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America Movil

251 hedge funds and large institutions have $3.44B invested in America Movil in 2016 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $51.8M | Put options by funds: $19M

19% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 68

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

12% more capital invested

Capital invested by funds: $3.06B → $3.44B (+$377M)

0% less funds holding

Funds holding: 252251 (-1)

5.67% less ownership

Funds ownership: 6.28%0.62% (-5.7%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
251
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
6.28%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
36
Increased
81
Reduced
68
Closed
32
Calls
$51.8M
Puts
$19M
Net Calls
+$32.8M
Net Calls Change
+$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$540M +$9.17M +757,168 +2%
Capital International Investors
2
Capital International Investors
California
$359M +$2.81M +232,293 +0.8%
Credit Agricole
3
Credit Agricole
France
$302M -$100M -8,274,000 -26%
WGI
4
Westwood Global Investments
Massachusetts
$260M +$7.36M +607,351 +3%
MNA
5
Manning & Napier Advisors
New York
$193M -$9.69M -799,860 -5%
Fisher Asset Management
6
Fisher Asset Management
Washington
$183M +$20.8M +1,719,510 +13%
GAM
7
Genesis Asset Managers
United Kingdom
$136M -$3.35M -276,412 -2%
BIP
8
Brandes Investment Partners
California
$88.4M -$1.07M -88,708 -1%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$84.8M +$81.7M +6,747,029 New
Wells Fargo
10
Wells Fargo
California
$71.9M -$18.2M -1,501,119 -21%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$63.5M +$8.84M +730,000 +17%
BIT
12
BlackRock Institutional Trust
California
$60.3M +$34.6M +2,855,089 +147%
PPA
13
Parametric Portfolio Associates
Washington
$51M +$36.9M +3,045,721 +301%
APG Asset Management
14
APG Asset Management
Netherlands
$47.4M -$4.18M -344,800 -8%
CGT
15
Capital Guardian Trust
California
$46.4M +$140K +11,600 +0.3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$45.3M -$44.8K -3,700 -0.1%
CII
17
Capital International Inc
California
$42.3M -$11.5M -950,300 -22%
CIS
18
Capital International Sarl
California
$41.2M -$7.01M -579,100 -15%
Renaissance Technologies
19
Renaissance Technologies
New York
$41.2M -$28.9M -2,387,328 -42%
Macquarie Group
20
Macquarie Group
Australia
$36.9M +$3.84M +317,176 +12%
PAM
21
PineView Asset Management
Connecticut
$34.5M +$8.98M +741,353 +37%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$34.2M -$9.9M -817,797 -23%
AQR Capital Management
23
AQR Capital Management
Connecticut
$31.2M +$16M +1,320,098 +114%
OCM
24
Oaktree Capital Management
California
$30.3M +$29.2M +2,412,671 New
PMG
25
Private Management Group
California
$29.1M -$1.01M -82,988 -3%

AMX Hedge Fund Activity: Q4 2016 in Review

251 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q4 2016, worth a combined $3.44B — up 12% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AMX positions and 32 closed out — a net gain of 4 holders — while 81 added to existing stakes and 68 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $81.7M. The largest seller was Credit Agricole, cutting an estimated $100M.

  • 251 institutional investors held America Movil (AMX) as of Q4 2016, down from 252 in Q3 2016.
  • Funds reported $3.44B of America Movil stock for Q4 2016, up 12% quarter-over-quarter.
  • 36 funds opened new America Movil positions in Q4 2016 and 32 closed out, a net change of +4 holders.
  • The largest America Movil buyer in Q4 2016 was Wellington Management Group, an estimated $81.7M added.
  • The largest America Movil seller in Q4 2016 was Credit Agricole, an estimated $100M sold.

Based on aggregated 13F filings for Q4 2016.