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 ($1.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $17.00. Options: 4 managers hold calls ($2.2m notional), 8 hold puts ($8.0m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1 |
| Q4 2022 | 1 |
| Q1 2023 | 268 |
| Q2 2023 | 281 |
| Q3 2023 | 272 |
| Q4 2023 | 279 |
| Q1 2024 | 291 |
| Q2 2024 | 291 |
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 |
| Q3 2023 | 103 | 145 |
| Q4 2023 | 109 | 126 |
| Q1 2024 | 150 | 111 |
| Q2 2024 | 98 | 143 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $15.3m | $13.4m | 0.87 |
| Q4 2023 | $1.9m | $5.9m | 3.10 |
| Q1 2024 | $1.4m | $2.6m | 1.82 |
| Q2 2024 | $2.2m | $8.0m | 3.65 |
Biggest buyers
| FIRST TRUST ADVISORS LP | Added | +2.8m |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | Added | +1.3m |
| JPMORGAN CHASE & CO | Added | +1.2m |
| Capital International Investors | Added | +554.7k |
| JANE STREET GROUP, LLC | Added | +436.7k |
| Rockefeller Capital Management L.P. | Added | +424.3k |
| Perpetual Ltd | New | +321.8k |
| NORTHERN TRUST CORP | Added | +313.6k |
| Itau Unibanco Holding S.A. | Added | +292.2k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +228.9k |
Biggest sellers
| Invesco Ltd. | Reduced | -8.3m |
| MORGAN STANLEY | Reduced | -4.3m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -986.5k |
| TEACHER RETIREMENT SYSTEM OF TEXAS | Reduced | -854.0k |
| BlackRock Inc. | Reduced | -586.8k |
| Capital International, Inc./CA/ | Reduced | -573.1k |
| Allspring Global Investments Holdings, LLC | Reduced | -323.0k |
| BANK OF AMERICA CORP /DE/ | Reduced | -322.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -300.1k |
| Westwood Global Investments, LLC | Reduced | -252.9k |
Biggest calls
| WOLVERINE TRADING, LLC | Added | $1.7m100.5k shares |
| CITADEL ADVISORS LLC | Reduced | $419.9k24.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $74.0k4.4k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| WOLVERINE TRADING, LLC | Added | $5.4m314.8k shares |
| Parallax Volatility Advisers, L.P. | New | $1.7m100.0k shares |
| Genus Capital Management Inc. | New | $436.5k25.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $275.4k16.2k shares |
| CITADEL ADVISORS LLC | Added | $239.7k14.1k shares |
| GROUP ONE TRADING LLC | New | $40.8k2.4k shares |
| SIMPLEX TRADING, LLC | Unchanged | $3.0k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $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 2024
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 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Capital International Investors 0.23% of their portfolio | 65.9m $1.1bn | Added +554.7k |
| Invesco Ltd. 0.08% of their portfolio | 21.1m $359.4m | Reduced -8.3m |
| Westwood Global Investments, LLC 12.11% of their portfolio | 14.3m $243.1m | Reduced -252.9k |
| LAZARD ASSET MANAGEMENT LLC 0.27% of their portfolio | 12.5m $213.0m | Added +637 |
| Allspring Global Investments Holdings, LLC 0.23% of their portfolio | 8.2m $139.5m | Reduced -323.0k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 4.7m $80.3m | Reduced -322.5k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 4.6m $77.6m | Reduced -133.4k |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 3.4m $57.8m | Added +2.8m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 3.2m $54.0m | Added +1.2m |
| MORGAN STANLEY 0.00% of their portfolio | 3.1m $51.9m | Reduced -4.3m |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.05% of their portfolio | 2.7m $45.3m | Reduced -300.1k |
| Capital Group Private Client Services, Inc. 0.42% of their portfolio | 2.4m $41.6m | Reduced -161.4k |
