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Liberty Latin America Class C

203 hedge funds and large institutions have $1.96B invested in Liberty Latin America Class C in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 60 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,475% more call options, than puts

Call options by funds: $113M | Put options by funds: $979K

3% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 60

3.88% less ownership

Funds ownership: 92.44%88.57% (-3.9%)

13% less capital invested

Capital invested by funds: $2.24B → $1.96B (-$281M)

14% less funds holding

Funds holding: 237203 (-34)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

56% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 55

Holders
203
Holders Change
-34
Holders Change %
-14.35%
% of All Funds
5.06%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.22%
New
24
Increased
62
Reduced
60
Closed
55
Calls
$113M
Puts
$979K
Net Calls
+$112M
Net Calls Change
-$57.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
151
Next Financial Group
Texas
$34K -$459 -25 -1%
MRCM
152
M&R Capital Management
New Jersey
$34K
FANJ
153
Financial Architects (New Jersey)
New Jersey
$32K
QI
154
QS Investors
New York
$30K
TA
155
Teachers Advisors
New York
$27K -$68.9K -3,755 -71%
AG
156
Advisor Group
Arizona
$26K -$12K -652 -31%
EA
157
Edge Advisors
Georgia
$26K
Macquarie Group
158
Macquarie Group
Australia
$25K
BBHC
159
Brown Brothers Harriman & Co
New York
$24K
CG
160
Cutler Group
California
$23K -$330 -18 -1%
DADC
161
D.A. Davidson & Co
Montana
$19K -$9.32K -508 -32%
BC
162
Bartlett & Co
Ohio
$16K
GT
163
Glenmede Trust
Pennsylvania
$14K
LWCFA
164
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K
TCOV
165
Trust Company of Vermont
Vermont
$13K -$37.5K -2,047 -74%
PFPT
166
Pinnacle Financial Partners (Tennessee)
Tennessee
$12K +$12K +652 New
AIL
167
AGF Investments LLC
Ontario, Canada
$10K +$1.54K +84 +19%
TCIM
168
TIAA CREF Investment Management
New York
$8K -$470K -25,650 -98%
GHCM
169
Glen Harbor Capital Management
California
$7K
DAM
170
Delta Asset Management
Tennessee
$6K
MCIM
171
Meadow Creek Investment Management
Georgia
$6K
SBL
172
Sargent Bickham Lagudis
Colorado
$6K
EP
173
Elkfork Partners
Oregon
$5K
WTC
174
WhitTier Trust Company
Nevada
$4K -$24.3K -1,325 -84%
LTFS
175
Ladenburg Thalmann Financial Services
Florida
$4K -$7.03K -383 -65%

LILAK Hedge Fund Activity: Q2 2017 in Review

203 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Liberty Latin America Class C (LILAK) for Q2 2017, worth a combined $1.96B — down 13% from $2.24B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of LILAK and 24 opened new positions — a net loss of 31 holders — while 60 trimmed existing stakes and 62 added.

The largest buyer was Fiduciary Management Inc, adding an estimated $51.5M. The largest seller was ACR Alpine Capital Research, cutting an estimated $66.4M.

  • 203 institutional investors held Liberty Latin America Class C (LILAK) as of Q2 2017, down from 237 in Q1 2017.
  • Funds reported $1.96B of Liberty Latin America Class C stock for Q2 2017, down 13% quarter-over-quarter.
  • 24 funds opened new Liberty Latin America Class C positions in Q2 2017 and 55 closed out, a net change of -31 holders.
  • The largest Liberty Latin America Class C buyer in Q2 2017 was Fiduciary Management Inc, an estimated $51.5M added.
  • The largest Liberty Latin America Class C seller in Q2 2017 was ACR Alpine Capital Research, an estimated $66.4M sold.

Based on aggregated 13F filings for Q2 2017.