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America Movil

320 hedge funds and large institutions have $6.8B invested in America Movil in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 108 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $135M | Put options by funds: $39.4M

0.83% more ownership

Funds ownership: 5.25%6.08% (+0.83%)

0% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 37

1% less funds holding

Funds holding: 324320 (-4)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

17% less capital invested

Capital invested by funds: $8.18B → $6.8B (-$1.39B)

23% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 108

Holders
320
Holders Change
-4
Holders Change %
-1.23%
% of All Funds
9.24%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.35%
New
37
Increased
83
Reduced
108
Closed
37
Calls
$135M
Puts
$39.4M
Net Calls
+$95.2M
Net Calls Change
+$113M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$629M -$148M -7,148,344 -18%
GAM
2
Genesis Asset Managers
United Kingdom
$477M +$439K +21,193 +0.1%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$470M +$97.4M +4,699,990 +25%
BIP
4
Brandes Investment Partners
California
$328M +$284K +13,695 +0.1%
Morgan Stanley
5
Morgan Stanley
New York
$317M +$131M +6,333,722 +66%
MNA
6
Manning & Napier Advisors
New York
$261M +$11.2M +542,030 +4%
WGI
7
Westwood Global Investments
Massachusetts
$256M +$17.7M +856,296 +7%
Bank of America
8
Bank of America
North Carolina
$209M -$5.01M -242,080 -2%
MIP
9
Mondrian Investment Partners
United Kingdom
$194M +$4.85M +234,300 +2%
Wells Fargo
10
Wells Fargo
California
$185M +$23.1M +1,114,307 +14%
Norges Bank
11
Norges Bank
Norway
$177M
Fidelity Investments
12
Fidelity Investments
Massachusetts
$152M -$121M -5,825,057 -43%
Capital International Investors
13
Capital International Investors
California
$141M
HL
14
Harding Loevner
New Jersey
$138M -$5.18M -249,934 -3%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$134M -$8.27M -399,100 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
16
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$120M -$22M -1,061,900 -15%
PPA
17
Parametric Portfolio Associates
Washington
$118M +$258K +12,440 +0.2%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$116M -$38.3M -1,848,575 -24%
Goldman Sachs
19
Goldman Sachs
New York
$113M +$16.2M +779,809 +16%
Macquarie Group
20
Macquarie Group
Australia
$105M +$15.8M +764,697 +17%
AQR Capital Management
21
AQR Capital Management
Connecticut
$95.8M +$28.3M +1,368,300 +40%
RFC
22
Russell Frank Company
Washington
$94.7M +$12.8M +616,317 +15%
APG Asset Management
23
APG Asset Management
Netherlands
$94.3M +$22.2M +1,074,200 +29%
Baillie Gifford & Co
24
Baillie Gifford & Co
United Kingdom
$91.3M -$17.7M -856,400 -16%
Invesco
25
Invesco
Georgia
$80.9M -$3.13M -150,933 -4%

AMX Hedge Fund Activity: Q1 2014 in Review

320 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q1 2014, worth a combined $6.8B — down 17% from $8.18B a quarter earlier.

Fund positioning in AMX was balanced in Q1 2014: 37 funds opened new positions, 37 closed out, 83 added to existing stakes and 108 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $131M. The largest seller was OppenheimerFunds, cutting an estimated $148M.

  • 320 institutional investors held America Movil (AMX) as of Q1 2014, down from 324 in Q4 2013.
  • Funds reported $6.8B of America Movil stock for Q1 2014, down 17% quarter-over-quarter.
  • 37 funds opened new America Movil positions in Q1 2014 and 37 closed out, a net change of 0 holders.
  • The largest America Movil buyer in Q1 2014 was Morgan Stanley, an estimated $131M added.
  • The largest America Movil seller in Q1 2014 was OppenheimerFunds, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2014.