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America Movil

272 hedge funds and large institutions have $3.17B invested in America Movil in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 89 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

17% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 76

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2.17% more ownership

Funds ownership: 8.77%10.94% (+2.2%)

1% more funds holding

Funds holding: 270272 (+2)

9% less capital invested

Capital invested by funds: $3.47B → $3.17B (-$302M)

61% less call options, than puts

Call options by funds: $8.9M | Put options by funds: $22.7M

Holders
272
Holders Change
+2
Holders Change %
+0.74%
% of All Funds
7.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
31
Increased
89
Reduced
76
Closed
24
Calls
$8.9M
Puts
$22.7M
Net Calls
-$13.8M
Net Calls Change
+$5.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
1
Credit Agricole
France
$409M +$447M +33,349,380 New
Lazard Asset Management
2
Lazard Asset Management
New York
$294M +$116M +8,629,769 +56%
Capital International Investors
3
Capital International Investors
California
$292M +$47.8M +3,570,893 +18%
WGI
4
Westwood Global Investments
Massachusetts
$187M +$6.72M +501,965 +3%
MNA
5
Manning & Napier Advisors
New York
$179M -$7.87M -587,520 -4%
Fisher Asset Management
6
Fisher Asset Management
Washington
$140M +$62.6M +4,673,804 +69%
GAM
7
Genesis Asset Managers
United Kingdom
$128M -$293K -21,903 -0.2%
Renaissance Technologies
8
Renaissance Technologies
New York
$95M +$29.6M +2,212,100 +40%
Wells Fargo
9
Wells Fargo
California
$89.3M +$1.76M +131,746 +2%
BIP
10
Brandes Investment Partners
California
$81.8M +$2.07M +154,368 +2%
HL
11
Harding Loevner
New Jersey
$77.4M +$2.51M +187,470 +3%
APG Asset Management
12
APG Asset Management
Netherlands
$69.7M +$2.12M +158,000 +3%
Allianz Asset Management
13
Allianz Asset Management
Germany
$68.5M -$14.9M -1,115,341 -17%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$61.5M -$5.17M -386,120 -7%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$55.2M -$39.1M -2,918,920 -39%
PPA
16
Parametric Portfolio Associates
Washington
$55M +$2.34M +174,982 +4%
CII
17
Capital International Inc
California
$49.6M -$2.17M -162,400 -4%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$44.2M -$2.19M -163,479 -4%
CIS
19
Capital International Sarl
California
$42.7M +$6.11M +456,400 +15%
CGT
20
Capital Guardian Trust
California
$38.9M +$3.43M +256,100 +9%
Bank of America
21
Bank of America
North Carolina
$37M -$8.95M -668,240 -18%
Morgan Stanley
22
Morgan Stanley
New York
$35.3M +$28M +2,092,250 +265%
AQR Capital Management
23
AQR Capital Management
Connecticut
$31.6M +$26.6M +1,983,692 +336%
PMG
24
Private Management Group
California
$29.4M +$1.03M +77,057 +3%
Macquarie Group
25
Macquarie Group
Australia
$28.1M +$14.7M +1,096,530 +92%

AMX Hedge Fund Activity: Q2 2016 in Review

272 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q2 2016, worth a combined $3.17B — down 8.7% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AMX positions and 24 closed out — a net gain of 7 holders — while 89 added to existing stakes and 76 trimmed.

The largest buyer was Credit Agricole, opening a new position worth an estimated $447M. The largest seller was OppenheimerFunds, cutting an estimated $161M.

  • 272 institutional investors held America Movil (AMX) as of Q2 2016, up from 270 in Q1 2016.
  • Funds reported $3.17B of America Movil stock for Q2 2016, down 8.7% quarter-over-quarter.
  • 31 funds opened new America Movil positions in Q2 2016 and 24 closed out, a net change of +7 holders.
  • The largest America Movil buyer in Q2 2016 was Credit Agricole, an estimated $447M added.
  • The largest America Movil seller in Q2 2016 was OppenheimerFunds, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2016.