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Liberty Latin America Class A

131 hedge funds and large institutions have $599M invested in Liberty Latin America Class A in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $936K

47% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 32

3.44% more ownership

Funds ownership: 108.2%111.64% (+3.4%)

7% less funds holding

Funds holding: 141131 (-10)

9% less capital invested

Capital invested by funds: $658M → $599M (-$58.7M)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
131
Holders Change
-10
Holders Change %
-7.09%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
11
Increased
47
Reduced
32
Closed
18
Calls
$3.65M
Puts
$936K
Net Calls
+$2.71M
Net Calls Change
+$986K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$4.33M -$209K -17,045 -4%
GF
27
Gabelli Funds
New York
$3.74M -$1.41M -114,905 -25%
WIM
28
Wittenberg Investment Management
Massachusetts
$3.36M -$47.8K -3,904 -1%
ClearBridge Investments
29
ClearBridge Investments
New York
$3.35M +$3.72M +303,711 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$3.31M -$16.9K -1,379 -0.5%
PAM
31
Panagora Asset Management
Massachusetts
$3.3M +$355K +29,009 +11%
GG
32
Greenwood Gearhart
Arkansas
$3.12M -$334K -27,293 -9%
GI
33
GAMCO Investors
Connecticut
$2.58M -$270K -22,032 -9%
Prudential Financial
34
Prudential Financial
New Jersey
$2.4M +$1.74M +142,506 +191%
Citadel Advisors
35
Citadel Advisors
Florida
$2.38M -$3.43M -280,504 -56%
RJA
36
Raymond James & Associates
Florida
$2.31M +$18K +1,471 +0.7%
SIM
37
Spark Investment Management
New York
$1.94M +$323K +26,395 +18%
Renaissance Technologies
38
Renaissance Technologies
New York
$1.87M -$573K -46,790 -22%
Millennium Management
39
Millennium Management
New York
$1.75M -$1.08M -88,388 -36%
Goldman Sachs
40
Goldman Sachs
New York
$1.52M +$426K +34,851 +34%
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$1.42M -$423K -34,556 -21%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.4M +$32.5K +2,656 +2%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$1.39M +$35.8K +2,928 +2%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.36M +$614K +50,197 +68%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.32M +$23.8K +1,943 +2%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.23M +$79.9K +6,531 +6%
MWNA
47
Marshall Wace North America
New York
$1.21M -$369K -30,174 -22%
B
48
Barings
North Carolina
$1.18M +$277K +22,646 +27%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$1.11M +$56.1K +4,588 +5%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$1.07M -$72.4K -5,916 -6%

LILA Hedge Fund Activity: Q2 2019 in Review

131 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Liberty Latin America Class A (LILA) for Q2 2019, worth a combined $599M — down 8.9% from $658M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of LILA and 11 opened new positions — a net loss of 7 holders — while 32 trimmed existing stakes and 47 added.

The largest buyer was Nuveen, opening a new position worth an estimated $19M. The largest seller was Citadel Advisors, cutting an estimated $3.43M.

  • 131 institutional investors held Liberty Latin America Class A (LILA) as of Q2 2019, down from 141 in Q1 2019.
  • Funds reported $599M of Liberty Latin America Class A stock for Q2 2019, down 8.9% quarter-over-quarter.
  • 11 funds opened new Liberty Latin America Class A positions in Q2 2019 and 18 closed out, a net change of -7 holders.
  • The largest Liberty Latin America Class A buyer in Q2 2019 was Nuveen, an estimated $19M added.
  • The largest Liberty Latin America Class A seller in Q2 2019 was Citadel Advisors, an estimated $3.43M sold.

Based on aggregated 13F filings for Q2 2019.