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Liberty Latin America Class C

186 hedge funds and large institutions have $1.06B invested in Liberty Latin America Class C in 2015 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 45 increasing their positions, 55 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,919% more call options, than puts

Call options by funds: $5.93M | Put options by funds: $37K

31% more capital invested

Capital invested by funds: $811M → $1.06B (+$254M)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

5% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 39

1% less funds holding

Funds holding: 188186 (-2)

18% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 55

Holders
186
Holders Change
-2
Holders Change %
-1.06%
% of All Funds
4.88%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
37
Increased
45
Reduced
55
Closed
39
Calls
$5.93M
Puts
$37K
Net Calls
+$5.89M
Net Calls Change
-$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
151
Huntington National Bank
Ohio
$4K +$2.97K +91 +337%
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$3K -$261 -8 -9%
DAM
153
Delta Asset Management
Tennessee
$3K
MCA
154
Mercer Capital Advisers
New Jersey
$3K
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$3K +$196 +6 +11%
AIG
156
American International Group
New York
$2K -$72.8K -2,233 -97%
QCG
157
Quadrant Capital Group
Ohio
$2K
HF
158
Hoxton Financial
West Virginia
$2K +$1.57K +48 New
IA
159
IFP Advisors
Florida
$2K +$1.79K +55 New
ASN
160
Advisory Services Network
Georgia
$1K -$4.14K -127 -88%
TCOV
161
Trust Company of Vermont
Vermont
$1K -$1.86K -57 -70%
BWA
162
Burt Wealth Advisors
Maryland
$1K
CHP
163
Cable Hill Partners
Oregon
$1K
DBT
164
Dubuque Bank & Trust
Iowa
$1K
FIB
165
First Interstate Bank
Montana
$1K
IWMPD
166
Integrated Wealth Management (Palm Desert)
California
$1K
TWA
167
TCI Wealth Advisors
Arizona
$1K
CFA
168
Carroll Financial Associates
North Carolina
$1K +$33 +1 +4%
WAM
169
Wealthspire Advisors (Maryland)
Maryland
$1K +$815 +25 New
MFS
170
MSI Financial Services
Massachusetts
$1K +$1.01K +31 +517%
FCCM
171
First City Capital Management
Georgia
$516
MPWT
172
MassMutual Private Wealth & Trust
Connecticut
$86 +$65 +2 New
WOC
173
West Oak Capital
California
$43
Artisan Partners
174
Artisan Partners
Wisconsin
-$19.4M -661,983 Closed
TVM
175
Tiger Veda Management
New York
-$5.81M -198,178 Closed

LILAK Hedge Fund Activity: Q4 2015 in Review

186 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Liberty Latin America Class C (LILAK) for Q4 2015, worth a combined $1.06B — up 31% from $811M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of LILAK and 37 opened new positions — a net loss of 2 holders — while 55 trimmed existing stakes and 45 added.

The largest buyer was Soros Fund Management, adding an estimated $38M. The largest seller was Artisan Partners, exiting entirely with an estimated $19.4M sold.

  • 186 institutional investors held Liberty Latin America Class C (LILAK) as of Q4 2015, down from 188 in Q3 2015.
  • Funds reported $1.06B of Liberty Latin America Class C stock for Q4 2015, up 31% quarter-over-quarter.
  • 37 funds opened new Liberty Latin America Class C positions in Q4 2015 and 39 closed out, a net change of -2 holders.
  • The largest Liberty Latin America Class C buyer in Q4 2015 was Soros Fund Management, an estimated $38M added.
  • The largest Liberty Latin America Class C seller in Q4 2015 was Artisan Partners, an estimated $19.4M sold.

Based on aggregated 13F filings for Q4 2015.