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Liberty Latin America Class C

205 hedge funds and large institutions have $1.55B invested in Liberty Latin America Class C in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,002% more call options, than puts

Call options by funds: $727K | Put options by funds: $66K

1.95% more ownership

Funds ownership: 93.18%95.13% (+1.9%)

5% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 60

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

0% less funds holding

Funds holding: 206205 (-1)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

22% less capital invested

Capital invested by funds: $1.99B → $1.55B (-$441M)

Holders
205
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
4.57%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.25%
New
31
Increased
63
Reduced
60
Closed
31
Calls
$727K
Puts
$66K
Net Calls
+$661K
Net Calls Change
+$392K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1
Genesis Asset Managers
United Kingdom
$166M +$33.2M +2,149,563 +19%
SCP
2
Searchlight Capital Partners
New York
$140M +$171M +11,098,699 +9,109%
BlackRock
3
BlackRock
New York
$118M +$9.75M +632,053 +7%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$105M +$2.22M +143,687 +2%
ACM
5
Ashe Capital Management
New Jersey
$85.8M +$26.1M +1,689,193 +33%
FCP
6
Fine Capital Partners
New York
$81.2M +$28.7M +1,858,139 +40%
Invesco
7
Invesco
Georgia
$46.2M -$972K -63,028 -2%
RAA
8
RWC Asset Advisors
Florida
$40.6M +$10.3M +670,595 +26%
RRAM
9
River Road Asset Management
Kentucky
$38.3M +$1.45M +93,756 +3%
TCCM
10
Two Creeks Capital Management
New York
$38.3M
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$34.1M +$13.1M +849,464 +45%
Goldman Sachs
12
Goldman Sachs
New York
$32.1M -$5.17M -335,079 -12%
State Street
13
State Street
Massachusetts
$31.6M -$1.18M -76,459 -3%
Vanguard Group
14
Vanguard Group
Pennsylvania
$30.7M +$2.28M +148,040 +6%
Franklin Resources
15
Franklin Resources
California
$30M -$931K -60,361 -2%
CBCM
16
Cook & Bynum Capital Management
Alabama
$26.5M +$1.37M +88,715 +5%
GAM
17
Goldentree Asset Management
New York
$25.8M +$19.4M +1,254,695 +155%
MC
18
MIG Capital
California
$23.2M +$2.9M +187,730 +11%
WIM
19
Weitz Investment Management
Nebraska
$22.7M
AIMCA
20
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$20.7M +$1.6M +103,970 +7%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$20M +$3.4M +220,137 +16%
Northern Trust
22
Northern Trust
Illinois
$19.7M +$947K +61,375 +4%
Berkshire Hathaway
23
Berkshire Hathaway
Nebraska
$18.7M
Norges Bank
24
Norges Bank
Norway
$17.8M
Fidelity International
25
Fidelity International
Bermuda
$16.9M -$1.13M -73,401 -5%

LILAK Hedge Fund Activity: Q4 2018 in Review

205 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Liberty Latin America Class C (LILAK) for Q4 2018, worth a combined $1.55B — down 22% from $1.99B a quarter earlier.

Fund positioning in LILAK was balanced in Q4 2018: 31 funds opened new positions, 31 closed out, 63 added to existing stakes and 60 trimmed.

The largest buyer was Searchlight Capital Partners, adding an estimated $171M. The largest seller was Dodge & Cox, exiting entirely with an estimated $137M sold.

  • 205 institutional investors held Liberty Latin America Class C (LILAK) as of Q4 2018, down from 206 in Q3 2018.
  • Funds reported $1.55B of Liberty Latin America Class C stock for Q4 2018, down 22% quarter-over-quarter.
  • 31 funds opened new Liberty Latin America Class C positions in Q4 2018 and 31 closed out, a net change of 0 holders.
  • The largest Liberty Latin America Class C buyer in Q4 2018 was Searchlight Capital Partners, an estimated $171M added.
  • The largest Liberty Latin America Class C seller in Q4 2018 was Dodge & Cox, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2018.