American Tower
1,701 hedge funds and large institutions have $86.6B invested in American Tower in 2023 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 754 increasing their positions, 586 reducing their positions, and 116 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 754 | Existing positions reduced: 586
26% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 116
12% more call options, than puts
Call options by funds: $639M | Put options by funds: $568M
7.48% more ownership
Funds ownership: 91.38% → 98.86% (+7.5%)
0% less funds holding
Funds holding: 1,707 → 1,701 (-6)
3% less capital invested
Capital invested by funds: $89.2B → $86.6B (-$2.64B)
18% less funds holding in top 10
Funds holding in top 10: 55 → 45 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
ClearBridge Investments (Australia)
Sydney,
Australia
|
+$200M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$197M |
| 3 |
D.E. Shaw & Co
New York
|
+$177M |
| 4 |
JP Morgan Chase
New York
|
+$155M |
| 5 |
SP
Sarasin & Partners
London,
United Kingdom
|
+$147M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$669M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$498M |
| 3 |
CSA
Cottage Street Advisors
Marion,
Massachusetts
|
-$313M |
| 4 |
State Street
Boston,
Massachusetts
|
-$208M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$165M |
AMT Hedge Fund Activity: Q1 2023 in Review
1,701 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in American Tower (AMT) for Q1 2023, worth a combined $86.6B — down 3% from $89.2B a quarter earlier.
Buyers outnumbered sellers: 146 funds opened new AMT positions and 116 closed out — a net gain of 30 holders — while 754 added to existing stakes and 586 trimmed.
The largest buyer was ClearBridge Investments (Australia), adding an estimated $200M. The largest seller was Cohen & Steers, cutting an estimated $669M.
- 1,701 institutional investors held American Tower (AMT) as of Q1 2023, down from 1,707 in Q4 2022.
- Funds reported $86.6B of American Tower stock for Q1 2023, down 3% quarter-over-quarter.
- 146 funds opened new American Tower positions in Q1 2023 and 116 closed out, a net change of +30 holders.
- The largest American Tower buyer in Q1 2023 was ClearBridge Investments (Australia), an estimated $200M added.
- The largest American Tower seller in Q1 2023 was Cohen & Steers, an estimated $669M sold.
Based on aggregated 13F filings for Q1 2023.