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Liberty Latin America Class C

205 hedge funds and large institutions have $1.9B invested in Liberty Latin America Class C in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 53 increasing their positions, 48 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

13% more capital invested

Capital invested by funds: $1.68B → $1.9B (+$212M)

10% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 48

9.39% more ownership

Funds ownership: 85.17%94.56% (+9.4%)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

4% more funds holding

Funds holding: 198205 (+7)

14% less call options, than puts

Call options by funds: $2.7M | Put options by funds: $3.15M

Holders
205
Holders Change
+7
Holders Change %
+3.54%
% of All Funds
4.69%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.3%
New
41
Increased
53
Reduced
48
Closed
34
Calls
$2.7M
Puts
$3.15M
Net Calls
-$449K
Net Calls Change
+$4.3M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$814K -$142K -8,140 -14%
SKK
102
Shepherd Kaplan Krochuk
Massachusetts
$723K +$16.9K +969 +2%
OIMU
103
Orbis Investment Management (US)
California
$705K -$541K -30,990 -42%
HK
104
Horizon Kinetics
New York
$702K -$61.9K -3,547 -8%
WI
105
Wintrust Investments
Illinois
$639K +$5.43K +311 +0.8%
PPA
106
Parametric Portfolio Associates
Washington
$631K -$542K -31,027 -45%
OAG
107
Orbis Allan Gray
Bermuda
$601K
Nomura Holdings
108
Nomura Holdings
Japan
$590K +$137K +7,827 +28%
DTL
109
Dynamic Technology Lab
Singapore
$555K +$585K +33,488 New
FG
110
Formula Growth
Quebec, Canada
$551K
CC
111
Cipher Capital
New York
$515K +$541K +31,018 New
Citigroup
112
Citigroup
New York
$500K +$484K +27,755 +1,179%
PGIM
113
Pacific Global Investment Management
California
$488K -$4.75K -272 -0.9%
NSEDCP
114
NJ State Employees Deferred Compensation Plan
New Jersey
$465K +$489K +28,037 New
Teacher Retirement System of Texas
115
Teacher Retirement System of Texas
Texas
$452K -$70.1K -4,015 -13%
KBC Group
116
KBC Group
Belgium
$443K +$44.9K +2,574 +11%
PA
117
Pinnacle Associates
New York
$440K +$10.1K +576 +2%
Mackenzie Financial
118
Mackenzie Financial
Ontario, Canada
$422K +$444K +25,438 New
UBS Group
119
UBS Group
Switzerland
$400K +$256K +14,674 +155%
KS
120
Karpas Strategies
Connecticut
$375K -$9.25K -530 -2%
WIM
121
Wittenberg Investment Management
Massachusetts
$373K +$22.4K +1,285 +6%
AG
122
Aperio Group
California
$345K -$5.03K -288 -1%
USAA
123
United Services Automobile Association
Texas
$339K
DC
124
Davenport & Co
Virginia
$339K +$16.7K +958 +5%
HighTower Advisors
125
HighTower Advisors
Illinois
$305K -$8.19K -469 -2%

LILAK Hedge Fund Activity: Q2 2018 in Review

205 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Liberty Latin America Class C (LILAK) for Q2 2018, worth a combined $1.9B — up 13% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new LILAK positions and 34 closed out — a net gain of 7 holders — while 53 added to existing stakes and 48 trimmed.

The largest buyer was BlackRock, adding an estimated $107M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), exiting entirely with an estimated $26.7M sold.

  • 205 institutional investors held Liberty Latin America Class C (LILAK) as of Q2 2018, up from 198 in Q1 2018.
  • Funds reported $1.9B of Liberty Latin America Class C stock for Q2 2018, up 13% quarter-over-quarter.
  • 41 funds opened new Liberty Latin America Class C positions in Q2 2018 and 34 closed out, a net change of +7 holders.
  • The largest Liberty Latin America Class C buyer in Q2 2018 was BlackRock, an estimated $107M added.
  • The largest Liberty Latin America Class C seller in Q2 2018 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $26.7M sold.

Based on aggregated 13F filings for Q2 2018.