Vault-13

AMERICA MOVIL SAB DE CV AMX

SPON ADS RP CL B · ADR · CUSIP 02390A101 · ISIN US02390A1016

Mexican multinational telecommunications company

281 institutional holders +13 vs Q1 2023
164,619,194164.6m shares reported held*
$3.6bnreported value*
39 new 89 added 80 reduced 30 sold out net sold ≈ $58.1m (-2.7m shares)

* 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

0100200300Q3 22: 1Q4 22: 1Q1 23: 268Q2 23: 281281Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 20221
Q4 20221
Q1 2023268
Q2 2023281

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q4 22: 1 bought or addedQ4 22: 0 cut or sold outQ4 22Q1 23: 265 bought or addedQ1 23: 0 cut or sold outQ1 23Q2 23: 128 bought or addedQ2 23: 110 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 202210
Q1 20232650
Q2 2023128110

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3m$4mQ3 22 calls: $0Q3 22 puts: $0Q3 22P/C —Q4 22 calls: $0Q4 22 puts: $0Q4 22P/C —Q1 23 calls: $3.0mQ1 23 puts: $2.5mQ1 23P/C 0.85Q2 23 calls: $3.2mQ2 23 puts: $2.9mQ2 23P/C 0.93
Numbers
QuarterCallsPutsP/C
Q3 2022$0$0—
Q4 2022$0$0—
Q1 2023$3.0m$2.5m0.85
Q2 2023$3.2m$2.9m0.93

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +1,996,338+2.0m
LAZARD ASSET MANAGEMENT LLC Added +1,742,255+1.7m
Driehaus Capital Management LLC Added +369,372+369.4k
Qube Research & Technologies Ltd Added +244,431+244.4k
DISCOVERY CAPITAL MANAGEMENT, LLC / CT New +236,200+236.2k
Robeco Institutional Asset Management B.V. Added +211,515+211.5k
MORGAN STANLEY Added +111,922+111.9k
WELLS FARGO & COMPANY/MN Added +99,042+99.0k
GOLDMAN SACHS GROUP INC Added +86,643+86.6k
Bank of New Hampshire New +71,065+71.1k

Biggest sellers

Invesco Ltd. Reduced -2,098,544-2.1m
Capital International Investors Reduced -1,599,367-1.6m
DEUTSCHE BANK AG\ Sold out -742,367-742.4k
JPMORGAN CHASE & CO Reduced -474,369-474.4k
Westwood Global Investments, LLC Reduced -445,968-446.0k
STATE STREET CORP Reduced -445,936-445.9k
Allspring Global Investments Holdings, LLC Reduced -417,305-417.3k
SCHRODER INVESTMENT MANAGEMENT GROUP Reduced -361,283-361.3k
BlackRock Inc. Reduced -333,297-333.3k
Grantham, Mayo, Van Otterloo & Co. LLC Sold out -258,238-258.2k

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.

HolderStakeChangeShares Last filed
HELU CARLOS SLIM 13D · may seek influence filed 2024-12-27 51.0% 31.2bn 2024-12-27

