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Liberty Latin America Class A

140 hedge funds and large institutions have $749M invested in Liberty Latin America Class A in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 41 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $2.99M | Put options by funds: $1.89M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

0.37% less ownership

Funds ownership: 124.42%124.05% (-0.37%)

4% less capital invested

Capital invested by funds: $779M → $749M (-$29.3M)

5% less funds holding

Funds holding: 147140 (-7)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

24% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 41

Holders
140
Holders Change
-7
Holders Change %
-4.76%
% of All Funds
3.21%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
24
Increased
31
Reduced
41
Closed
31
Calls
$2.99M
Puts
$1.89M
Net Calls
+$1.1M
Net Calls Change
-$5.11M
Name Holding Trade Value Shares
Change
Change in
Stake
RRAM
26
River Road Asset Management
Kentucky
$5.27M +$74.7K +5,388 +1%
Millennium Management
27
Millennium Management
New York
$5.17M +$3.69M +266,456 +180%
LOAMU
28
Lombard Odier Asset Management (USA)
New York
$5.02M -$4.4M -317,616 -44%
CBCM
29
Cook & Bynum Capital Management
Alabama
$4.69M +$5.26M +379,895 New
Charles Schwab
30
Charles Schwab
California
$4.38M +$65.6K +4,735 +1%
B
31
Barings
North Carolina
$4.32M +$4.8M +346,718 New
BCP
32
Berylson Capital Partners
Massachusetts
$4.08M +$4.63M +334,223 New
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$3.92M +$3.9M +281,313 +842%
RHI
34
Richmond Hill Investments
New York
$3.32M
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$3.26M -$522K -37,708 -13%
GI
36
GAMCO Investors
Connecticut
$3.24M -$9.67K -698 -0.3%
Northern Trust
37
Northern Trust
Illinois
$2.72M +$136K +9,839 +5%
CC
38
CQS Cayman
Cayman Islands
$2.57M +$2.91M +210,291 New
PSCM
39
Prince Street Capital Management
New York
$2.56M -$3.1M -223,805 -52%
Wells Fargo
40
Wells Fargo
California
$2.22M +$521K +37,628 +27%
State Street
41
State Street
Massachusetts
$2.22M +$68.1K +4,912 +3%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$2.08M
VCM
43
Vivaldi Capital Management
Illinois
$2.01M +$974K +70,315 New
IL
44
Investure LLC
Virginia
$2M -$2.15M -155,127 -49%
ERSOT
45
Employees Retirement System of Texas
Texas
$1.8M
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$1.79M +$35.8K +2,584 +2%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$1.68M
Bank of New York Mellon
48
Bank of New York Mellon
New York
$1.64M +$118K +8,523 +7%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.59M +$51.9K +3,749 +3%
MWNA
50
Marshall Wace North America
New York
$1.58M +$1.76M +126,913 New

LILA Hedge Fund Activity: Q1 2018 in Review

140 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Liberty Latin America Class A (LILA) for Q1 2018, worth a combined $749M — down 3.8% from $779M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of LILA and 24 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 31 added.

The largest buyer was Nordea Investment Management, opening a new position worth an estimated $20.4M. The largest seller was Newtyn Management, exiting entirely with an estimated $11.4M sold.

  • 140 institutional investors held Liberty Latin America Class A (LILA) as of Q1 2018, down from 147 in Q4 2017.
  • Funds reported $749M of Liberty Latin America Class A stock for Q1 2018, down 3.8% quarter-over-quarter.
  • 24 funds opened new Liberty Latin America Class A positions in Q1 2018 and 31 closed out, a net change of -7 holders.
  • The largest Liberty Latin America Class A buyer in Q1 2018 was Nordea Investment Management, an estimated $20.4M added.
  • The largest Liberty Latin America Class A seller in Q1 2018 was Newtyn Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2018.