Vault-13

AMERICA MOVIL SAB DE CV AMX

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

Mexican multinational telecommunications company

291 institutional holders +0 vs Q1 2024
184,068,501184.1m shares reported held*
$3.1bnreported value*
28 new 70 added 114 reduced 29 sold out net sold ≈ $170.0m (-10.0m 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 ($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

0100200300Q3 22: 1Q4 22: 1Q1 23: 268Q2 23: 281Q3 23: 272Q4 23: 279Q1 24: 291Q2 24: 291291Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 20221
Q4 20221
Q1 2023268
Q2 2023281
Q3 2023272
Q4 2023279
Q1 2024291
Q2 2024291

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 outQ2 23: 128 bought or addedQ2 23: 110 cut or sold outQ2 23Q3 23: 103 bought or addedQ3 23: 145 cut or sold outQ4 23: 109 bought or addedQ4 23: 126 cut or sold outQ4 23Q1 24: 150 bought or addedQ1 24: 111 cut or sold outQ2 24: 98 bought or addedQ2 24: 143 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 202210
Q1 20232650
Q2 2023128110
Q3 2023103145
Q4 2023109126
Q1 2024150111
Q2 202498143

Calls vs puts

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

CallsPuts
$0$5m$10m$15m$20mQ3 23 calls: $15.3mQ3 23 puts: $13.4mQ3 23P/C 0.87Q4 23 calls: $1.9mQ4 23 puts: $5.9mQ4 23P/C 3.10Q1 24 calls: $1.4mQ1 24 puts: $2.6mQ1 24P/C 1.82Q2 24 calls: $2.2mQ2 24 puts: $8.0mQ2 24P/C 3.65
Numbers
QuarterCallsPutsP/C
Q3 2023$15.3m$13.4m0.87
Q4 2023$1.9m$5.9m3.10
Q1 2024$1.4m$2.6m1.82
Q2 2024$2.2m$8.0m3.65

Biggest buyers

FIRST TRUST ADVISORS LP Added +2,785,980+2.8m
DISCOVERY CAPITAL MANAGEMENT, LLC / CT Added +1,310,688+1.3m
JPMORGAN CHASE & CO Added +1,235,234+1.2m
Capital International Investors Added +554,685+554.7k
JANE STREET GROUP, LLC Added +436,679+436.7k
Rockefeller Capital Management L.P. Added +424,327+424.3k
Perpetual Ltd New +321,795+321.8k
NORTHERN TRUST CORP Added +313,640+313.6k
Itau Unibanco Holding S.A. Added +292,197+292.2k
ENVESTNET ASSET MANAGEMENT INC Added +228,856+228.9k

Biggest sellers

Invesco Ltd. Reduced -8,335,974-8.3m
MORGAN STANLEY Reduced -4,341,850-4.3m
MILLENNIUM MANAGEMENT LLC Reduced -986,453-986.5k
TEACHER RETIREMENT SYSTEM OF TEXAS Reduced -854,000-854.0k
BlackRock Inc. Reduced -586,794-586.8k
Capital International, Inc./CA/ Reduced -573,069-573.1k
Allspring Global Investments Holdings, LLC Reduced -323,045-323.0k
BANK OF AMERICA CORP /DE/ Reduced -322,496-322.5k
SCHRODER INVESTMENT MANAGEMENT GROUP Reduced -300,072-300.1k
Westwood Global Investments, LLC Reduced -252,886-252.9k

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.

