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America Movil

270 hedge funds and large institutions have $3.47B invested in America Movil in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more capital invested

Capital invested by funds: $3.17B → $3.47B (+$303M)

2.52% less ownership

Funds ownership: 11.29%8.77% (-2.5%)

4% less funds holding

Funds holding: 280270 (-10)

14% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 93

22% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 37

83% less call options, than puts

Call options by funds: $4.02M | Put options by funds: $23.3M

Holders
270
Holders Change
-10
Holders Change %
-3.57%
% of All Funds
7.19%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
29
Increased
80
Reduced
93
Closed
37
Calls
$4.02M
Puts
$23.3M
Net Calls
-$19.3M
Net Calls Change
-$9.33M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
176
Rothschild Investment LLC
Illinois
$216K +$8.59K +622 +5%
LPL Financial
177
LPL Financial
California
$214K -$26.4K -1,911 -12%
CIBC World Market
178
CIBC World Market
Ontario, Canada
$206K -$5.5K -398 -3%
JIC
179
Johnson Investment Counsel
Ohio
$191K +$24.6K +1,780 +17%
BCM
180
Beck Capital Management
Texas
$190K +$169K +12,250 New
CIC
181
Cutler Investment Counsel
Oregon
$188K
PSUF
182
People's United Financial
Connecticut
$187K -$80.8K -5,845 -33%
KeyBank National Association
183
KeyBank National Association
Ohio
$184K
Daiwa Securities Group
184
Daiwa Securities Group
Japan
$179K -$53.9K -3,900 -25%
PPCM
185
Pillar Pacific Capital Management
California
$177K
Luther King Capital Management (LKCM)
186
Luther King Capital Management (LKCM)
Texas
$171K
BRWA
187
B. Riley Wealth Advisors
Florida
$171K +$152K +11,012 New
HCM
188
Hollencrest Capital Management
California
$167K -$17.5K -1,269 -11%
BC
189
Bartlett & Co
Ohio
$162K
CA
190
Cullinan Associates
Kentucky
$155K
Barclays
191
Barclays
United Kingdom
$154K -$926K -66,991 -87%
GWM
192
Geneos Wealth Management
Colorado
$152K +$135K +9,751 New
HIIFS
193
Harel Insurance Investments & Financial Services
Israel
$145K +$12.1K +873 +10%
AIG
194
American International Group
New York
$130K -$110K -7,946 -49%
DAM
195
Delta Asset Management
Tennessee
$124K
WT
196
Whittier Trust
California
$120K -$80.5K -5,828 -43%
MFS
197
MSI Financial Services
Massachusetts
$113K
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$112K -$566 -41 -0.6%
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$100K
CCA
200
Checchi Capital Advisers
California
$100K +$88.9K +6,434 New

AMX Hedge Fund Activity: Q1 2016 in Review

270 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q1 2016, worth a combined $3.47B — up 9.6% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of AMX and 29 opened new positions — a net loss of 8 holders — while 93 trimmed existing stakes and 80 added.

The largest buyer was Capital International Investors, adding an estimated $59.6M. The largest seller was OppenheimerFunds, cutting an estimated $98.3M.

  • 270 institutional investors held America Movil (AMX) as of Q1 2016, down from 280 in Q4 2015.
  • Funds reported $3.47B of America Movil stock for Q1 2016, up 9.6% quarter-over-quarter.
  • 29 funds opened new America Movil positions in Q1 2016 and 37 closed out, a net change of -8 holders.
  • The largest America Movil buyer in Q1 2016 was Capital International Investors, an estimated $59.6M added.
  • The largest America Movil seller in Q1 2016 was OppenheimerFunds, an estimated $98.3M sold.

Based on aggregated 13F filings for Q1 2016.