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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
Stifel Financial
176
Stifel Financial
Missouri
$127K -$23.2K -1,949 -15%
KeyBank National Association
177
KeyBank National Association
Ohio
$126K
FAAS
178
First Allied Advisory Services
California
$123K -$96.8K -8,119 -43%
AG
179
Advisor Group
Arizona
$122K -$23.4K -1,966 -16%
BC
180
Bartlett & Co
Ohio
$119K
CA
181
Cullinan Associates
Kentucky
$114K
BBHC
182
Brown Brothers Harriman & Co
New York
$114K +$119K +10,000 New
GWM
183
Geneos Wealth Management
Colorado
$111K +$83 +7 +0.1%
IR
184
Invictus RG
Bermuda
$93K +$96.7K +8,103 New
DAM
185
Delta Asset Management
Tennessee
$91K
WT
186
Whittier Trust
California
$86K
GT
187
Glenmede Trust
Pennsylvania
$81K
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$74K
BWA
189
Burt Wealth Advisors
Maryland
$68K -$2.36K -198 -3%
S
190
SignatureFD
Georgia
$68K +$2.03K +170 +3%
JFA
191
JNBA Financial Advisors
Minnesota
$68K +$71.2K +5,968 New
FTUS
192
Flow Traders U.S.
New York
$66K +$68K +5,700 +5,700%
IA
193
IFP Advisors
Florida
$52K -$5.96K -500 -10%
FANJ
194
Financial Architects (New Jersey)
New Jersey
$51K +$41.7K +3,500 +350%
HI
195
Handelsinvest Investeringsforvaltning
Denmark
$49K
MWP
196
MYCIO Wealth Partners
Pennsylvania
$48K
TCM
197
Tradewinds Capital Management
Washington
$44K
MFW
198
Mosaic Family Wealth
Missouri
$43K +$8.05K +675 +22%
Daiwa Securities Group
199
Daiwa Securities Group
Japan
$39K -$34.6K -2,900 -46%
DADC
200
D.A. Davidson & Co
Montana
$38K +$11.6K +971 +41%

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.