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Liberty Latin America Class C

200 hedge funds and large institutions have $1.12B invested in Liberty Latin America Class C in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 82 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $3.28M | Put options by funds: $965K

17.63% more ownership

Funds ownership: 96.81%114.44% (+18%)

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

9% more capital invested

Capital invested by funds: $1.03B → $1.12B (+$95.8M)

2% more funds holding

Funds holding: 197200 (+3)

0% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 82

Holders
200
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
4.04%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
33
Increased
82
Reduced
82
Closed
29
Calls
$3.28M
Puts
$965K
Net Calls
+$2.31M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1
Genesis Investment Management
United Kingdom
$138M +$30.1M +3,758,061 +29%
SCP
2
Searchlight Capital Partners
New York
$116M +$22.3M +2,781,139 +22%
ACM
3
Ashe Capital Management
New Jersey
$101M +$29.7M +3,710,588 +37%
BlackRock
4
BlackRock
New York
$94M +$21.6M +2,693,049 +27%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$56.2M +$13.4M +1,669,895 +28%
TCCM
6
Two Creeks Capital Management
New York
$47.7M +$29.2M +3,647,349 +130%
FCP
7
Fine Capital Partners
New York
$35.5M -$302K -37,699 -0.8%
RRAM
8
River Road Asset Management
Kentucky
$32.3M -$2.24M -279,758 -6%
State Street
9
State Street
Massachusetts
$29.1M +$6.89M +859,851 +28%
CBCM
10
Cook & Bynum Capital Management
Alabama
$27.1M +$4.44M +554,735 +18%
Vanguard Group
11
Vanguard Group
Pennsylvania
$24.1M +$3.42M +427,008 +15%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$23.5M +$7.85M +980,219 +45%
JP Morgan Chase
13
JP Morgan Chase
New York
$20.4M +$13.6M +1,693,040 +165%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$19.2M +$3.21M +401,222 +18%
WIM
15
Weitz Investment Management
Nebraska
$15M +$2.65M +331,304 +19%
Citigroup
16
Citigroup
New York
$13.9M -$1.1M -137,699 -7%
AIMCA
17
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.4M -$901K -112,496 -6%
Norges Bank
18
Norges Bank
Norway
$12.8M -$1.82M -227,629 -12%
Marshall Wace
19
Marshall Wace
United Kingdom
$12.4M -$3.91M -487,962 -23%
Charles Schwab
20
Charles Schwab
California
$12.3M +$2.15M +267,947 +19%
IG
21
Inherent Group
New York
$11.8M +$12.7M +1,589,004 New
MCM
22
Moon Capital Management
New York
$11.7M +$4.25M +531,173 +51%
Berkshire Hathaway
23
Berkshire Hathaway
Nebraska
$11.6M +$587K +73,225 +5%
Northern Trust
24
Northern Trust
Illinois
$11.1M -$1.07M -134,143 -8%
PMG
25
Private Management Group
California
$10.7M +$920K +114,846 +9%

LILAK Hedge Fund Activity: Q3 2020 in Review

200 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Liberty Latin America Class C (LILAK) for Q3 2020, worth a combined $1.12B — up 9.3% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new LILAK positions and 29 closed out — a net gain of 4 holders — while 82 added to existing stakes and 82 trimmed.

The largest buyer was Genesis Investment Management, adding an estimated $30.1M. The largest seller was RWC Asset Advisors, exiting entirely with an estimated $26.9M sold.

  • 200 institutional investors held Liberty Latin America Class C (LILAK) as of Q3 2020, up from 197 in Q2 2020.
  • Funds reported $1.12B of Liberty Latin America Class C stock for Q3 2020, up 9.3% quarter-over-quarter.
  • 33 funds opened new Liberty Latin America Class C positions in Q3 2020 and 29 closed out, a net change of +4 holders.
  • The largest Liberty Latin America Class C buyer in Q3 2020 was Genesis Investment Management, an estimated $30.1M added.
  • The largest Liberty Latin America Class C seller in Q3 2020 was RWC Asset Advisors, an estimated $26.9M sold.

Based on aggregated 13F filings for Q3 2020.