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Capital International Investors 0.25% of their portfolio Los Angeles, CA 47,746,94647.7m $1.0bn $1.0bn 0.25% Reduced -1.6m -1,599,367
2 Invesco Ltd. 0.14% of their portfolio ATLANTA, GA 24,270,12824.3m $525.2m $525.2m 0.14% Reduced -2.1m -2,098,544
3 Westwood Global Investments, LLC 16.10% of their portfolio BOSTON, MA 15,117,79515.1m $327.1m $327.1m 16.10% Reduced -446.0k -445,968
4 LAZARD ASSET MANAGEMENT LLC 0.28% of their portfolio NEW YORK, NY 10,488,61210.5m $227.0m $227.0m 0.28% Added +1.7m +1,742,255
5 Allspring Global Investments Holdings, LLC 0.31% of their portfolio CHARLOTTE, NC 8,865,0638.9m $191.8m $191.8m 0.31% Reduced -417.3k -417,305
6 DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio AUSTIN, TX 5,155,9265.2m $111.6m $111.6m 0.04% Reduced -78.6k -78,616
7 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 4,473,3774.5m $96.8m $96.8m 0.01% Added +2.0m +1,996,338
8 SCHRODER INVESTMENT MANAGEMENT GROUP 0.11% of their portfolio London, X0 3,672,7433.7m $79.5m $79.5m 0.11% Reduced -361.3k -361,283
9 Capital Group Private Client Services, Inc. 0.69% of their portfolio Los Angeles, CA 2,692,9362.7m $58.3m $58.3m 0.69% Added +62.5k +62,540
10 AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio KANSAS CITY, MO 2,685,1652.7m $58.1m $58.1m 0.04% Reduced -23.7k -23,725
11 Capital International, Inc./CA/ 1.03% of their portfolio Los Angeles, CA 2,620,6992.6m $56.7m $56.7m 1.03% Reduced -1.7k -1,657
12 RENAISSANCE TECHNOLOGIES LLC 0.07% of their portfolio NEW YORK, NY 2,403,8282.4m $52.0m $52.0m 0.07% Reduced -123.6k -123,600
13 TEACHER RETIREMENT SYSTEM OF TEXAS 0.32% of their portfolio AUSTIN, TX 2,223,1002.2m $48.1m $48.1m 0.32% Reduced -180.0k -180,000
14 Amundi 0.02% of their portfolio Paris, I0 2,033,4002.0m $44.3m $44.3m 0.02% Added +7.3k +7,337
15 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,995,4322.0m $43.2m $43.2m 0.00% Added +111.9k +111,922
16 MACQUARIE GROUP LTD 0.05% of their portfolio Sydney, NSW 2000, C3 1,991,7912.0m $43.1m $43.1m 0.05% Added +31.8k +31,822
17 Driehaus Capital Management LLC 0.50% of their portfolio Chicago, IL 1,816,0851.8m $39.3m $39.3m 0.50% Added +369.4k +369,372
18 Robeco Institutional Asset Management B.V. 0.10% of their portfolio ROTTERDAM, P7 1,773,4741.8m $38.4m $38.4m 0.10% Added +211.5k +211,515
19 BlackRock Inc. 0.00% of their portfolio New York, NY 1,697,4621.7m $36.7m $36.7m 0.00% Reduced -333.3k -333,297
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,609,8651.6m $34.8m $34.8m 0.00% Reduced -474.4k -474,369
21 TODD ASSET MANAGEMENT LLC 0.61% of their portfolio Louisville, KY 1,214,2311.2m $26.3m $26.3m 0.61% Added +5.0k +4,990
22 CAPITAL INTERNATIONAL SARL 0.99% of their portfolio Los Angeles, CA 1,020,1581.0m $22.1m $22.1m 0.99% Added +68.9k +68,907
23 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,002,5721.0m $21.7m $21.7m 0.01% Added +99.0k +99,042
24 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 987,765987.8k $21.4m $21.4m 0.01% Added +2.9k +2,862
25 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 843,697843.7k $18.3m $18.3m 0.00% Added +30.4k +30,395
26 SEI INVESTMENTS CO 0.03% of their portfolio OAKS, PA 757,449757.4k $16.4m $16.4m 0.03% Reduced -2.8k -2,756
27 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.13% of their portfolio FRANKFORT, KY 641,000641.0k $13.9m $13.9m 0.13% Unchanged
28 TSP Capital Management Group, LLC 4.94% of their portfolio Summit, NJ 632,132632.1k $13.7m $13.7m 4.94% Reduced -550 -550
29 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 609,271609.3k $13.2m $13.2m 0.00% Reduced -48.7k -48,656
30 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 544,832544.8k $11.8m $11.8m 0.00% Added +86.6k +86,643
31 CAPITAL INTERNATIONAL LTD /CA/ 0.64% of their portfolio LOS ANGELES, CA 531,407531.4k $11.5m $11.5m 0.64% Added +1.6k +1,611
