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America Movil

324 hedge funds and large institutions have $8.18B invested in America Movil in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 80 increasing their positions, 121 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 33

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

15% more capital invested

Capital invested by funds: $7.11B → $8.18B (+$1.07B)

3% more funds holding

Funds holding: 315324 (+9)

0.36% more ownership

Funds ownership: 4.89%5.25% (+0.36%)

27% less call options, than puts

Call options by funds: $47.2M | Put options by funds: $64.7M

34% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 121

Holders
324
Holders Change
+9
Holders Change %
+2.86%
% of All Funds
9.4%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.41%
New
45
Increased
80
Reduced
121
Closed
33
Calls
$47.2M
Puts
$64.7M
Net Calls
-$17.5M
Net Calls Change
+$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PVWM
201
Point View Wealth Management
New Jersey
$532K +$496K +22,763 New
GIM
202
Guardian Investment Management
California
$527K +$488K +22,400 New
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$521K +$141K +6,445 +41%
QIM
204
Quantitative Investment Management
Virginia
$486K +$454K +20,800 New
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$485K -$58.6K -2,688 -11%
DA
206
Dunvegan Associates
California
$481K -$35.1K -1,609 -7%
BC
207
Burney Company
Virginia
$478K -$1.47M -67,403 -77%
PNC
208
Park National Corp
Ohio
$469K
TAS
209
TIFF Advisory Services
Pennsylvania
$460K
BIT
210
BlackRock Institutional Trust
California
$428K +$339K +15,566 +567%
ZIG
211
Zuckerman Investment Group
Illinois
$421K
Fisher Asset Management
212
Fisher Asset Management
Washington
$406K -$127K -5,811 -25%
CP
213
Camelot Portfolios
Ohio
$395K +$71.9K +3,296 +24%
CIBC World Market
214
CIBC World Market
Ontario, Canada
$395K +$368K +16,888 New
CLOS
215
Compagnie Lombard Odier SCmA
Switzerland
$395K +$369K +16,921 New
AWA
216
AmeriServ Wealth Advisors
Pennsylvania
$388K
CSIC
217
Clifford Swan Investment Counsel
California
$386K
Citadel Advisors
218
Citadel Advisors
Florida
$383K -$5.78M -264,937 -94%
PAI
219
Pittenger & Anderson Inc
Nebraska
$381K
UCFA
220
United Capital Financial Advisors
Texas
$380K -$101K -4,638 -22%
EGA
221
Emerging Global Advisors
New York
$359K +$96.4K +4,423 +39%
Vanguard Group
222
Vanguard Group
Pennsylvania
$355K
JIC
223
Johnson Investment Counsel
Ohio
$341K -$16.7K -764 -5%
CCM
224
Causeway Capital Management
California
$339K +$316K +14,500 New
RJFSA
225
Raymond James Financial Services Advisors
Florida
$333K +$11K +505 +4%

AMX Hedge Fund Activity: Q4 2013 in Review

324 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q4 2013, worth a combined $8.18B — up 15% from $7.11B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AMX positions and 33 closed out — a net gain of 12 holders — while 80 added to existing stakes and 121 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $186M. The largest seller was Genesis Asset Managers, cutting an estimated $220M.

  • 324 institutional investors held America Movil (AMX) as of Q4 2013, up from 315 in Q3 2013.
  • Funds reported $8.18B of America Movil stock for Q4 2013, up 15% quarter-over-quarter.
  • 45 funds opened new America Movil positions in Q4 2013 and 33 closed out, a net change of +12 holders.
  • The largest America Movil buyer in Q4 2013 was Morgan Stanley, an estimated $186M added.
  • The largest America Movil seller in Q4 2013 was Genesis Asset Managers, an estimated $220M sold.

Based on aggregated 13F filings for Q4 2013.