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Liberty Latin America Class A

135 hedge funds and large institutions have $584M invested in Liberty Latin America Class A in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,467% more call options, than puts

Call options by funds: $6.5M | Put options by funds: $415K

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

21% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 34

3% more funds holding

Funds holding: 131135 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $599M → $584M (-$15.1M)

1.68% less ownership

Funds ownership: 111.64%109.96% (-1.7%)

Holders
135
Holders Change
+4
Holders Change %
+3.05%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
17
Increased
41
Reduced
34
Closed
12
Calls
$6.5M
Puts
$415K
Net Calls
+$6.09M
Net Calls Change
+$3.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$4.2M -$87.5K -8,133 -2%
GF
27
Gabelli Funds
New York
$3.68M -$16.8K -1,562 -0.5%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$3.22M -$62.7K -5,827 -2%
GG
29
Greenwood Gearhart
Arkansas
$3.18M +$86K +7,993 +3%
WIM
30
Wittenberg Investment Management
Massachusetts
$3M -$323K -29,987 -10%
Goldman Sachs
31
Goldman Sachs
New York
$3M +$1.47M +137,012 +100%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$2.67M +$1.59M +147,383 +152%
Citadel Advisors
33
Citadel Advisors
Florida
$2.65M +$284K +26,416 +12%
PAM
34
Panagora Asset Management
Massachusetts
$2.31M -$943K -87,659 -29%
RJA
35
Raymond James & Associates
Florida
$2.28M -$6.05K -562 -0.3%
GI
36
GAMCO Investors
Connecticut
$2.13M -$420K -39,056 -17%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$1.67M +$1.64M +152,693 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.44M +$67K +6,226 +5%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$1.41M +$96.8K +8,997 +8%
Swiss National Bank
40
Swiss National Bank
Switzerland
$1.39M
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$1.23M +$14.5K +1,345 +1%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$1.21M +$104K +9,707 +10%
VOAM
43
Vertex One Asset Management
British Columbia, Canada
$1.21M +$1.37M +127,755 New
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$1.19M -$213K -19,768 -15%
B
45
Barings
North Carolina
$1.17M
Squarepoint
46
Squarepoint
New York
$1.1M +$405K +37,623 +59%
SIM
47
Spark Investment Management
New York
$1M -$906K -84,231 -48%
QOP
48
Quinn Opportunity Partners
Virginia
$963K +$207K +19,210 +28%
Prudential Financial
49
Prudential Financial
New Jersey
$955K -$1.4M -129,805 -60%
PPA
50
Parametric Portfolio Associates
Washington
$949K +$582K +54,131 +166%

LILA Hedge Fund Activity: Q3 2019 in Review

135 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Liberty Latin America Class A (LILA) for Q3 2019, worth a combined $584M — down 2.5% from $599M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new LILA positions and 12 closed out — a net gain of 5 holders — while 41 added to existing stakes and 34 trimmed.

The largest buyer was Charles Schwab, adding an estimated $5.07M. The largest seller was Nuveen, exiting entirely with an estimated $17.2M sold.

  • 135 institutional investors held Liberty Latin America Class A (LILA) as of Q3 2019, up from 131 in Q2 2019.
  • Funds reported $584M of Liberty Latin America Class A stock for Q3 2019, down 2.5% quarter-over-quarter.
  • 17 funds opened new Liberty Latin America Class A positions in Q3 2019 and 12 closed out, a net change of +5 holders.
  • The largest Liberty Latin America Class A buyer in Q3 2019 was Charles Schwab, an estimated $5.07M added.
  • The largest Liberty Latin America Class A seller in Q3 2019 was Nuveen, an estimated $17.2M sold.

Based on aggregated 13F filings for Q3 2019.