| Capital International, Inc./CA/ 0.55% of their portfolio | 2.4m $41.0m | Reduced -573.1k |
| MACQUARIE GROUP LTD 0.04% of their portfolio | 2.3m $38.8m | Reduced -12.5k |
| Amundi 0.01% of their portfolio | 2.0m $35.4m | Reduced -5.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio | 1.9m $33.1m | Reduced -4.6k |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT 4.05% of their portfolio | 1.8m $30.5m | Added +1.3m |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.14% of their portfolio | 1.5m $25.0m | Reduced -854.0k |
| Itau Unibanco Holding S.A. 0.85% of their portfolio | 1.2m $20.8m | Added +292.2k |
| BRANDES INVESTMENT PARTNERS, LP 0.25% of their portfolio | 1.2m $20.5m | Added +33.0k |
| CAPITAL INTERNATIONAL SARL 0.60% of their portfolio | 1.2m $19.6m | Reduced -100.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.1m $18.6m | Added +32.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.1m $18.2m | Reduced -33.5k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 989.3k $16.8m | Reduced -7.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 972.5k $16.5m | Added +228.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 953.0k $16.2m | Added +205.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 928.4k $15.8m | Added +313.6k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 887.0k $15.1m | Added +47.9k |
| TODD ASSET MANAGEMENT LLC 0.29% of their portfolio | 816.7k $13.9m | Added +4.1k |
| Robeco Institutional Asset Management B.V. 0.03% of their portfolio | 759.9k $12.9m | Reduced -40.8k |
| CAPITAL INTERNATIONAL LTD /CA/ 0.51% of their portfolio | 648.0k $11.0m | Reduced -2.2k |
| TSP Capital Management Group, LLC 3.25% of their portfolio | 609.0k $10.4m | Reduced -13.8k |
| BlackRock Inc. 0.00% of their portfolio | 591.3k $10.1m | Reduced -586.8k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 576.9k $9.8m | Added +436.7k |
| Rockefeller Capital Management L.P. 0.02% of their portfolio | 514.6k $8.7m | Added +424.3k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.07% of their portfolio | 471.9k $8.0m | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 418.3k $7.1m | Reduced -40.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 374.1k $6.4m | Reduced -3.6k |
| ABS Direct Equity Fund LLC 6.51% of their portfolio | 340.9k $5.8m | Reduced -33.5k |
| Perpetual Ltd 0.06% of their portfolio | 321.8k $5.5m | New |
| GABELLI FUNDS LLC 0.04% of their portfolio | 298.2k $5.1m | Reduced -500 |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 294.9k $5.0m | Added +228.4k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 285.1k $4.8m | Reduced -986.5k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 281.3k $4.8m | Reduced -187.2k |
| US BANCORP \DE\ 0.01% of their portfolio | 246.3k $4.2m | Added +14.0k |
| ASSETMARK, INC 0.01% of their portfolio | 217.6k $3.7m | Added +26.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 214.1k $3.6m | Added +20.1k |
| State of New Jersey Common Pension Fund D 0.02% of their portfolio | 211.6k $3.6m | Reduced -101.3k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 200.5k $3.4m | Reduced -5.5k |
| AIA Group Ltd 0.10% of their portfolio | 198.0k $3.4m | Added +61.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 181.8k $3.1m | Reduced -4.9k |
| UBS Group AG 0.00% of their portfolio | 179.0k $3.0m | Added +79.9k |
| M&T Bank Corp 0.01% of their portfolio | 167.3k $2.8m | Reduced -136 |
| CITIGROUP INC 0.00% of their portfolio | 166.8k $2.8m | Added +24.2k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.03% of their portfolio | 166.7k $2.8m | Reduced -34.1k |
| Asset Management One Co., Ltd. 0.01% of their portfolio | 165.1k $2.8m | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 154.9k $2.6m | Added +78.4k |
