AMERICA MOVIL SAB DE CV AMX
SPON ADS RP CL B · ADR · CUSIP 02390A101 · ISIN US02390A1016
Mexican multinational telecommunications company
- SectorCommunication
- IndustryTelephone Communications (No Radiotelephone)
- HeadquartersMexico City, Mexico
- Founded2000
- Websiteamericamovil.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $21.64. Options: 4 managers hold calls ($3.2m notional), 5 hold puts ($2.9m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1 |
| Q4 2022 | 1 |
| Q1 2023 | 268 |
| Q2 2023 | 281 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 1 | 0 |
| Q1 2023 | 265 | 0 |
| Q2 2023 | 128 | 110 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $0 | $0 | — |
| Q4 2022 | $0 | $0 | — |
| Q1 2023 | $3.0m | $2.5m | 0.85 |
| Q2 2023 | $3.2m | $2.9m | 0.93 |
Biggest buyers
| BANK OF AMERICA CORP /DE/ | Added | +2.0m |
| LAZARD ASSET MANAGEMENT LLC | Added | +1.7m |
| Driehaus Capital Management LLC | Added | +369.4k |
| Qube Research & Technologies Ltd | Added | +244.4k |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | New | +236.2k |
| Robeco Institutional Asset Management B.V. | Added | +211.5k |
| MORGAN STANLEY | Added | +111.9k |
| WELLS FARGO & COMPANY/MN | Added | +99.0k |
| GOLDMAN SACHS GROUP INC | Added | +86.6k |
| Bank of New Hampshire | New | +71.1k |
Biggest sellers
| Invesco Ltd. | Reduced | -2.1m |
| Capital International Investors | Reduced | -1.6m |
| DEUTSCHE BANK AG\ | Sold out | -742.4k |
| JPMORGAN CHASE & CO | Reduced | -474.4k |
| Westwood Global Investments, LLC | Reduced | -446.0k |
| STATE STREET CORP | Reduced | -445.9k |
| Allspring Global Investments Holdings, LLC | Reduced | -417.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -361.3k |
| BlackRock Inc. | Reduced | -333.3k |
| Grantham, Mayo, Van Otterloo & Co. LLC | Sold out | -258.2k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $3.1m142.6k shares |
| SIMPLEX TRADING, LLC | Added | $38.0k1.8k shares |
| Walleye Trading LLC | New | $28.1k1.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | New | $00 shares |
Biggest puts
| WOLVERINE TRADING, LLC | Added | $2.0m92.4k shares |
| Walleye Trading LLC | New | $831.0k38.4k shares |
| CITADEL ADVISORS LLC | Reduced | $58.4k2.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $17.0k800 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | New | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| HELU CARLOS SLIM 13D · may seek influence filed 2024-12-27 | 51.0% |
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| Capital International Investors 0.25% of their portfolio | 47.7m $1.0bn | Reduced -1.6m |
| Invesco Ltd. 0.14% of their portfolio | 24.3m $525.2m | Reduced -2.1m |
| Westwood Global Investments, LLC 16.10% of their portfolio | 15.1m $327.1m | Reduced -446.0k |
| LAZARD ASSET MANAGEMENT LLC 0.28% of their portfolio | 10.5m $227.0m | Added +1.7m |
| Allspring Global Investments Holdings, LLC 0.31% of their portfolio | 8.9m $191.8m | Reduced -417.3k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 5.2m $111.6m | Reduced -78.6k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 4.5m $96.8m | Added +2.0m |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.11% of their portfolio | 3.7m $79.5m | Reduced -361.3k |
| Capital Group Private Client Services, Inc. 0.69% of their portfolio | 2.7m $58.3m | Added +62.5k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 2.7m $58.1m | Reduced -23.7k |
| Capital International, Inc./CA/ 1.03% of their portfolio | 2.6m $56.7m | Reduced -1.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.07% of their portfolio | 2.4m $52.0m | Reduced -123.6k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.32% of their portfolio | 2.2m $48.1m | Reduced -180.0k |
