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America Movil

252 hedge funds and large institutions have $3.06B invested in America Movil in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 79 increasing their positions, 83 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3% less capital invested

Capital invested by funds: $3.17B → $3.06B (-$101M)

5% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 83

4.66% less ownership

Funds ownership: 10.94%6.28% (-4.7%)

7% less funds holding

Funds holding: 272252 (-20)

53% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 32

71% less call options, than puts

Call options by funds: $6.15M | Put options by funds: $21.2M

Holders
252
Holders Change
-20
Holders Change %
-7.35%
% of All Funds
6.72%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
15
Increased
79
Reduced
83
Closed
32
Calls
$6.15M
Puts
$21.2M
Net Calls
-$15M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
151
Cambridge Investment Research Advisors
Iowa
$252K +$11.4K +953 +5%
Mariner
152
Mariner
Kansas
$250K +$83.8K +7,023 +47%
HL
153
Harding Loevner
New Jersey
$249K -$75.1M -6,293,118 -100%
BFM
154
Boston Financial Management
Massachusetts
$246K
CS
155
Cannell & Spears
New York
$245K
RFA
156
Reilly Financial Advisors
California
$217K
PNC
157
Park National Corp
Ohio
$210K -$16.1K -1,350 -7%
CCWA
158
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$206K +$215K +18,000 New
SLG
159
Stanley-Laman Group
Pennsylvania
$204K
EDRAMF
160
Edmond de Rothschild Asset Management (France)
France
$194K -$339K -28,400 -63%
EDRH
161
Edmond de Rothschild Holding
Switzerland
$194K -$339K -28,400 -63%
CSIC
162
Clifford Swan Investment Counsel
California
$185K
Geode Capital Management
163
Geode Capital Management
Massachusetts
$179K +$50.4K +4,224 +37%
PP
164
Paloma Partners
Connecticut
$178K -$175K -14,697 -49%
GAM
165
Gotham Asset Management
New York
$177K +$185K +15,507 New
NIT
166
NumerixS Investment Technologies
British Columbia, Canada
$175K -$867K -72,655 -83%
HDIM
167
Hanson & Doremus Investment Management
Vermont
$161K -$63.4K -5,314 -27%
RIL
168
Rothschild Investment LLC
Illinois
$151K -$3.32K -278 -2%
CIC
169
Cutler Investment Counsel
Oregon
$149K
CIBC World Market
170
CIBC World Market
Ontario, Canada
$147K -$29.5K -2,470 -16%
O
171
OppenheimerFunds
New York
$145K +$14.6K +1,224 +11%
JIC
172
Johnson Investment Counsel
Ohio
$144K +$1.31K +110 +0.9%
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$141K +$147K +12,333 New
CG
174
Caprock Group
Idaho
$131K
PPCM
175
Pillar Pacific Capital Management
California
$130K

AMX Hedge Fund Activity: Q3 2016 in Review

252 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q3 2016, worth a combined $3.06B — down 3.2% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of AMX and 15 opened new positions — a net loss of 17 holders — while 83 trimmed existing stakes and 79 added.

The largest buyer was Lazard Asset Management, adding an estimated $217M. The largest seller was Harding Loevner, cutting an estimated $75.1M.

  • 252 institutional investors held America Movil (AMX) as of Q3 2016, down from 272 in Q2 2016.
  • Funds reported $3.06B of America Movil stock for Q3 2016, down 3.2% quarter-over-quarter.
  • 15 funds opened new America Movil positions in Q3 2016 and 32 closed out, a net change of -17 holders.
  • The largest America Movil buyer in Q3 2016 was Lazard Asset Management, an estimated $217M added.
  • The largest America Movil seller in Q3 2016 was Harding Loevner, an estimated $75.1M sold.

Based on aggregated 13F filings for Q3 2016.