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America Movil

310 hedge funds and large institutions have $6.99B invested in America Movil in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 100 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $6.8B → $6.99B (+$191M)

0.25% more ownership

Funds ownership: 6.08%6.33% (+0.25%)

0% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 100

3% less funds holding

Funds holding: 320310 (-10)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

18% less call options, than puts

Call options by funds: $35.9M | Put options by funds: $43.5M

21% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 43

Holders
310
Holders Change
-10
Holders Change %
-3.13%
% of All Funds
8.91%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
34
Increased
100
Reduced
100
Closed
43
Calls
$35.9M
Puts
$43.5M
Net Calls
-$7.61M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
201
Private Advisor Group
New Jersey
$330K +$64K +3,195 +25%
GVT
202
Genesee Valley Trust
New York
$324K +$313K +15,622 New
BC
203
Burney Company
Virginia
$296K -$10.1K -505 -3%
KeyBank National Association
204
KeyBank National Association
Ohio
$290K +$12.5K +626 +5%
TCT
205
TIAA CREF Trust
Missouri
$288K +$45.6K +2,276 +20%
RJFSA
206
Raymond James Financial Services Advisors
Florida
$283K -$12K -600 -4%
CCA
207
Checchi Capital Advisers
California
$277K +$268K +13,373 New
Neuberger Berman Group
208
Neuberger Berman Group
New York
$275K -$18.6K -930 -7%
LTFS
209
Ladenburg Thalmann Financial Services
Florida
$275K +$18.1K +906 +7%
FNT
210
First National Trust
Pennsylvania
$274K -$19.2K -960 -7%
QIM
211
Quantitative Investment Management
Virginia
$265K +$256K +12,800 New
Bessemer Group
212
Bessemer Group
New Jersey
$260K
Lazard Asset Management
213
Lazard Asset Management
New York
$255K +$6.01K +300 +3%
CCM
214
Covington Capital Management
California
$252K
OA
215
OFI Advisors
Pennsylvania
$243K +$7.47K +373 +3%
NFA
216
Nationwide Fund Advisors
Ohio
$239K
BMO
217
Beck Mack & Oliver
New York
$232K
DBG
218
De Burlo Group
Massachusetts
$231K -$4K -200 -2%
AWS
219
Aris Wealth Services
Pennsylvania
$228K +$220K +11,000 New
LPL Financial
220
LPL Financial
California
$226K -$252K -12,574 -54%
CAN
221
Cetera Advisor Networks
California
$223K -$1.96K -98 -0.9%
RIL
222
Rothschild Investment LLC
Illinois
$222K +$214K +10,690 New
Axa
223
Axa
France
$222K +$215K +10,717 New
WP
224
WMS Partners
Maryland
$221K -$12K -600 -5%
BFO
225
Boston Family Office
Massachusetts
$216K -$259K -12,940 -55%

AMX Hedge Fund Activity: Q2 2014 in Review

310 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q2 2014, worth a combined $6.99B — up 2.8% from $6.8B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of AMX and 34 opened new positions — a net loss of 9 holders — while 100 trimmed existing stakes and 100 added.

The largest buyer was Thornburg Investment Management, opening a new position worth an estimated $270M. The largest seller was OppenheimerFunds, cutting an estimated $223M.

  • 310 institutional investors held America Movil (AMX) as of Q2 2014, down from 320 in Q1 2014.
  • Funds reported $6.99B of America Movil stock for Q2 2014, up 2.8% quarter-over-quarter.
  • 34 funds opened new America Movil positions in Q2 2014 and 43 closed out, a net change of -9 holders.
  • The largest America Movil buyer in Q2 2014 was Thornburg Investment Management, an estimated $270M added.
  • The largest America Movil seller in Q2 2014 was OppenheimerFunds, an estimated $223M sold.

Based on aggregated 13F filings for Q2 2014.