32 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 473,318473.3k $10.2m $10.2m 0.00% Reduced -42.4k -42,426
33 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 445,133445.1k $9.6m $9.6m 0.01% Added +22.6k +22,628
34 Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio VANCOUVER, A1 375,441375.4k $8.1m $8.1m 0.04% Reduced -170.9k -170,875
35 NORGES BANK 0.00% of their portfolio OSLO, Q8 350,000350.0k $7.6m $7.6m 0.00% Unchanged
36 Qube Research & Technologies Ltd 0.03% of their portfolio LONDON, X0 337,617337.6k $7.3m $7.3m 0.03% Added +244.4k +244,431
37 GABELLI FUNDS LLC 0.05% of their portfolio Rye, NY 334,250334.2k $7.2m $7.2m 0.05% Unchanged
38 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 256,904256.9k $5.6m $5.6m 0.00% Reduced -445.9k -445,936
39 DISCOVERY CAPITAL MANAGEMENT, LLC / CT 0.60% of their portfolio SOUTH NORWALK, CT 236,200236.2k $5.1m $5.1m 0.60% New
40 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.07% of their portfolio Stamford, CT 218,704218.7k $4.7m $4.7m 0.07% Added +2.8k +2,849
41 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 217,689217.7k $4.7m $4.7m 0.01% Reduced -10.2k -10,225
42 CHASE INVESTMENT COUNSEL CORP 2.14% of their portfolio CHARLOTTESVILLE, VA 196,452196.5k $4.3m $4.3m 2.14% Added +5.8k +5,783
43 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 193,792193.8k $4.2m $4.2m 0.01% Reduced -9.6k -9,641
44 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 193,175193.2k $4.2m $4.2m 0.00% Added +6.8k +6,828
45 Henry James International Management Inc. 1.63% of their portfolio NEW YORK, NY 174,193174.2k $3.8m $3.8m 1.63% Added +228 +228
46 M&T Bank Corp 0.01% of their portfolio BUFFALO, NY 167,483167.5k $3.6m $3.6m 0.01% Reduced -215 -215
47 UBS Group AG 0.00% of their portfolio ZURICH, V8 166,436166.4k $3.6m $3.6m 0.00% Reduced -361 -361
48 Qtron Investments LLC 0.65% of their portfolio Boston, MA 157,213157.2k $3.4m $3.4m 0.65% Reduced -2.3k -2,338
49 Crossmark Global Holdings, Inc. 0.07% of their portfolio HOUSTON, TX 153,066153.1k $3.3m $3.3m 0.07% Added +4.2k +4,172
50 American Trust Investment Advisors, LLC 1.83% of their portfolio Lebanon, NH 151,210151.2k $3.3m $3.3m 1.83% Added +275 +275
51 Dorsey Wright & Associates 0.94% of their portfolio PASADENA, CA 143,846143.8k $3.1m $3.1m 0.94% Reduced -14.5k -14,536
52 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 139,642139.6k $3.0m $3.0m 0.00% Reduced -7 -7
53 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 131,680131.7k $2.8m $2.8m 0.00% Reduced -3.0k -3,011
54 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 128,791128.8k $2.8m $2.8m 0.01% Added +22.4k +22,376
55 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 124,811124.8k $2.0m $2.0m 0.01% First filing
56 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 122,749122.7k $2.7m $2.7m 0.01% Added +4.8k +4,824
57 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 120,420120.4k $2.6m $2.6m 0.00% Reduced -6.3k -6,334
58 CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 0.13% of their portfolio Raffles Quay, U0 118,309118.3k $2.6m $2.6m 0.13% Reduced -5.6k -5,647
59 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 115,398115.4k $2.5m $2.5m 0.01% Added +15.9k +15,916
60 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio Paris, I0 108,912108.9k $2.4m $2.4m 0.01% Reduced -5.0k -5,000
61 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 92,61292.6k $2.0m $2.0m 0.00% Reduced -99.4k -99,377
62 APG Asset Management N.V. 0.00% of their portfolio Amsterdam, P7 89,12989.1k $1.8m $1.8m 0.00% Reduced -105.2k -105,242
63 GQG Partners LLC 0.00% of their portfolio FT. LAUDERDALE, FL 88,76888.8k $1.9m $1.9m 0.00% Reduced -40.4k -40,446
64 AUXIER ASSET MANAGEMENT LLC 0.30% of their portfolio AURORA, OR 84,16684.2k $1.8m $1.8m 0.30% Reduced -15.3k -15,300
65 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 83,58783.6k $1.8m $1.8m 0.00% Added +2.4k +2,359
