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America Movil

287 hedge funds and large institutions have $3.29B invested in America Movil in 2018 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $6.39M

26% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 39

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

2% more funds holding

Funds holding: 281287 (+6)

0.01% less ownership

Funds ownership: 0.57%0.56% (-0.01%)

20% less capital invested

Capital invested by funds: $4.12B → $3.29B (-$830M)

32% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 93

Holders
287
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
49
Increased
63
Reduced
93
Closed
39
Calls
$11.2M
Puts
$6.39M
Net Calls
+$4.83M
Net Calls Change
+$8.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$52K -$388 -27 -0.7%
NL
202
NVWM LLC
Pennsylvania
$51K
TCM
203
Tradewinds Capital Management
Washington
$51K
ASN
204
Advisory Services Network
Georgia
$45K +$6.51K +453 +17%
HDIM
205
Hanson & Doremus Investment Management
Vermont
$43K -$15K -1,046 -26%
BFC
206
Bedel Financial Consulting
Indiana
$43K
IIM
207
Ipswich Investment Management
Massachusetts
$42K +$42.2K +2,937 New
CFGS
208
Concourse Financial Group Securities
Alabama
$41K +$15.8K +1,101 +62%
BTNA
209
Bremer Trust National Association
Minnesota
$41K +$41.3K +2,875 New
YWP
210
YorkBridge Wealth Partners
New York
$39K
WAS
211
WESPAC Advisors SoCal
California
$37K
RCAG
212
Rehmann Capital Advisory Group
Michigan
$35.5K +$29.1K +2,027 +438%
OIA
213
Optimum Investment Advisors
Illinois
$35K -$2.87K -200 -8%
PG
214
Patten Group
Tennessee
$34K
PI
215
PEAK6 Investments
Illinois
$31K -$76.2K -5,304 -71%
BAM
216
Bruderman Asset Management
New York
$30K +$30.1K +2,094 New
PCFFS
217
Pacific Center for Financial Services
California
$27K -$1.98K -138 -7%
Simplex Trading
218
Simplex Trading
Illinois
$27K +$28K +1,950 New
WTB
219
Washington Trust Bank
Washington
$26K
CCMW
220
Cypress Capital Management (Wyoming)
Wyoming
$25K
FC
221
Ferris Capital
Massachusetts
$25K
RFC
222
Regions Financial Corp
Alabama
$24K -$483K -33,600 -95%
ESB
223
Essex Savings Bank
Connecticut
$23K +$23K +1,600 New
ClearBridge Investments
224
ClearBridge Investments
New York
$22K
LWM
225
Liberty Wealth Management
California
$22K +$22.3K +1,554 New

AMX Hedge Fund Activity: Q4 2018 in Review

287 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q4 2018, worth a combined $3.29B — down 20% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AMX positions and 39 closed out — a net gain of 10 holders — while 63 added to existing stakes and 93 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $114M. The largest seller was Morgan Stanley, cutting an estimated $87.6M.

  • 287 institutional investors held America Movil (AMX) as of Q4 2018, up from 281 in Q3 2018.
  • Funds reported $3.29B of America Movil stock for Q4 2018, down 20% quarter-over-quarter.
  • 49 funds opened new America Movil positions in Q4 2018 and 39 closed out, a net change of +10 holders.
  • The largest America Movil buyer in Q4 2018 was Capital Research Global Investors, an estimated $114M added.
  • The largest America Movil seller in Q4 2018 was Morgan Stanley, an estimated $87.6M sold.

Based on aggregated 13F filings for Q4 2018.