We are live on ! Find out more
AMX icon

America Movil

336 hedge funds and large institutions have $7.22B invested in America Movil in 2014 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 123 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 39

0.62% more ownership

Funds ownership: 6.97%7.6% (+0.62%)

1% less funds holding

Funds holding: 338336 (-2)

7% less call options, than puts

Call options by funds: $37.5M | Put options by funds: $40.2M

15% less capital invested

Capital invested by funds: $8.46B → $7.22B (-$1.24B)

21% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 123

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
336
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
8.96%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.35%
New
42
Increased
97
Reduced
123
Closed
39
Calls
$37.5M
Puts
$40.2M
Net Calls
-$2.73M
Net Calls Change
-$61.4M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$893M +$167M +7,160,380 +22%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$640M +$21.6M +927,185 +3%
TIM
3
Thornburg Investment Management
New Mexico
$379M -$461K -19,789 -0.1%
Morgan Stanley
4
Morgan Stanley
New York
$288M -$62.7M -2,692,314 -17%
WGI
5
Westwood Global Investments
Massachusetts
$288M +$1.43M +61,609 +0.5%
GAM
6
Genesis Asset Managers
United Kingdom
$269M -$125M -5,379,899 -31%
MNA
7
Manning & Napier Advisors
New York
$243M -$16.7M -718,700 -6%
AQR Capital Management
8
AQR Capital Management
Connecticut
$239M +$68.9M +2,957,355 +38%
Wells Fargo
9
Wells Fargo
California
$213M -$21.3M -914,822 -9%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$207M -$29.6M -1,270,820 -12%
Capital International Investors
11
Capital International Investors
California
$163M +$74.8M +3,211,900 +77%
PPA
12
Parametric Portfolio Associates
Washington
$136M -$59.5K -2,556 -0%
HL
13
Harding Loevner
New Jersey
$130M -$23.7M -1,018,946 -15%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$124M +$102M +4,359,862 +354%
BG
15
BlackRock Group
United Kingdom
$117M +$10.9M +468,401 +10%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$112M -$3.54M -152,040 -3%
RFC
17
Russell Frank Company
Washington
$102M -$34.5M -1,483,204 -24%
BIP
18
Brandes Investment Partners
California
$102M -$163M -6,983,822 -60%
Norges Bank
19
Norges Bank
Norway
$100M -$33.3M -1,428,282 -24%
Goldman Sachs
20
Goldman Sachs
New York
$92.3M -$20.4M -874,946 -17%
Invesco
21
Invesco
Georgia
$91.3M -$1.62M -69,462 -2%
APG Asset Management
22
APG Asset Management
Netherlands
$89.7M -$13.4M -577,400 -12%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$88.8M +$30.7K +1,317 +0%
Macquarie Group
24
Macquarie Group
Australia
$82.7M -$24M -1,031,512 -22%
Allianz Asset Management
25
Allianz Asset Management
Germany
$82.5M +$84.1M +3,610,458 +3,255%

AMX Hedge Fund Activity: Q4 2014 in Review

336 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q4 2014, worth a combined $7.22B — down 15% from $8.46B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new AMX positions and 39 closed out — a net gain of 3 holders — while 97 added to existing stakes and 123 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $167M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $180M sold.

  • 336 institutional investors held America Movil (AMX) as of Q4 2014, down from 338 in Q3 2014.
  • Funds reported $7.22B of America Movil stock for Q4 2014, down 15% quarter-over-quarter.
  • 42 funds opened new America Movil positions in Q4 2014 and 39 closed out, a net change of +3 holders.
  • The largest America Movil buyer in Q4 2014 was OppenheimerFunds, an estimated $167M added.
  • The largest America Movil seller in Q4 2014 was Arrowstreet Capital, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2014.