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America Movil

289 hedge funds and large institutions have $4.9B invested in America Movil in 2018 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $62M | Put options by funds: $18.8M

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

10% more capital invested

Capital invested by funds: $4.44B → $4.9B (+$458M)

1% more funds holding

Funds holding: 285289 (+4)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less ownership

Funds ownership: 0.59%0.58% (-0%)

14% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 86

Holders
289
Holders Change
+4
Holders Change %
+1.4%
% of All Funds
6.62%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
37
Increased
74
Reduced
86
Closed
31
Calls
$62M
Puts
$18.8M
Net Calls
+$43.2M
Net Calls Change
-$490K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$866M -$3.52M -190,015 -0.4%
Capital International Investors
2
Capital International Investors
California
$688M +$1.46M +78,960 +0.2%
WGI
3
Westwood Global Investments
Massachusetts
$374M +$71.4K +3,859 +0%
BlackRock
4
BlackRock
New York
$322M +$70M +3,786,269 +29%
Fisher Asset Management
5
Fisher Asset Management
Washington
$277M -$1.24M -67,124 -0.5%
GAM
6
Genesis Asset Managers
United Kingdom
$150M -$9.73M -525,809 -6%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$134M -$16.4M -887,784 -11%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$101M -$7.21M -389,643 -7%
Wells Fargo
9
Wells Fargo
California
$89.2M -$1.92M -104,032 -2%
CGT
10
Capital Guardian Trust
California
$85.8M +$6.57M +355,163 +9%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$85.6M +$10.6M +570,620 +15%
Man Group
12
Man Group
United Kingdom
$85.5M +$82.8M +4,478,017 New
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$83.4M +$293K +15,825 +0.4%
AQR Capital Management
14
AQR Capital Management
Connecticut
$82.7M -$55.9M -3,020,980 -41%
PPA
15
Parametric Portfolio Associates
Washington
$76M +$2.54M +137,115 +4%
AI
16
Axiom Investors
Connecticut
$74.4M -$6.79M -367,000 -9%
CIS
17
Capital International Sarl
California
$71.2M -$4.99M -269,700 -7%
UIM
18
USS Investment Management
United Kingdom
$62.2M +$12.5M +675,000 +25%
Goldman Sachs
19
Goldman Sachs
New York
$54.2M -$19.1M -1,031,822 -27%
Macquarie Group
20
Macquarie Group
Australia
$53.4M -$10M -542,370 -16%
Northern Trust
21
Northern Trust
Illinois
$48.7M +$2.56M +138,340 +6%
CII
22
Capital International Inc
California
$47.9M -$5.09M -275,400 -10%
NC
23
Northcape Capital
Australia
$47.5M +$2.98M +161,069 +7%
Bank of America
24
Bank of America
North Carolina
$41.4M -$11.6M -626,527 -22%
American Century Companies
25
American Century Companies
Missouri
$37.2M +$36M +1,946,889 New

AMX Hedge Fund Activity: Q1 2018 in Review

289 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q1 2018, worth a combined $4.9B — up 10% from $4.44B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AMX positions and 31 closed out — a net gain of 6 holders — while 74 added to existing stakes and 86 trimmed.

The largest buyer was BlackRock, adding an estimated $70M. The largest seller was AQR Capital Management, cutting an estimated $55.9M.

  • 289 institutional investors held America Movil (AMX) as of Q1 2018, up from 285 in Q4 2017.
  • Funds reported $4.9B of America Movil stock for Q1 2018, up 10% quarter-over-quarter.
  • 37 funds opened new America Movil positions in Q1 2018 and 31 closed out, a net change of +6 holders.
  • The largest America Movil buyer in Q1 2018 was BlackRock, an estimated $70M added.
  • The largest America Movil seller in Q1 2018 was AQR Capital Management, an estimated $55.9M sold.

Based on aggregated 13F filings for Q1 2018.