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American Tower

1,795 hedge funds and large institutions have $95.2B invested in American Tower in 2023 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 613 increasing their positions, 724 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 293 | Existing positions closed: 106

92% more call options, than puts

Call options by funds: $1.27B | Put options by funds: $661M

36% more capital invested

Capital invested by funds: $69.9B → $95.2B (+$25.3B)

12% more funds holding in top 10

Funds holding in top 10: 3337 (+4)

10% more funds holding

Funds holding: 1,6301,795 (+165)

3.53% more ownership

Funds ownership: 91.1%94.63% (+3.5%)

15% less repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 724

Holders
1,795
Holders Change
+165
Holders Change %
+10.12%
% of All Funds
26.17%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.54%
New
293
Increased
613
Reduced
724
Closed
106
Calls
$1.27B
Puts
$661M
Net Calls
+$610M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
476
Steward Partners Investment Advisory
New York
$6.49M -$66.5K -352 -1%
CSUI
477
Cincinnati Specialty Underwriters Insurance
Ohio
$6.48M
CWM
478
Cabot Wealth Management
Massachusetts
$6.39M +$29.7K +157 +0.5%
SAM
479
Securian Asset Management
Minnesota
$6.37M -$738K -3,906 -12%
GWM
480
Geneos Wealth Management
Colorado
$6.32M -$1.08M -5,700 -16%
T. Rowe Price Investment Management
481
T. Rowe Price Investment Management
Maryland
$6.31M +$3.46M +18,322 +168%
KNW
482
Kesler Norman & Wride
Utah
$6.22M -$395K -2,090 -7%
SGAM
483
Smith Group Asset Management
Texas
$6.15M +$5.38M +28,470 New
HR
484
Howe & Rusling
New York
$6.14M -$88.8K -470 -2%
NEI
485
Northwest & Ethical Investments
Ontario, Canada
$6.13M +$310K +1,641 +6%
GVAG
486
Great Valley Advisor Group
Delaware
$6.12M +$178K +940 +3%
WC
487
Whitney & Co
New York
$6.12M -$8.88K -47 -0.2%
BCA
488
Bernzott Capital Advisors
California
$6.11M +$5.67K +30 +0.1%
FWTB
489
First Western Trust Bank
Colorado
$6.1M -$302K -1,596 -5%
LSERS
490
Louisiana State Employees Retirement System
Louisiana
$6.09M -$132K -700 -2%
PL
491
Perpetual Ltd
Australia
$6.06M -$79.4K -420 -1%
PAS
492
Park Avenue Securities
New York
$6.03M +$784K +4,151 +17%
Mercer Global Advisors
493
Mercer Global Advisors
Colorado
$6.02M +$156K +826 +3%
CA
494
Cullinan Associates
Kentucky
$5.98M -$527K -2,790 -9%
Loomis, Sayles & Company
495
Loomis, Sayles & Company
Massachusetts
$5.97M +$1.74M +9,191 +50%
HT
496
Heritage Trust
Oklahoma
$5.96M -$157K -832 -3%
Teacher Retirement System of Texas
497
Teacher Retirement System of Texas
Texas
$5.89M -$3.18M -16,809 -38%
GHAM
498
Gilman Hill Asset Management
Connecticut
$5.88M +$5.15M +27,233 New
BL
499
BCWM LLC
Kansas
$5.84M -$102K -538 -2%
ASN
500
Advisory Services Network
Georgia
$5.82M -$489K -2,589 -9%

AMT Hedge Fund Activity: Q4 2023 in Review

1,795 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in American Tower (AMT) for Q4 2023, worth a combined $95.2B — up 36% from $69.9B a quarter earlier.

Buyers outnumbered sellers: 293 funds opened new AMT positions and 106 closed out — a net gain of 187 holders — while 613 added to existing stakes and 724 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.41B. The largest seller was DigitalBridge Group, cutting an estimated $122M.

  • 1,795 institutional investors held American Tower (AMT) as of Q4 2023, up from 1,630 in Q3 2023.
  • Funds reported $95.2B of American Tower stock for Q4 2023, up 36% quarter-over-quarter.
  • 293 funds opened new American Tower positions in Q4 2023 and 106 closed out, a net change of +187 holders.
  • The largest American Tower buyer in Q4 2023 was Morgan Stanley, an estimated $1.41B added.
  • The largest American Tower seller in Q4 2023 was DigitalBridge Group, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2023.