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 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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Capital International Investors 0.23% of their portfolio Los Angeles, CA 65,893,83065.9m $1.1bn $1.1bn 0.23% Added +554.7k +554,685
2 Invesco Ltd. 0.08% of their portfolio ATLANTA, GA 21,144,08621.1m $359.4m $359.4m 0.08% Reduced -8.3m -8,335,974
3 Westwood Global Investments, LLC 12.11% of their portfolio BOSTON, MA 14,298,57414.3m $243.1m $243.1m 12.11% Reduced -252.9k -252,886
4 LAZARD ASSET MANAGEMENT LLC 0.27% of their portfolio NEW YORK, NY 12,528,93812.5m $213.0m $213.0m 0.27% Added +637 +637
5 Allspring Global Investments Holdings, LLC 0.23% of their portfolio CHARLOTTE, NC 8,205,3158.2m $139.5m $139.5m 0.23% Reduced -323.0k -323,045
6 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 4,724,5534.7m $80.3m $80.3m 0.01% Reduced -322.5k -322,496
7 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 4,565,1974.6m $77.6m $77.6m 0.02% Reduced -133.4k -133,403
8 FIRST TRUST ADVISORS LP 0.06% of their portfolio Wheaton, IL 3,402,8193.4m $57.8m $57.8m 0.06% Added +2.8m +2,785,980
9 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,174,6303.2m $54.0m $54.0m 0.00% Added +1.2m +1,235,234
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,051,0263.1m $51.9m $51.9m 0.00% Reduced -4.3m -4,341,850
11 SCHRODER INVESTMENT MANAGEMENT GROUP 0.05% of their portfolio London, X0 2,666,3362.7m $45.3m $45.3m 0.05% Reduced -300.1k -300,072
12 Capital Group Private Client Services, Inc. 0.42% of their portfolio Los Angeles, CA 2,445,3242.4m $41.6m $41.6m 0.42% Reduced -161.4k -161,449
13 Capital International, Inc./CA/ 0.55% of their portfolio Los Angeles, CA 2,413,8212.4m $41.0m $41.0m 0.55% Reduced -573.1k -573,069
14 MACQUARIE GROUP LTD 0.04% of their portfolio Sydney, NSW 2000, C3 2,279,8172.3m $38.8m $38.8m 0.04% Reduced -12.5k -12,454
15 Amundi 0.01% of their portfolio Paris, I0 2,043,9492.0m $35.4m $35.4m 0.01% Reduced -5.9k -5,886
16 RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio NEW YORK, NY 1,945,7281.9m $33.1m $33.1m 0.06% Reduced -4.6k -4,631
17 DISCOVERY CAPITAL MANAGEMENT, LLC / CT 4.05% of their portfolio SOUTH NORWALK, CT 1,795,9881.8m $30.5m $30.5m 4.05% Added +1.3m +1,310,688
18 TEACHER RETIREMENT SYSTEM OF TEXAS 0.14% of their portfolio AUSTIN, TX 1,470,1001.5m $25.0m $25.0m 0.14% Reduced -854.0k -854,000
19 Itau Unibanco Holding S.A. 0.85% of their portfolio SAO PAULO, D5 1,222,7911.2m $20.8m $20.8m 0.85% Added +292.2k +292,197
20 BRANDES INVESTMENT PARTNERS, LP 0.25% of their portfolio LA JOLLA, CA 1,213,4241.2m $20.5m $20.5m 0.25% Added +33.0k +33,006
21 CAPITAL INTERNATIONAL SARL 0.60% of their portfolio Los Angeles, CA 1,153,9451.2m $19.6m $19.6m 0.60% Reduced -100.9k -100,869
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,096,8331.1m $18.6m $18.6m 0.00% Added +32.1k +32,064
23 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,071,4671.1m $18.2m $18.2m 0.00% Reduced -33.5k -33,533
24 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 989,330989.3k $16.8m $16.8m 0.02% Reduced -7.9k -7,930
25 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 972,542972.5k $16.5m $16.5m 0.01% Added +228.9k +228,856
26 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 952,966953.0k $16.2m $16.2m 0.00% Added +205.4k +205,400
27 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 928,420928.4k $15.8m $15.8m 0.00% Added +313.6k +313,640
28 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 886,985887.0k $15.1m $15.1m 0.01% Added +47.9k +47,941
29 TODD ASSET MANAGEMENT LLC 0.29% of their portfolio Louisville, KY 816,732816.7k $13.9m $13.9m 0.29% Added +4.1k +4,065
30 Robeco Institutional Asset Management B.V. 0.03% of their portfolio ROTTERDAM, P7 759,874759.9k $12.9m $12.9m 0.03% Reduced -40.8k -40,802
31 CAPITAL INTERNATIONAL LTD /CA/ 0.51% of their portfolio LOS ANGELES, CA 648,033648.0k $11.0m $11.0m 0.51% Reduced -2.2k -2,167
