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Liberty Latin America Class C

211 hedge funds and large institutions have $856M invested in Liberty Latin America Class C in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,683% more call options, than puts

Call options by funds: $347K | Put options by funds: $6K

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

3.72% more ownership

Funds ownership: 75.6%79.32% (+3.7%)

3% more funds holding

Funds holding: 204211 (+7)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

10% less capital invested

Capital invested by funds: $950M → $856M (-$94.5M)

29% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 77

Holders
211
Holders Change
+7
Holders Change %
+3.43%
% of All Funds
3.08%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
26
Increased
55
Reduced
77
Closed
15
Calls
$347K
Puts
$6K
Net Calls
+$341K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$1.68M +$1.2M +185,698 +278%
UBS Group
52
UBS Group
Switzerland
$1.5M +$310K +47,941 +27%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$1.49M -$243K -37,556 -14%
WIM
54
Wittenberg Investment Management
Massachusetts
$1.44M -$157K -24,186 -10%
Allianz Asset Management
55
Allianz Asset Management
Germany
$1.38M +$723K +111,734 +117%
FCP
56
Fine Capital Partners
New York
$1.38M
AllianceBernstein
57
AllianceBernstein
Tennessee
$1.31M -$54.5K -8,415 -4%
GF
58
Gabelli Funds
New York
$1.26M +$10.7K +1,650 +0.9%
UBS AM
59
UBS AM
Illinois
$1.24M +$41.6K +6,423 +4%
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$1.23M +$1.18M +182,490 +47,400%
CS
61
Credit Suisse
Switzerland
$1.17M -$1.87M -288,157 -62%
PAM
62
Panagora Asset Management
Massachusetts
$1.13M +$37.8K +5,835 +4%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$1.11M +$841K +129,919 +354%
GI
64
GAMCO Investors
Connecticut
$1.11M -$108K -16,677 -9%
Legal & General Group
65
Legal & General Group
United Kingdom
$1.08M -$84K -12,975 -7%
ECP
66
Epacria Capital Partners
Colorado
$1.05M
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$1.02M -$196K -30,206 -16%
Ensign Peak Advisors
68
Ensign Peak Advisors
Utah
$994K
Millennium Management
69
Millennium Management
New York
$987K +$96.8K +14,958 +11%
CM
70
Capula Management
Cayman Islands
$970K +$941K +145,411 New
SCM
71
Sterneck Capital Management
Missouri
$943K -$30.5K -4,708 -3%
CP
72
CenterBook Partners
Connecticut
$932K -$288K -44,528 -24%
American Century Companies
73
American Century Companies
Missouri
$926K +$253K +39,075 +39%
AFG
74
American Financial Group
Ohio
$918K
HP
75
Hosking Partners
United Kingdom
$862K -$63.3K -9,783 -7%

LILAK Hedge Fund Activity: Q4 2023 in Review

211 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Liberty Latin America Class C (LILAK) for Q4 2023, worth a combined $856M — down 9.9% from $950M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LILAK positions and 15 closed out — a net gain of 11 holders — while 55 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.73M. The largest seller was River Road Asset Management, exiting entirely with an estimated $16.6M sold.

  • 211 institutional investors held Liberty Latin America Class C (LILAK) as of Q4 2023, up from 204 in Q3 2023.
  • Funds reported $856M of Liberty Latin America Class C stock for Q4 2023, down 9.9% quarter-over-quarter.
  • 26 funds opened new Liberty Latin America Class C positions in Q4 2023 and 15 closed out, a net change of +11 holders.
  • The largest Liberty Latin America Class C buyer in Q4 2023 was Morgan Stanley, an estimated $8.73M added.
  • The largest Liberty Latin America Class C seller in Q4 2023 was River Road Asset Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2023.