| Amundi 0.02% of their portfolio | 2.0m $44.3m | Added +7.3k |
| MORGAN STANLEY 0.00% of their portfolio | 2.0m $43.2m | Added +111.9k |
| MACQUARIE GROUP LTD 0.05% of their portfolio | 2.0m $43.1m | Added +31.8k |
| Driehaus Capital Management LLC 0.50% of their portfolio | 1.8m $39.3m | Added +369.4k |
| Robeco Institutional Asset Management B.V. 0.10% of their portfolio | 1.8m $38.4m | Added +211.5k |
| BlackRock Inc. 0.00% of their portfolio | 1.7m $36.7m | Reduced -333.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.6m $34.8m | Reduced -474.4k |
| TODD ASSET MANAGEMENT LLC 0.61% of their portfolio | 1.2m $26.3m | Added +5.0k |
| CAPITAL INTERNATIONAL SARL 0.99% of their portfolio | 1.0m $22.1m | Added +68.9k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 1.0m $21.7m | Added +99.0k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 987.8k $21.4m | Added +2.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 843.7k $18.3m | Added +30.4k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 757.4k $16.4m | Reduced -2.8k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.13% of their portfolio | 641.0k $13.9m | Unchanged |
| TSP Capital Management Group, LLC 4.94% of their portfolio | 632.1k $13.7m | Reduced -550 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 609.3k $13.2m | Reduced -48.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 544.8k $11.8m | Added +86.6k |
| CAPITAL INTERNATIONAL LTD /CA/ 0.64% of their portfolio | 531.4k $11.5m | Added +1.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 473.3k $10.2m | Reduced -42.4k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 445.1k $9.6m | Added +22.6k |
| Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio | 375.4k $8.1m | Reduced -170.9k |
| NORGES BANK 0.00% of their portfolio | 350.0k $7.6m | Unchanged |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 337.6k $7.3m | Added +244.4k |
| GABELLI FUNDS LLC 0.05% of their portfolio | 334.2k $7.2m | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 256.9k $5.6m | Reduced -445.9k |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT 0.60% of their portfolio | 236.2k $5.1m | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.07% of their portfolio | 218.7k $4.7m | Added +2.8k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 217.7k $4.7m | Reduced -10.2k |
| CHASE INVESTMENT COUNSEL CORP 2.14% of their portfolio | 196.5k $4.3m | Added +5.8k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 193.8k $4.2m | Reduced -9.6k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 193.2k $4.2m | Added +6.8k |
| Henry James International Management Inc. 1.63% of their portfolio | 174.2k $3.8m | Added +228 |
| M&T Bank Corp 0.01% of their portfolio | 167.5k $3.6m | Reduced -215 |
| UBS Group AG 0.00% of their portfolio | 166.4k $3.6m | Reduced -361 |
| Qtron Investments LLC 0.65% of their portfolio | 157.2k $3.4m | Reduced -2.3k |
| Crossmark Global Holdings, Inc. 0.07% of their portfolio | 153.1k $3.3m | Added +4.2k |
| American Trust Investment Advisors, LLC 1.83% of their portfolio | 151.2k $3.3m | Added +275 |
| Dorsey Wright & Associates 0.94% of their portfolio | 143.8k $3.1m | Reduced -14.5k |
| Creative Planning 0.00% of their portfolio | 139.6k $3.0m | Reduced -7 |
| US BANCORP \DE\ 0.00% of their portfolio | 131.7k $2.8m | Reduced -3.0k |
