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Liberty Latin America Class A

164 hedge funds and large institutions have $833M invested in Liberty Latin America Class A in 2016 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 37 increasing their positions, 55 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

116.19% more ownership

Funds ownership: 0%116.19% (+116%)

88% more call options, than puts

Call options by funds: $793K | Put options by funds: $422K

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

9% less funds holding

Funds holding: 180164 (-16)

20% less capital invested

Capital invested by funds: $1.04B → $833M (-$205M)

26% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 43

33% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 55

Holders
164
Holders Change
-16
Holders Change %
-8.89%
% of All Funds
4.1%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
32
Increased
37
Reduced
55
Closed
43
Calls
$793K
Puts
$422K
Net Calls
+$371K
Net Calls Change
-$419K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
176
Stifel Financial
Missouri
-$267K -15,146 Closed
LCS
177
Levin Capital Strategies
New York
-$247 -13,959 Closed
BCM
178
BlueCrest Capital Management
Jersey
-$206K -11,640 Closed
DAM
179
Deltec Asset Management
New York
-$203K -11,470 Closed
HAM
180
Harber Asset Management
North Carolina
-$202K -11,439 Closed
Simplex Trading
181
Simplex Trading
Illinois
-$148K -8,379 Closed
Macquarie Group
182
Macquarie Group
Australia
-$30K -1,710 Closed
HHMI
183
Howard Hughes Medical Institute
Maryland
-$27K -1,507 Closed
Credit Agricole
184
Credit Agricole
France
-$7K -376 Closed
EDRH
185
Edmond de Rothschild Holding
Switzerland
-$3K -169 Closed
TSW
186
Thompson Siegel & Walmsley
Virginia
-$3K -155 Closed
Twin Tree Management
187
Twin Tree Management
Texas
-$2K -117 Closed
AG
188
Advisor Group
Arizona
-$1.22K -80 -64%
FNBT
189
FineMark National Bank & Trust
Florida
-$1K -53 Closed
TWA
190
TCI Wealth Advisors
Arizona
-$669 -44 -76%
AF
191
Allworth Financial
California
-$1K -34 Closed
CFA
192
Carroll Financial Associates
North Carolina
-$411 -27 -52%
CBOA
193
Commonwealth Bank of Australia
Australia
-$91 -6 -18%
MFS
194
MSI Financial Services
Massachusetts
-$91 -6 -16%
TFA
195
Transamerica Financial Advisors
Florida
-$1K -6 Closed
EFSCE
196
Enterprise Financial Services Corp (EFSC)
Missouri
-$46 -3 -33%
HCM
197
Highlander Capital Management
New Jersey
+$30 +2 New
PA
198
Parallel Advisors
California
+$30 +2 New
CGT
199
Capital Guardian Trust
California
+$426 +28 New

LILA Hedge Fund Activity: Q4 2016 in Review

164 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Liberty Latin America Class A (LILA) for Q4 2016, worth a combined $833M — down 20% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of LILA and 32 opened new positions — a net loss of 11 holders — while 55 trimmed existing stakes and 37 added.

The largest buyer was Dodge & Cox, adding an estimated $58.3M. The largest seller was Artisan Partners, exiting entirely with an estimated $49M sold.

  • 164 institutional investors held Liberty Latin America Class A (LILA) as of Q4 2016, down from 180 in Q3 2016.
  • Funds reported $833M of Liberty Latin America Class A stock for Q4 2016, down 20% quarter-over-quarter.
  • 32 funds opened new Liberty Latin America Class A positions in Q4 2016 and 43 closed out, a net change of -11 holders.
  • The largest Liberty Latin America Class A buyer in Q4 2016 was Dodge & Cox, an estimated $58.3M added.
  • The largest Liberty Latin America Class A seller in Q4 2016 was Artisan Partners, an estimated $49M sold.

Based on aggregated 13F filings for Q4 2016.