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Liberty Latin America Class A

138 hedge funds and large institutions have $401M invested in Liberty Latin America Class A in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,206% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $128K

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

5% more funds holding

Funds holding: 132138 (+6)

0.66% less ownership

Funds ownership: 108.54%107.88% (-0.66%)

14% less capital invested

Capital invested by funds: $468M → $401M (-$67.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

40% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 52

Holders
138
Holders Change
+6
Holders Change %
+4.55%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
31
Reduced
52
Closed
13
Calls
$1.67M
Puts
$128K
Net Calls
+$1.54M
Net Calls Change
-$398K
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$726K +$2K +240 +0.3%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$721K +$757K +91,017 New
UBS AM
53
UBS AM
Illinois
$692K +$31.8K +3,820 +5%
Comerica Bank
54
Comerica Bank
Texas
$673K
RA
55
Raffles Associates
New York
$583K
Barclays
56
Barclays
United Kingdom
$574K +$368K +44,270 +157%
SO
57
STRS Ohio
Ohio
$532K +$559K +67,270 New
ZIM
58
Zacks Investment Management
Illinois
$510K +$535K +64,378 New
EGM
59
Engineers Gate Manager
New York
$454K +$477K +57,314 New
Invesco
60
Invesco
Georgia
$405K -$41K -4,934 -9%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$394K -$9.66K -1,162 -2%
AllianceBernstein
62
AllianceBernstein
Tennessee
$389K
CSS
63
Cubist Systematic Strategies
Connecticut
$387K +$406K +48,838 New
Handelsbanken Fonder
64
Handelsbanken Fonder
Sweden
$353K +$371K +44,602 New
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$347K -$58.2K -7,004 -14%
Citigroup
66
Citigroup
New York
$324K -$231K -27,822 -40%
SAM
67
Soditic Asset Management
United Kingdom
$309K
SAM
68
Shell Asset Management
Netherlands
$253K +$1.05K +126 +0.4%
AIG
69
American International Group
New York
$251K -$16.6K -1,999 -6%
IA
70
IFP Advisors
Florida
$240K -$6.58K -792 -3%
Legal & General Group
71
Legal & General Group
United Kingdom
$232K -$154K -18,512 -39%
HF
72
HRT Financial
New York
$205K -$470K -56,557 -69%
Citadel Advisors
73
Citadel Advisors
Florida
$194K -$88.2K -10,613 -30%
SPIA
74
Steward Partners Investment Advisory
New York
$189K +$195K +23,442 +5,221%
OQS
75
Occudo Quantitative Strategies
Florida
$175K -$5.79K -696 -3%

LILA Hedge Fund Activity: Q4 2021 in Review

138 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Liberty Latin America Class A (LILA) for Q4 2021, worth a combined $401M — down 14% from $468M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new LILA positions and 13 closed out — a net gain of 7 holders — while 31 added to existing stakes and 52 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $2.82M. The largest seller was Genesis Investment Management, cutting an estimated $15.1M.

  • 138 institutional investors held Liberty Latin America Class A (LILA) as of Q4 2021, up from 132 in Q3 2021.
  • Funds reported $401M of Liberty Latin America Class A stock for Q4 2021, down 14% quarter-over-quarter.
  • 20 funds opened new Liberty Latin America Class A positions in Q4 2021 and 13 closed out, a net change of +7 holders.
  • The largest Liberty Latin America Class A buyer in Q4 2021 was Mackenzie Financial, an estimated $2.82M added.
  • The largest Liberty Latin America Class A seller in Q4 2021 was Genesis Investment Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2021.