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Liberty Latin America Class C

188 hedge funds and large institutions have $1.99B invested in Liberty Latin America Class C in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,740% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $42K

10% more capital invested

Capital invested by funds: $1.81B → $1.99B (+$188M)

0.84% more ownership

Funds ownership: 84.54%85.38% (+0.84%)

2% less funds holding

Funds holding: 191188 (-3)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

17% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 60

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
188
Holders Change
-3
Holders Change %
-1.57%
% of All Funds
3.27%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
12
Increased
50
Reduced
60
Closed
15
Calls
$1.61M
Puts
$42K
Net Calls
+$1.57M
Net Calls Change
-$163K
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Holdings
126
Nomura Holdings
Japan
$240K +$240K +18,700 New
HKAM
127
Horizon Kinetics Asset Management
New York
$234K
BL
128
Bleichroeder LP
New York
$233K
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$231K
CIM
130
CIM Investment Management
Pennsylvania
$209K
Fuller & Thaler Asset Management
131
Fuller & Thaler Asset Management
California
$203K -$28.2K -2,200 -12%
MAFM
132
Mid Atlantic Financial Management
Pennsylvania
$193K -$49.4K -3,850 -20%
Acadian Asset Management
133
Acadian Asset Management
Massachusetts
$191K -$402K -31,342 -68%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$182K +$14.3K +1,112 +8%
AIP
135
Ameritas Investment Partners
Nebraska
$178K
CG
136
Colony Group
Massachusetts
$169K
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$161K -$227K -17,699 -58%
SC
138
Shay Capital
New York
$155K +$155K +12,100 New
PAMU
139
Pictet Asset Management (UK)
United Kingdom
$152K
MFA
140
Mayflower Financial Advisors
Massachusetts
$143K
Barrow, Hanley, Mewhinney & Strauss
141
Barrow, Hanley, Mewhinney & Strauss
Texas
$113K -$25.4K -1,977 -18%
SPIA
142
Steward Partners Investment Advisory
New York
$93K -$296K -23,060 -76%
SWM
143
Spire Wealth Management
Virginia
$86K
TRCT
144
Tower Research Capital (TRC)
New York
$81K -$119K -9,283 -60%
Simplex Trading
145
Simplex Trading
Illinois
$71K -$447K -34,845 -86%
EVM
146
Eaton Vance Management
Massachusetts
$68K
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$52K
CP
148
Castleview Partners
Texas
$51K +$51.1K +3,980 New
RHDIC
149
R.H. Dinel Investment Counsel
California
$45K
MA
150
Montag & Associates
Georgia
$42K +$42.4K +3,300 New

LILAK Hedge Fund Activity: Q2 2021 in Review

188 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Liberty Latin America Class C (LILAK) for Q2 2021, worth a combined $1.99B — up 10% from $1.81B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of LILAK and 12 opened new positions — a net loss of 3 holders — while 60 trimmed existing stakes and 50 added.

The largest buyer was Davenport & Co, adding an estimated $21.6M. The largest seller was BlackRock, cutting an estimated $13.8M.

  • 188 institutional investors held Liberty Latin America Class C (LILAK) as of Q2 2021, down from 191 in Q1 2021.
  • Funds reported $1.99B of Liberty Latin America Class C stock for Q2 2021, up 10% quarter-over-quarter.
  • 12 funds opened new Liberty Latin America Class C positions in Q2 2021 and 15 closed out, a net change of -3 holders.
  • The largest Liberty Latin America Class C buyer in Q2 2021 was Davenport & Co, an estimated $21.6M added.
  • The largest Liberty Latin America Class C seller in Q2 2021 was BlackRock, an estimated $13.8M sold.

Based on aggregated 13F filings for Q2 2021.