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America Movil

276 hedge funds and large institutions have $3.03B invested in America Movil in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 76 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more call options, than puts

Call options by funds: $25M | Put options by funds: $5.88M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more capital invested

Capital invested by funds: $2.81B → $3.03B (+$222M)

7% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 76

0% more ownership

Funds ownership: 0.53%0.53% (+0%)

0% less funds holding

Funds holding: 277276 (-1)

2% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 43

Holders
276
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
5.66%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
42
Increased
81
Reduced
76
Closed
43
Calls
$25M
Puts
$5.88M
Net Calls
+$19.1M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
176
AllianceBernstein
Tennessee
$160K
Brown Advisory
177
Brown Advisory
Maryland
$160K
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$160K +$90.1K +7,209 +125%
LNWWM
179
Laird Norton Wetherby Wealth Management
California
$158K -$179K -14,353 -54%
JWCA
180
J.W. Coons Advisors
Ohio
$157K
HS
181
Haafor (Singapore)
Singapore
$156K -$178K -14,265 -54%
WCM
182
Weld Capital Management
New York
$152K +$149K +11,948 New
CM
183
Caption Management
Oklahoma
$152K +$150K +12,000 New
Cerity Partners
184
Cerity Partners
New York
$144K
CT
185
Chicago Trust
Illinois
$144K
POIA
186
Pin Oak Investment Advisors
Texas
$138K
ACI
187
AMP Capital Investors
Australia
$137K +$133K +10,677 New
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$135K
Cambridge Investment Research Advisors
189
Cambridge Investment Research Advisors
Iowa
$132K +$130K +10,397 New
OIA
190
OneDigital Investment Advisors
Kansas
$129K -$3K -240 -2%
BBHC
191
Brown Brothers Harriman & Co
New York
$128K +$1.5K +120 +1%
NSIM
192
North Star Investment Management
Illinois
$122K
BCWM
193
Bartlett & Co Wealth Management
Ohio
$108K
S
194
SignatureFD
Georgia
$108K -$8.73K -699 -8%
BC
195
Bartlett & Co
Ohio
$107K
CCM
196
Covington Capital Management
California
$106K
HR
197
Howe & Rusling
New York
$99K
AF
198
Advisornet Financial
Minnesota
$89K -$62.2K -4,975 -41%
GWM
199
Geneos Wealth Management
Colorado
$86K -$27.4K -2,196 -24%
RWA
200
Ropes Wealth Advisors
Massachusetts
$86K +$84.5K +6,763 New

AMX Hedge Fund Activity: Q2 2020 in Review

276 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q2 2020, worth a combined $3.03B — up 7.9% from $2.81B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of AMX and 42 opened new positions — a net loss of 1 holder — while 76 trimmed existing stakes and 81 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $225M. The largest seller was Invesco, cutting an estimated $266M.

  • 276 institutional investors held America Movil (AMX) as of Q2 2020, down from 277 in Q1 2020.
  • Funds reported $3.03B of America Movil stock for Q2 2020, up 7.9% quarter-over-quarter.
  • 42 funds opened new America Movil positions in Q2 2020 and 43 closed out, a net change of -1 holder.
  • The largest America Movil buyer in Q2 2020 was Capital World Investors, an estimated $225M added.
  • The largest America Movil seller in Q2 2020 was Invesco, an estimated $266M sold.

Based on aggregated 13F filings for Q2 2020.