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Liberty Latin America Class C

202 hedge funds and large institutions have $731M invested in Liberty Latin America Class C in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more call options, than puts

Call options by funds: $446K | Put options by funds: $85K

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

4% less funds holding

Funds holding: 211202 (-9)

8.27% less ownership

Funds ownership: 79.32%71.05% (-8.3%)

15% less capital invested

Capital invested by funds: $856M → $731M (-$125M)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

35% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 77

Holders
202
Holders Change
-9
Holders Change %
-4.27%
% of All Funds
2.91%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
19
Increased
50
Reduced
77
Closed
26
Calls
$446K
Puts
$85K
Net Calls
+$361K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$5.63M -$1.17M -189,159 -18%
EF
27
Empowered Funds
Pennsylvania
$5.49M +$405K +65,413 +8%
Nordea Investment Management
28
Nordea Investment Management
Sweden
$5.15M -$39K -6,309 -0.8%
N
29
Nuveen
North Carolina
$5.11M -$33.3K -5,384 -0.7%
Invesco
30
Invesco
Georgia
$4.92M +$2.82M +456,363 +144%
Morgan Stanley
31
Morgan Stanley
New York
$4.8M -$7.93M -1,282,223 -63%
Prudential Financial
32
Prudential Financial
New Jersey
$4.37M +$2.15M +348,177 +102%
SCI
33
S&CO Inc
Massachusetts
$4.33M -$274K -44,327 -6%
First Trust Advisors
34
First Trust Advisors
Illinois
$4.03M +$872K +140,974 +29%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$3.75M -$369K -59,749 -9%
AACR
36
ACR Alpine Capital Research
Missouri
$3.41M -$21.1K -3,404 -0.6%
Renaissance Technologies
37
Renaissance Technologies
New York
$3.04M +$159K +25,740 +6%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2.94M -$1.26M -204,432 -31%
APCM
39
Arbiter Partners Capital Management
New York
$2.58M
Russell Investments Group
40
Russell Investments Group
United Kingdom
$2.47M +$1.02M +165,008 +74%
Allianz Asset Management
41
Allianz Asset Management
Germany
$2.21M +$866K +140,101 +68%
ACM
42
Ashe Capital Management
New Jersey
$2.18M -$61.2M -9,899,435 -97%
CP
43
CenterBook Partners
Connecticut
$2.09M +$1.17M +188,462 +135%
Two Sigma Investments
44
Two Sigma Investments
New York
$2.05M +$1.5M +242,387 +301%
TI
45
Trexquant Investment
Connecticut
$1.92M +$1.4M +226,189 +298%
RA
46
Royce & Associates
New York
$1.89M
Deutsche Bank
47
Deutsche Bank
Germany
$1.88M -$6.62K -1,071 -0.4%
TCCM
48
Timber Creek Capital Management
Massachusetts
$1.82M +$99.3K +16,059 +6%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.79M -$21.8K -3,520 -1%
Millennium Management
50
Millennium Management
New York
$1.7M +$743K +120,095 +81%

LILAK Hedge Fund Activity: Q1 2024 in Review

202 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Liberty Latin America Class C (LILAK) for Q1 2024, worth a combined $731M — down 15% from $856M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of LILAK and 19 opened new positions — a net loss of 7 holders — while 77 trimmed existing stakes and 50 added.

The largest buyer was Fidelity Investments, adding an estimated $4.28M. The largest seller was Ashe Capital Management, cutting an estimated $61.2M.

  • 202 institutional investors held Liberty Latin America Class C (LILAK) as of Q1 2024, down from 211 in Q4 2023.
  • Funds reported $731M of Liberty Latin America Class C stock for Q1 2024, down 15% quarter-over-quarter.
  • 19 funds opened new Liberty Latin America Class C positions in Q1 2024 and 26 closed out, a net change of -7 holders.
  • The largest Liberty Latin America Class C buyer in Q1 2024 was Fidelity Investments, an estimated $4.28M added.
  • The largest Liberty Latin America Class C seller in Q1 2024 was Ashe Capital Management, an estimated $61.2M sold.

Based on aggregated 13F filings for Q1 2024.