| Greenwich Wealth Management LLC 0.19% of their portfolio | 153.4k $2.6m | Unchanged |
| Henry James International Management Inc. 0.86% of their portfolio | 143.6k $2.4m | Reduced -56.4k |
| Cetera Investment Advisers 0.01% of their portfolio | 139.7k $2.4m | Added +21.9k |
| STATE STREET CORP 0.00% of their portfolio | 138.0k $2.3m | Added +24.1k |
| American Trust Investment Advisors, LLC 1.13% of their portfolio | 137.2k $2.3m | Added +3.5k |
| Crossmark Global Holdings, Inc. 0.04% of their portfolio | 135.3k $2.3m | Reduced -11.8k |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 134.8k $2.3m | Reduced -46.6k |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 0.49% of their portfolio | 133.6k $2.3m | Added +2.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 130.0k $2.2m | Unchanged |
| Creative Planning 0.00% of their portfolio | 124.9k $2.1m | Reduced -23.0k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 115.2k $2.0m | Reduced -2.7k |
| Dalton Investments, Inc. 1.07% of their portfolio | 110.7k $1.9m | Reduced -65.6k |
| LPL Financial LLC 0.00% of their portfolio | 101.9k $1.7m | Added +10.3k |
| NORGES BANK 0.00% of their portfolio | 95.2k $1.6m | Reduced -100.0k |
| Quantbot Technologies LP 0.08% of their portfolio | 92.3k $1.6m | Added +80.3k |
| WOLVERINE TRADING, LLC 0.02% of their portfolio | 84.5k $1.4m | Added +36.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 83.6k $1.4m | Reduced -10.7k |
| Y-Intercept (Hong Kong) Ltd 0.08% of their portfolio | 83.2k $1.4m | Added +69.2k |
| AUXIER ASSET MANAGEMENT LLC 0.22% of their portfolio | 81.7k $1.4m | Reduced -450 |
| Corient Private Wealth LP 0.00% of their portfolio | 80.2k $1.4m | Added +1.1k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 73.9k $1.3m | Reduced -601 |
| Columbus Macro, LLC 0.48% of their portfolio | 72.3k $1.2m | Reduced -2.6k |
| HANTZ FINANCIAL SERVICES, INC. 0.02% of their portfolio | 71.5k $1.2m | Reduced -560 |
| MIRABELLA FINANCIAL SERVICES LLP 0.08% of their portfolio | 68.3k $1.2m | Reduced -83.3k |
| HERITAGE INVESTORS MANAGEMENT CORP 0.04% of their portfolio | 68.2k $1.2m | Unchanged |
| Bank of New Hampshire 0.30% of their portfolio | 67.3k $1.1m | Reduced -755 |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 66.2k $1.1m | Reduced -24.4k |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 64.6k $1.1m | Reduced -2.8k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 61.1k $1.0m | Reduced -31.0k |
| Sanctuary Advisors, LLC 0.01% of their portfolio | 60.9k $1.1m | First filing |
| Mariner, LLC 0.00% of their portfolio | 57.5k $977.0k | Added +573 |
| Bleakley Financial Group, LLC 0.03% of their portfolio | 54.8k $931.4k | Reduced -4.1k |
| Simplicity Wealth,LLC 0.02% of their portfolio | 54.7k $929.4k | Reduced -4.2k |
| Essex Financial Services, Inc. 0.07% of their portfolio | 52.4k $886.5k | New |
| Bard Financial Services, Inc. 0.09% of their portfolio | 52.0k $883.8k | Unchanged |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 49.1k $834.4k | Reduced -3.2k |
| Summit Global Investments 0.06% of their portfolio | 48.7k $827.0k | Added +34.7k |
| APG Asset Management N.V. 0.00% of their portfolio | 46.9k $743.5k | Reduced -56.8k |
| WHITTIER TRUST CO 0.01% of their portfolio | 46.8k $795.2k | Reduced -558 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 45.9k $779.5k | Added +2.4k |
| Banque Cantonale Vaudoise 0.03% of their portfolio | 45.3k $770.0k | Unchanged |
| WHITTIER TRUST CO OF NEVADA INC 0.02% of their portfolio | 44.7k $760.5k | Reduced -1.1k |
| Parallax Volatility Advisers, L.P. 0.02% of their portfolio | 44.4k $754.8k | New |