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America Movil

338 hedge funds and large institutions have $8.46B invested in America Movil in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 91 increasing their positions, 124 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 18

75% more call options, than puts

Call options by funds: $137M | Put options by funds: $77.9M

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

21% more capital invested

Capital invested by funds: $6.99B → $8.46B (+$1.48B)

9% more funds holding

Funds holding: 310338 (+28)

0.64% more ownership

Funds ownership: 6.33%6.97% (+0.64%)

27% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 124

Holders
338
Holders Change
+28
Holders Change %
+9.03%
% of All Funds
9.81%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.49%
New
48
Increased
91
Reduced
124
Closed
18
Calls
$137M
Puts
$77.9M
Net Calls
+$58.7M
Net Calls Change
+$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$834M +$303M +12,575,530 +61%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$704M +$55.4M +2,300,336 +9%
GAM
3
Genesis Asset Managers
United Kingdom
$441M -$160M -6,646,665 -28%
TIM
4
Thornburg Investment Management
New Mexico
$431M +$87.6M +3,642,466 +27%
Morgan Stanley
5
Morgan Stanley
New York
$395M -$44.9M -1,864,011 -11%
WGI
6
Westwood Global Investments
Massachusetts
$326M +$392K +16,303 +0.1%
MNA
7
Manning & Napier Advisors
New York
$295M -$38.9M -1,616,621 -12%
BIP
8
Brandes Investment Partners
California
$292M -$151M -6,283,730 -35%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$267M +$75.8M +3,151,185 +42%
Wells Fargo
10
Wells Fargo
California
$265M -$2M -83,223 -0.8%
AQR Capital Management
11
AQR Capital Management
Connecticut
$197M +$15.5M +643,100 +9%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$180M +$172M +7,160,950 New
Bank of America
13
Bank of America
North Carolina
$177M +$49.1M +2,039,438 +41%
HL
14
Harding Loevner
New Jersey
$174M -$2.34M -97,370 -1%
RFC
15
Russell Frank Company
Washington
$154M +$13.9M +579,640 +10%
PPA
16
Parametric Portfolio Associates
Washington
$154M +$2.18M +90,777 +2%
Norges Bank
17
Norges Bank
Norway
$150M -$169M -7,011,225 -54%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$131M -$15.5M -643,730 -11%
Goldman Sachs
19
Goldman Sachs
New York
$127M -$37.8M -1,570,070 -24%
BG
20
BlackRock Group
United Kingdom
$121M +$21.9M +910,993 +24%
Macquarie Group
21
Macquarie Group
Australia
$120M -$14.6M -608,788 -11%
APG Asset Management
22
APG Asset Management
Netherlands
$117M -$7.77M -323,027 -7%
Invesco
23
Invesco
Georgia
$106M -$5.11M -212,368 -5%
Capital International Investors
24
Capital International Investors
California
$104M +$16.5M +685,700 +20%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$101M +$5.33M +221,314 +6%

AMX Hedge Fund Activity: Q3 2014 in Review

338 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q3 2014, worth a combined $8.46B — up 21% from $6.99B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AMX positions and 18 closed out — a net gain of 30 holders — while 91 added to existing stakes and 124 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $303M. The largest seller was Mondrian Investment Partners, cutting an estimated $213M.

  • 338 institutional investors held America Movil (AMX) as of Q3 2014, up from 310 in Q2 2014.
  • Funds reported $8.46B of America Movil stock for Q3 2014, up 21% quarter-over-quarter.
  • 48 funds opened new America Movil positions in Q3 2014 and 18 closed out, a net change of +30 holders.
  • The largest America Movil buyer in Q3 2014 was OppenheimerFunds, an estimated $303M added.
  • The largest America Movil seller in Q3 2014 was Mondrian Investment Partners, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2014.