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Liberty Latin America Class C

248 hedge funds and large institutions have $2.77B invested in Liberty Latin America Class C in 2016 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,242% more call options, than puts

Call options by funds: $38M | Put options by funds: $2.83M

28% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 74

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

7% less capital invested

Capital invested by funds: $2.97B → $2.77B (-$193M)

14% less funds holding

Funds holding: 287248 (-39)

39% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 93

Holders
248
Holders Change
-39
Holders Change %
-13.59%
% of All Funds
6.62%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
57
Increased
95
Reduced
74
Closed
93
Calls
$38M
Puts
$2.83M
Net Calls
+$35.1M
Net Calls Change
+$36M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1
Genesis Asset Managers
United Kingdom
$226M +$161M +6,028,834 +188%
Boston Partners
2
Boston Partners
Massachusetts
$173M +$11.4M +425,009 +6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$169M -$11.5M -430,815 -6%
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$155M -$10.4M -389,876 -6%
Goldman Sachs
5
Goldman Sachs
New York
$135M +$87.6M +3,272,859 +140%
AACR
6
ACR Alpine Capital Research
Missouri
$120M +$106M +3,974,619 +1,450%
BRC
7
Blue Ridge Capital
New York
$113M
Dodge & Cox
8
Dodge & Cox
California
$109M -$181K -6,776 -0.1%
SA
9
SPO Advisory
California
$108M
FTCM
10
Fir Tree Capital Management
New York
$81.2M +$90.5M +3,381,284 New
Artisan Partners
11
Artisan Partners
Wisconsin
$74.8M -$1.01M -37,878 -1%
CFM
12
Coronation Fund Managers
South Africa
$71.6M +$79.7M +2,980,717 New
BIT
13
BlackRock Institutional Trust
California
$60.5M +$3.43M +128,025 +5%
DSA
14
Davis Selected Advisers
Arizona
$57.8M -$3.69M -137,912 -5%
ESG
15
Emerging Sovereign Group
New York
$47.9M +$43M +1,607,377 +415%
Vanguard Group
16
Vanguard Group
Pennsylvania
$45.4M +$7.01M +261,972 +16%
Grantham, Mayo, Van Otterloo & Co (GMO)
17
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$43.5M +$19.3M +723,136 +66%
NCMU
18
NAYA Capital Management (UK)
United Kingdom
$40M +$17M +634,036 +61%
AWG
19
Alpha Wave Global
New York
$36.4M +$4.84M +181,071 +14%
Berkshire Hathaway
20
Berkshire Hathaway
Nebraska
$36M
SA
21
SQ Advisors
Florida
$34.6M +$31.9M +1,191,535 +481%
WBC
22
Westpac Banking Corp
Australia
$33.9M +$30.9M +1,153,825 +23,707%
TIM
23
Thornburg Investment Management
New Mexico
$26.5M +$9.32M +348,270 +46%
State Street
24
State Street
Massachusetts
$26M +$4.3M +160,757 +17%
WIM
25
Weitz Investment Management
Nebraska
$25.1M -$2.04M -76,299 -7%

LILAK Hedge Fund Activity: Q3 2016 in Review

248 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Liberty Latin America Class C (LILAK) for Q3 2016, worth a combined $2.77B — down 6.5% from $2.97B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of LILAK and 57 opened new positions — a net loss of 36 holders — while 74 trimmed existing stakes and 95 added.

The largest buyer was Genesis Asset Managers, adding an estimated $161M. The largest seller was First Eagle Investment Management, cutting an estimated $72.7M.

  • 248 institutional investors held Liberty Latin America Class C (LILAK) as of Q3 2016, down from 287 in Q2 2016.
  • Funds reported $2.77B of Liberty Latin America Class C stock for Q3 2016, down 6.5% quarter-over-quarter.
  • 57 funds opened new Liberty Latin America Class C positions in Q3 2016 and 93 closed out, a net change of -36 holders.
  • The largest Liberty Latin America Class C buyer in Q3 2016 was Genesis Asset Managers, an estimated $161M added.
  • The largest Liberty Latin America Class C seller in Q3 2016 was First Eagle Investment Management, an estimated $72.7M sold.

Based on aggregated 13F filings for Q3 2016.