| ASSETMARK, INC 0.01% of their portfolio | 128.8k $2.8m | Added +22.4k |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 124.8k $2.0m | First filing |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 122.7k $2.7m | Added +4.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 120.4k $2.6m | Reduced -6.3k |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 0.13% of their portfolio | 118.3k $2.6m | Reduced -5.6k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 115.4k $2.5m | Added +15.9k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio | 108.9k $2.4m | Reduced -5.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 92.6k $2.0m | Reduced -99.4k |
| APG Asset Management N.V. 0.00% of their portfolio | 89.1k $1.8m | Reduced -105.2k |
| GQG Partners LLC 0.00% of their portfolio | 88.8k $1.9m | Reduced -40.4k |
| AUXIER ASSET MANAGEMENT LLC 0.30% of their portfolio | 84.2k $1.8m | Reduced -15.3k |
| LPL Financial LLC 0.00% of their portfolio | 83.6k $1.8m | Added +2.4k |
| OLD MISSION CAPITAL LLC 0.07% of their portfolio | 83.3k $1.8m | Added +56.9k |
| AIA Group Ltd 0.09% of their portfolio | 82.0k $1.8m | Added +45.8k |
| Asset Management One Co., Ltd. 0.01% of their portfolio | 80.9k $1.8m | Reduced -64.6k |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 79.7k $1.7m | Added +6.1k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 78.7k $1.7m | Added +7.0k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 74.2k $1.6m | Added +312 |
| Advisors Asset Management, Inc. 0.03% of their portfolio | 72.7k $1.6m | Added +10.5k |
| HERITAGE INVESTORS MANAGEMENT CORP 0.06% of their portfolio | 72.6k $1.6m | Unchanged |
| RITHOLTZ WEALTH MANAGEMENT 0.07% of their portfolio | 71.9k $1.6m | Added +457 |
| Bank of New Hampshire 0.44% of their portfolio | 71.1k $1.5m | New |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 69.7k $1.5m | Added +10.9k |
| PEAPACK GLADSTONE FINANCIAL CORP 0.03% of their portfolio | 69.7k $1.5m | Unchanged |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 68.9k $1.5m | New |
| Bleakley Financial Group, LLC 0.04% of their portfolio | 61.2k $1.3m | Added +2.7k |
| Simplicity Solutions, LLC 0.04% of their portfolio | 61.2k $1.3m | Added +2.5k |
| Corient Private Wealth LP 0.00% of their portfolio | 60.9k $1.3m | Added +314 |
| Ethic Inc. 0.05% of their portfolio | 60.4k $1.3m | Added +6.5k |
| CITIGROUP INC 0.00% of their portfolio | 60.2k $1.3m | Added +19.8k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 55.4k $1.2m | Reduced -52.4k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 54.5k $1.2m | New |
| WOLVERINE TRADING, LLC 0.02% of their portfolio | 53.4k $1.2m | Reduced -91.2k |
| Bard Financial Services, Inc. 0.09% of their portfolio | 52.0k $1.1m | Unchanged |
| E. Ohman J:or Asset Management AB 0.04% of their portfolio | 51.8k $1.1m | Unchanged |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 49.8k $1.1m | Added +13.8k |
| PROFUND ADVISORS LLC 0.06% of their portfolio | 48.1k $1.0m | Added +5.3k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 47.8k $1.0m | Added +3.5k |
| WHITTIER TRUST CO OF NEVADA INC 0.03% of their portfolio | 47.0k $1.0m | Reduced -6 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 45.8k $991.9k | Added +1.1k |
| Banque Cantonale Vaudoise 0.05% of their portfolio | 45.3k $980.0k | New |
| Mitsubishi UFJ Trust & Banking Corp 0.00% of their portfolio | 44.4k $961.1k | Added +3.6k |
| WHITTIER TRUST CO 0.02% of their portfolio | 43.5k $940.1k | Added +3.9k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 43.4k $939.6k | Added +7.3k |
| MAI Capital Management 0.01% of their portfolio | 41.4k $895.5k | Reduced -28 |
| Sheaff Brock Investment Advisors, LLC 0.08% of their portfolio | 39.6k $856.0k | Unchanged |
| DAVENPORT & Co LLC 0.01% of their portfolio | 39.1k $846.0k | New |