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America Movil

270 hedge funds and large institutions have $3.47B invested in America Movil in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more capital invested

Capital invested by funds: $3.17B → $3.47B (+$303M)

2.52% less ownership

Funds ownership: 11.29%8.77% (-2.5%)

4% less funds holding

Funds holding: 280270 (-10)

14% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 93

22% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 37

83% less call options, than puts

Call options by funds: $4.02M | Put options by funds: $23.3M

Holders
270
Holders Change
-10
Holders Change %
-3.57%
% of All Funds
7.19%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
29
Increased
80
Reduced
93
Closed
37
Calls
$4.02M
Puts
$23.3M
Net Calls
-$19.3M
Net Calls Change
-$9.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$314M +$59.6M +4,314,209 +27%
Lazard Asset Management
2
Lazard Asset Management
New York
$239M +$19.2M +1,389,360 +10%
MNA
3
Manning & Napier Advisors
New York
$236M +$4.67M +337,790 +2%
WGI
4
Westwood Global Investments
Massachusetts
$229M -$1.1M -79,450 -0.5%
O
5
OppenheimerFunds
New York
$187M -$98.3M -7,113,467 -37%
GAM
6
Genesis Asset Managers
United Kingdom
$162M -$850K -61,524 -0.6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$115M +$12.6M +910,956 +14%
Wells Fargo
8
Wells Fargo
California
$111M -$8.56M -619,372 -8%
Allianz Asset Management
9
Allianz Asset Management
Germany
$104M -$2.12M -153,486 -2%
Fisher Asset Management
10
Fisher Asset Management
Washington
$103M +$32.6M +2,362,936 +54%
BIP
11
Brandes Investment Partners
California
$102M +$13.5M +974,856 +19%
HL
12
Harding Loevner
New Jersey
$95.2M +$32M +2,315,218 +61%
Renaissance Technologies
13
Renaissance Technologies
New York
$85.9M +$21M +1,518,100 +38%
APG Asset Management
14
APG Asset Management
Netherlands
$85.8M +$9.37M +678,500 +14%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$83.9M +$11.8M +852,900 +19%
PPA
16
Parametric Portfolio Associates
Washington
$66.9M +$8.53M +617,505 +17%
CII
17
Capital International Inc
California
$65.3M -$17.3M -1,251,668 -23%
BG
18
BlackRock Group
United Kingdom
$60.4M -$5.15M -372,408 -9%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$58.6M -$96K -6,950 -0.2%
Bank of America
20
Bank of America
North Carolina
$57.2M +$2.52M +182,137 +5%
CIS
21
Capital International Sarl
California
$47M -$6.89M -498,500 -14%
Invesco
22
Invesco
Georgia
$46M +$1.36M +98,088 +3%
CGT
23
Capital Guardian Trust
California
$45.3M -$3.5M -253,100 -8%
Principal Financial Group
24
Principal Financial Group
Iowa
$44.5M +$39.5M +2,862,182 New
BA
25
BlackRock Advisors
Delaware
$41.2M -$329K -23,837 -0.9%

AMX Hedge Fund Activity: Q1 2016 in Review

270 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q1 2016, worth a combined $3.47B — up 9.6% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of AMX and 29 opened new positions — a net loss of 8 holders — while 93 trimmed existing stakes and 80 added.

The largest buyer was Capital International Investors, adding an estimated $59.6M. The largest seller was OppenheimerFunds, cutting an estimated $98.3M.

  • 270 institutional investors held America Movil (AMX) as of Q1 2016, down from 280 in Q4 2015.
  • Funds reported $3.47B of America Movil stock for Q1 2016, up 9.6% quarter-over-quarter.
  • 29 funds opened new America Movil positions in Q1 2016 and 37 closed out, a net change of -8 holders.
  • The largest America Movil buyer in Q1 2016 was Capital International Investors, an estimated $59.6M added.
  • The largest America Movil seller in Q1 2016 was OppenheimerFunds, an estimated $98.3M sold.

Based on aggregated 13F filings for Q1 2016.