66 OLD MISSION CAPITAL LLC 0.07% of their portfolio CHICAGO, IL 83,26383.3k $1.8m $1.8m 0.07% Added +56.9k +56,866
67 AIA Group Ltd 0.09% of their portfolio HONG KONG, K3 82,03082.0k $1.8m $1.8m 0.09% Added +45.8k +45,811
68 Asset Management One Co., Ltd. 0.01% of their portfolio TOKYO, M0 80,90280.9k $1.8m $1.8m 0.01% Reduced -64.6k -64,603
69 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 79,69779.7k $1.7m $1.7m 0.01% Added +6.1k +6,099
70 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 78,71778.7k $1.7m $1.7m 0.00% Added +7.0k +6,966
71 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 74,20874.2k $1.6m $1.6m 0.00% Added +312 +312
72 Advisors Asset Management, Inc. 0.03% of their portfolio Monument, CO 72,66872.7k $1.6m $1.6m 0.03% Added +10.5k +10,469
73 HERITAGE INVESTORS MANAGEMENT CORP 0.06% of their portfolio BETHESDA, MD 72,63572.6k $1.6m $1.6m 0.06% Unchanged
74 RITHOLTZ WEALTH MANAGEMENT 0.07% of their portfolio NEW YORK, NY 71,94371.9k $1.6m $1.6m 0.07% Added +457 +457
75 Bank of New Hampshire 0.44% of their portfolio LACONIA, NH 71,06571.1k $1.5m $1.5m 0.44% New
76 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 69,72969.7k $1.5m $1.5m 0.00% Added +10.9k +10,934
77 PEAPACK GLADSTONE FINANCIAL CORP 0.03% of their portfolio BEDMINSTER, NJ 69,71669.7k $1.5m $1.5m 0.03% Unchanged
78 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 68,85468.9k $1.5m $1.5m 0.00% New
79 Bleakley Financial Group, LLC 0.04% of their portfolio PARSIPPANY, NJ 61,22961.2k $1.3m $1.3m 0.04% Added +2.7k +2,668
80 Simplicity Solutions, LLC 0.04% of their portfolio MINNEAPOLIS, MN 61,17761.2k $1.3m $1.3m 0.04% Added +2.5k +2,473
81 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 60,92260.9k $1.3m $1.3m 0.00% Added +314 +314
82 Ethic Inc. 0.05% of their portfolio NEW YORK, NY 60,40560.4k $1.3m $1.3m 0.05% Added +6.5k +6,467
83 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 60,24160.2k $1.3m $1.3m 0.00% Added +19.8k +19,794
84 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 55,41055.4k $1.2m $1.2m 0.00% Reduced -52.4k -52,430
85 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 54,51554.5k $1.2m $1.2m 0.00% New
86 WOLVERINE TRADING, LLC 0.02% of their portfolio CHICAGO, IL 53,43653.4k $1.2m $1.2m 0.02% Reduced -91.2k -91,185
87 Bard Financial Services, Inc. 0.09% of their portfolio BRANFORD, CT 51,99052.0k $1.1m $1.1m 0.09% Unchanged
88 E. Ohman J:or Asset Management AB 0.04% of their portfolio STOCKHOLM, V7 51,80051.8k $1.1m $1.1m 0.04% Unchanged
89 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 49,80149.8k $1.1m $1.1m 0.01% Added +13.8k +13,829
90 PROFUND ADVISORS LLC 0.06% of their portfolio BETHESDA, MD 48,09248.1k $1.0m $1.0m 0.06% Added +5.3k +5,286
91 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 47,76647.8k $1.0m $1.0m 0.00% Added +3.5k +3,500
92 WHITTIER TRUST CO OF NEVADA INC 0.03% of their portfolio RENO, NV 47,03947.0k $1.0m $1.0m 0.03% Reduced -6 -6
93 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 45,83545.8k $991.9k $991.9k 0.00% Added +1.1k +1,062
94 Banque Cantonale Vaudoise 0.05% of their portfolio LAUSANNE, V8 45,30045.3k $980.0k $980.0k 0.05% New
95 Mitsubishi UFJ Trust & Banking Corp 0.00% of their portfolio TOKYO, M0 44,41144.4k $961.1k $961.1k 0.00% Added +3.6k +3,609
96 WHITTIER TRUST CO 0.02% of their portfolio SOUTH PASADENA, CA 43,46443.5k $940.1k $940.1k 0.02% Added +3.9k +3,883
97 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 43,42143.4k $939.6k $939.6k 0.00% Added +7.3k +7,263
98 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 41,38341.4k $895.5k $895.5k 0.01% Reduced -28 -28
99 Sheaff Brock Investment Advisors, LLC 0.08% of their portfolio INDIANAPOLIS, IN 39,55839.6k $856.0k $856.0k 0.08% Unchanged
100 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 39,09239.1k $846.0k $846.0k 0.01% New