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Liberty Latin America Class C

198 hedge funds and large institutions have $1.68B invested in Liberty Latin America Class C in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 52 increasing their positions, 67 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.01% less ownership

Funds ownership: 88.19%85.17% (-3%)

7% less capital invested

Capital invested by funds: $1.81B → $1.68B (-$130M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

9% less funds holding

Funds holding: 217198 (-19)

22% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 67

34% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 50

61% less call options, than puts

Call options by funds: $3.04M | Put options by funds: $7.78M

Holders
198
Holders Change
-19
Holders Change %
-8.76%
% of All Funds
4.54%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
33
Increased
52
Reduced
67
Closed
50
Calls
$3.04M
Puts
$7.78M
Net Calls
-$4.75M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1
Genesis Asset Managers
United Kingdom
$188M +$15.4M +834,001 +8%
Dodge & Cox
2
Dodge & Cox
California
$127M
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$116M +$7.67M +416,499 +6%
ACM
4
Ashe Capital Management
New Jersey
$84.8M +$681K +36,965 +0.7%
Eagle Capital Management (New York)
5
Eagle Capital Management (New York)
New York
$84.5M -$2.35M -127,521 -2%
FMI
6
Fiduciary Management Inc
Wisconsin
$75M -$6.45M -350,460 -7%
FCP
7
Fine Capital Partners
New York
$59.5M +$21.5M +1,165,864 +47%
TCCM
8
Two Creeks Capital Management
New York
$49.8M
Invesco
9
Invesco
Georgia
$43.7M +$20.9M +1,135,393 +74%
BlackRock
10
BlackRock
New York
$43.5M +$1.84M +100,118 +4%
Boston Partners
11
Boston Partners
Massachusetts
$40.9M -$58.5M -3,175,092 -56%
Vanguard Group
12
Vanguard Group
Pennsylvania
$34.3M +$310K +16,857 +0.8%
Franklin Resources
13
Franklin Resources
California
$34.1M +$4.71M +255,953 +14%
MC
14
MIG Capital
California
$30.8M
CBCM
15
Cook & Bynum Capital Management
Alabama
$30M +$15.8M +857,098 +88%
RAA
16
RWC Asset Advisors
Florida
$29.8M +$33M +1,793,814 New
WIM
17
Weitz Investment Management
Nebraska
$28.5M -$969K -52,655 -3%
Norges Bank
18
Norges Bank
Norway
$27.1M -$5.89M -320,024 -16%
Grantham, Mayo, Van Otterloo & Co (GMO)
19
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.7M -$5.91M -321,255 -16%
AIMCA
20
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$25.4M +$28.6M +1,551,993 New
Berkshire Hathaway
21
Berkshire Hathaway
Nebraska
$24.5M
Fidelity International
22
Fidelity International
Bermuda
$23.8M +$754K +40,979 +3%
HAM
23
HHR Asset Management
New Jersey
$23M -$1.53M -83,176 -6%
DSA
24
Davis Selected Advisers
Arizona
$22.6M -$1.23M -66,891 -5%
RRAM
25
River Road Asset Management
Kentucky
$21.2M +$1.46M +79,119 +6%

LILAK Hedge Fund Activity: Q1 2018 in Review

198 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Liberty Latin America Class C (LILAK) for Q1 2018, worth a combined $1.68B — down 7.2% from $1.81B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of LILAK and 33 opened new positions — a net loss of 17 holders — while 67 trimmed existing stakes and 52 added.

The largest buyer was RWC Asset Advisors, opening a new position worth an estimated $33M. The largest seller was Sentry Investments, exiting entirely with an estimated $61.1M sold.

  • 198 institutional investors held Liberty Latin America Class C (LILAK) as of Q1 2018, down from 217 in Q4 2017.
  • Funds reported $1.68B of Liberty Latin America Class C stock for Q1 2018, down 7.2% quarter-over-quarter.
  • 33 funds opened new Liberty Latin America Class C positions in Q1 2018 and 50 closed out, a net change of -17 holders.
  • The largest Liberty Latin America Class C buyer in Q1 2018 was RWC Asset Advisors, an estimated $33M added.
  • The largest Liberty Latin America Class C seller in Q1 2018 was Sentry Investments, an estimated $61.1M sold.

Based on aggregated 13F filings for Q1 2018.