- Quarter end
- 31 Mar 2024
- the date the book describes
- Filed
- 15 May 2024
- latest of these filings; the earliest 13 May 2024
- Managers listing it
- 3
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 3 listed it in both
- Shares listed
- 31,915,719
- combined, among listed positions
- Reported value
- $596m
- combined, at the quarter end
Among the 93 comparable managers: 1 buyer (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing AMX in Q1 2024
3 of 3 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Invesco Ltd | 29,480,060 | $550m | 0.12% | Trimmed | -133,694 | 14 May 2024 (the filing on sec.gov) |
| Renaissance Technologies LLC | 1,950,359 | $36m | 0.06% | Trimmed | -37,769 | 13 May 2024 (the filing on sec.gov) |
| Discovery Capital Management LLC | 485,300 | $9.1m | 1.19% | Added | +52,100 | 15 May 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Discovery Capital Management LLCexisting position · 485,300 shares now+52,100
Reductions
- Invesco Ltdexisting position · 29,480,060 shares now-133,694
- Renaissance Technologies LLCexisting position · 1,950,359 shares now-37,769
New positions and exits
New (0)
No new position among listed positions.
Exited (1)
- Oaktree Capital Management LPwas $43m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2023 | 2 | $608m | n.a. | n.a. |
| Q2 2023 | 3 | $582m | n.a. | n.a. |
| Q3 2023 | 3 | $544m | n.a. | n.a. |
| Q4 2023 | 5 | $637m | 4 | 1 |
| Q1 2024 | 3 | $596m | 1 | 3 |
| Q2 2024 | 4 | $425m | 2 | 2 |
| Q3 2024 | 3 | $433m | 2 | 0 |
| Q4 2024 | 1 | $24m | 0 | 1 |
| Q1 2025 | 1 | $38m | 1 | 0 |
| Q2 2025 | 2 | $129m | 1 | 1 |
| Q3 2025 | 2 | $136m | 0 | 2 |
| Q4 2025 | 3 | $122m | 9 | 7 |
| Q1 2026 | 4 | $1.1bn | 10 | 9 |
| Q2 2026 | 3 | $1.1bn | 11 | 7 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
AMX and NFLX →AMX and TMUS →AMX and CMCSA →Choose a stock to compare with AMX →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own AMX, latest filings →Back to the 13F Explorer →