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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
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$532M +$39.9M +1,993,814 +8%
GAM
2
Genesis Asset Managers
United Kingdom
$501M +$2.88M +144,019 +0.6%
O
3
OppenheimerFunds
New York
$426M -$223M -11,118,650 -35%
BIP
4
Brandes Investment Partners
California
$371M +$27.2M +1,357,417 +8%
Morgan Stanley
5
Morgan Stanley
New York
$364M +$32.1M +1,603,851 +10%
TIM
6
Thornburg Investment Management
New Mexico
$279M +$270M +13,462,950 New
MNA
7
Manning & Napier Advisors
New York
$276M +$3.55M +177,560 +1%
Norges Bank
8
Norges Bank
Norway
$269M +$80.7M +4,033,228 +45%
WGI
9
Westwood Global Investments
Massachusetts
$268M +$393K +19,622 +0.2%
Wells Fargo
10
Wells Fargo
California
$220M +$25.3M +1,265,123 +14%
MIP
11
Mondrian Investment Partners
United Kingdom
$202M -$737K -36,800 -0.4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$155M -$3.84M -191,691 -3%
AQR Capital Management
13
AQR Capital Management
Connecticut
$149M +$47.4M +2,365,100 +49%
HL
14
Harding Loevner
New Jersey
$145M +$843K +42,129 +0.6%
Goldman Sachs
15
Goldman Sachs
New York
$137M +$18.4M +921,494 +16%
RFC
16
Russell Frank Company
Washington
$131M +$15.4M +771,671 +16%
PPA
17
Parametric Portfolio Associates
Washington
$125M +$2.05M +102,153 +2%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$122M -$18M -899,384 -13%
Macquarie Group
19
Macquarie Group
Australia
$111M +$1.35M +67,235 +1%
Bank of America
20
Bank of America
North Carolina
$104M -$110M -5,514,178 -52%
APG Asset Management
21
APG Asset Management
Netherlands
$103M +$4.11M +205,200 +4%
Invesco
22
Invesco
Georgia
$91.3M +$6.57M +327,924 +8%
Baillie Gifford & Co
23
Baillie Gifford & Co
United Kingdom
$90.5M -$4.61M -230,100 -5%
BG
24
BlackRock Group
United Kingdom
$80.4M +$1.09M +54,693 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
25
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$80.3M -$43.5M -2,170,380 -36%

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.