American Tower
656 hedge funds and large institutions have $33.3B invested in American Tower in 2014 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 238 increasing their positions, 268 reducing their positions, and 48 closing their positions.
42% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 48
30% more call options, than puts
Call options by funds: $153M | Put options by funds: $118M
9% more capital invested
Capital invested by funds: $30.6B → $33.3B (+$2.75B)
8% more funds holding in top 10
Funds holding in top 10: 25 → 27 (+2)
3% more funds holding
Funds holding: 640 → 656 (+16)
1.08% less ownership
Funds ownership: 94.64% → 93.56% (-1.1%)
11% less repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 268
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$177M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$144M |
| 3 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$88.4M |
| 4 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$83.8M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Corvex Management
New York
|
-$172M |
| 2 |
GCM
Glenview Capital Management
New York
|
-$146M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
-$74.2M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$71.8M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$70.3M |
AMT Hedge Fund Activity: Q2 2014 in Review
656 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in American Tower (AMT) for Q2 2014, worth a combined $33.3B — up 9% from $30.6B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new AMT positions and 48 closed out — a net gain of 20 holders — while 238 added to existing stakes and 268 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $177M. The largest seller was Corvex Management, exiting entirely with an estimated $172M sold.
- 656 institutional investors held American Tower (AMT) as of Q2 2014, up from 640 in Q1 2014.
- Funds reported $33.3B of American Tower stock for Q2 2014, up 9% quarter-over-quarter.
- 68 funds opened new American Tower positions in Q2 2014 and 48 closed out, a net change of +20 holders.
- The largest American Tower buyer in Q2 2014 was Deutsche Bank, an estimated $177M added.
- The largest American Tower seller in Q2 2014 was Corvex Management, an estimated $172M sold.
Based on aggregated 13F filings for Q2 2014.