32 TSP Capital Management Group, LLC 3.25% of their portfolio Summit, NJ 609,017609.0k $10.4m $10.4m 3.25% Reduced -13.8k -13,799
33 BlackRock Inc. 0.00% of their portfolio New York, NY 591,340591.3k $10.1m $10.1m 0.00% Reduced -586.8k -586,794
34 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 576,947576.9k $9.8m $9.8m 0.01% Added +436.7k +436,679
35 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 514,605514.6k $8.7m $8.7m 0.02% Added +424.3k +424,327
36 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.07% of their portfolio FRANKFORT, KY 471,900471.9k $8.0m $8.0m 0.07% Unchanged
37 Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio VANCOUVER, A1 418,307418.3k $7.1m $7.1m 0.03% Reduced -40.0k -39,985
38 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 374,050374.1k $6.4m $6.4m 0.00% Reduced -3.6k -3,583
39 ABS Direct Equity Fund LLC 6.51% of their portfolio Stamford, CT 340,900340.9k $5.8m $5.8m 6.51% Reduced -33.5k -33,500
40 Perpetual Ltd 0.06% of their portfolio SYDNEY, NEW SOUTH WALES, C3 321,795321.8k $5.5m $5.5m 0.06% New
41 GABELLI FUNDS LLC 0.04% of their portfolio Rye, NY 298,250298.2k $5.1m $5.1m 0.04% Reduced -500 -500
42 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 294,907294.9k $5.0m $5.0m 0.01% Added +228.4k +228,353
43 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 285,099285.1k $4.8m $4.8m 0.00% Reduced -986.5k -986,453
44 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 281,298281.3k $4.8m $4.8m 0.01% Reduced -187.2k -187,234
45 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 246,263246.3k $4.2m $4.2m 0.01% Added +14.0k +14,032
46 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 217,554217.6k $3.7m $3.7m 0.01% Added +26.0k +25,984
47 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 214,081214.1k $3.6m $3.6m 0.00% Added +20.1k +20,116
48 State of New Jersey Common Pension Fund D 0.02% of their portfolio TRENTON, NJ 211,583211.6k $3.6m $3.6m 0.02% Reduced -101.3k -101,298
49 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 200,532200.5k $3.4m $3.4m 0.00% Reduced -5.5k -5,492
50 AIA Group Ltd 0.10% of their portfolio HONG KONG, K3 197,952198.0k $3.4m $3.4m 0.10% Added +61.0k +61,004
51 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 181,848181.8k $3.1m $3.1m 0.00% Reduced -4.9k -4,901
52 UBS Group AG 0.00% of their portfolio ZURICH, V8 179,009179.0k $3.0m $3.0m 0.00% Added +79.9k +79,853
53 M&T Bank Corp 0.01% of their portfolio BUFFALO, NY 167,307167.3k $2.8m $2.8m 0.01% Reduced -136 -136
54 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 166,763166.8k $2.8m $2.8m 0.00% Added +24.2k +24,217
55 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.03% of their portfolio Stamford, CT 166,686166.7k $2.8m $2.8m 0.03% Reduced -34.1k -34,138
56 Asset Management One Co., Ltd. 0.01% of their portfolio TOKYO, M0 165,135165.1k $2.8m $2.8m 0.01% Unchanged
57 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 154,880154.9k $2.6m $2.6m 0.00% Added +78.4k +78,376
58 Greenwich Wealth Management LLC 0.19% of their portfolio GREENWICH, CT 153,440153.4k $2.6m $2.6m 0.19% Unchanged
59 Henry James International Management Inc. 0.86% of their portfolio NEW YORK, NY 143,594143.6k $2.4m $2.4m 0.86% Reduced -56.4k -56,418
60 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 139,669139.7k $2.4m $2.4m 0.01% Added +21.9k +21,911
61 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 138,046138.0k $2.3m $2.3m 0.00% Added +24.1k +24,147
62 American Trust Investment Advisors, LLC 1.13% of their portfolio Lebanon, NH 137,230137.2k $2.3m $2.3m 1.13% Added +3.5k +3,485
63 Crossmark Global Holdings, Inc. 0.04% of their portfolio HOUSTON, TX 135,312135.3k $2.3m $2.3m 0.04% Reduced -11.8k -11,826
64 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 134,762134.8k $2.3m $2.3m 0.00% Reduced -46.6k -46,615
65 CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 0.49% of their portfolio Raffles Quay, U0 133,586133.6k $2.3m $2.3m 0.49% Added +2.0k +2,045
