American Tower
1,503 hedge funds and large institutions have $105B invested in American Tower in 2020 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 634 increasing their positions, 517 reducing their positions, and 80 closing their positions.
103% more first-time investments, than exits
New positions opened: 162 | Existing positions closed: 80
23% more repeat investments, than reductions
Existing positions increased: 634 | Existing positions reduced: 517
18% more capital invested
Capital invested by funds: $89B → $105B (+$16.3B)
11% more call options, than puts
Call options by funds: $542M | Put options by funds: $487M
5% more funds holding
Funds holding: 1,433 → 1,503 (+70)
0.28% less ownership
Funds ownership: 92.25% → 91.97% (-0.28%)
9% less funds holding in top 10
Funds holding in top 10: 96 → 87 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$436M |
| 2 |
BlackRock
New York
|
+$405M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$401M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$271M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$269M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$428M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$311M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$298M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$283M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$282M |
AMT Hedge Fund Activity: Q2 2020 in Review
1,503 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in American Tower (AMT) for Q2 2020, worth a combined $105B — up 18% from $89B a quarter earlier.
Buyers outnumbered sellers: 162 funds opened new AMT positions and 80 closed out — a net gain of 82 holders — while 634 added to existing stakes and 517 trimmed.
The largest buyer was Fisher Asset Management, opening a new position worth an estimated $436M. The largest seller was Fidelity Investments, cutting an estimated $428M.
- 1,503 institutional investors held American Tower (AMT) as of Q2 2020, up from 1,433 in Q1 2020.
- Funds reported $105B of American Tower stock for Q2 2020, up 18% quarter-over-quarter.
- 162 funds opened new American Tower positions in Q2 2020 and 80 closed out, a net change of +82 holders.
- The largest American Tower buyer in Q2 2020 was Fisher Asset Management, an estimated $436M added.
- The largest American Tower seller in Q2 2020 was Fidelity Investments, an estimated $428M sold.
Based on aggregated 13F filings for Q2 2020.