combined $3.44B — up 12% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AMX positions and 32 closed out — a net gain of 4 holders — while 81 added to existing stakes and 68 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $81.7M. The largest seller was Credit Agricole, cutting an estimated $100M.

  • 251 institutional investors held America Movil (AMX) as of Q4 2016, down from 252 in Q3 2016.
  • Funds reported $3.44B of America Movil stock for Q4 2016, up 12% quarter-over-quarter.
  • 36 funds opened new America Movil positions in Q4 2016 and 32 closed out, a net change of +4 holders.
  • The largest America Movil buyer in Q4 2016 was Wellington Management Group, an estimated $81.7M added.
  • The largest America Movil seller in Q4 2016 was Credit Agricole, an estimated $100M sold.

Based on aggregated 13F filings for Q4 2016.