66 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 129,991130.0k $2.2m $2.2m 0.00% Unchanged
67 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 124,887124.9k $2.1m $2.1m 0.00% Reduced -23.0k -22,962
68 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 115,243115.2k $2.0m $2.0m 0.00% Reduced -2.7k -2,663
69 Dalton Investments, Inc. 1.07% of their portfolio El Segundo, CA 110,700110.7k $1.9m $1.9m 1.07% Reduced -65.6k -65,600
70 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 101,866101.9k $1.7m $1.7m 0.00% Added +10.3k +10,327
71 NORGES BANK 0.00% of their portfolio OSLO, Q8 95,20195.2k $1.6m $1.6m 0.00% Reduced -100.0k -100,000
72 Quantbot Technologies LP 0.08% of their portfolio NEW YORK, NY 92,34792.3k $1.6m $1.6m 0.08% Added +80.3k +80,261
73 WOLVERINE TRADING, LLC 0.02% of their portfolio CHICAGO, IL 84,46684.5k $1.4m $1.4m 0.02% Added +36.1k +36,058
74 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 83,61683.6k $1.4m $1.4m 0.00% Reduced -10.7k -10,702
75 Y-Intercept (Hong Kong) Ltd 0.08% of their portfolio HONG KONG, K3 83,15083.2k $1.4m $1.4m 0.08% Added +69.2k +69,230
76 AUXIER ASSET MANAGEMENT LLC 0.22% of their portfolio AURORA, OR 81,74181.7k $1.4m $1.4m 0.22% Reduced -450 -450
77 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 80,23580.2k $1.4m $1.4m 0.00% Added +1.1k +1,072
78 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 73,87573.9k $1.3m $1.3m 0.00% Reduced -601 -601
79 Columbus Macro, LLC 0.48% of their portfolio NEW CASTLE, PA 72,33972.3k $1.2m $1.2m 0.48% Reduced -2.6k -2,565
80 HANTZ FINANCIAL SERVICES, INC. 0.02% of their portfolio SOUTHFIELD, MI 71,47371.5k $1.2m $1.2m 0.02% Reduced -560 -560
81 MIRABELLA FINANCIAL SERVICES LLP 0.08% of their portfolio London, X0 68,33868.3k $1.2m $1.2m 0.08% Reduced -83.3k -83,301
82 HERITAGE INVESTORS MANAGEMENT CORP 0.04% of their portfolio BETHESDA, MD 68,18668.2k $1.2m $1.2m 0.04% Unchanged
83 Bank of New Hampshire 0.30% of their portfolio LACONIA, NH 67,31167.3k $1.1m $1.1m 0.30% Reduced -755 -755
84 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 66,16366.2k $1.1m $1.1m 0.00% Reduced -24.4k -24,407
85 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 64,64964.6k $1.1m $1.1m 0.01% Reduced -2.8k -2,750
86 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 61,12261.1k $1.0m $1.0m 0.00% Reduced -31.0k -31,018
87 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 60,87160.9k $1.1m $1.1m 0.01% First filing
88 Mariner, LLC 0.00% of their portfolio Overland Park, KS 57,47357.5k $977.0k $977.0k 0.00% Added +573 +573
89 Bleakley Financial Group, LLC 0.03% of their portfolio PARSIPPANY, NJ 54,78854.8k $931.4k $931.4k 0.03% Reduced -4.1k -4,130
90 Simplicity Wealth,LLC 0.02% of their portfolio SUMMIT, NJ 54,67054.7k $929.4k $929.4k 0.02% Reduced -4.2k -4,193
91 Essex Financial Services, Inc. 0.07% of their portfolio ESSEX, CT 52,42452.4k $886.5k $886.5k 0.07% New
92 Bard Financial Services, Inc. 0.09% of their portfolio BRANFORD, CT 51,99052.0k $883.8k $883.8k 0.09% Unchanged
93 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BLOOMFIELD HILLS, MI 49,08449.1k $834.4k $834.4k 0.01% Reduced -3.2k -3,155
94 Summit Global Investments 0.06% of their portfolio BOUNTIFUL, UT 48,66448.7k $827.0k $827.0k 0.06% Added +34.7k +34,720
95 APG Asset Management N.V. 0.00% of their portfolio Amsterdam, P7 46,87146.9k $743.5k $743.5k 0.00% Reduced -56.8k -56,758
96 WHITTIER TRUST CO 0.01% of their portfolio SOUTH PASADENA, CA 46,77646.8k $795.2k $795.2k 0.01% Reduced -558 -558
97 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 45,85345.9k $779.5k $779.5k 0.00% Added +2.4k +2,361
98 Banque Cantonale Vaudoise 0.03% of their portfolio LAUSANNE, V8 45,30045.3k $770.0k $770.0k 0.03% Unchanged
99 WHITTIER TRUST CO OF NEVADA INC 0.02% of their portfolio RENO, NV 44,73344.7k $760.5k $760.5k 0.02% Reduced -1.1k -1,083
100 Parallax Volatility Advisers, L.P. 0.02% of their portfolio San Francisco, CA 44,40244.4k $754.8k $754.8k 0.02% New