American Tower
1,650 hedge funds and large institutions have $111B invested in American Tower in 2021 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 728 increasing their positions, 503 reducing their positions, and 97 closing their positions.
62% more first-time investments, than exits
New positions opened: 157 | Existing positions closed: 97
45% more repeat investments, than reductions
Existing positions increased: 728 | Existing positions reduced: 503
20% more funds holding in top 10
Funds holding in top 10: 55 → 66 (+11)
17% more capital invested
Capital invested by funds: $95.5B → $111B (+$15.9B)
3% more funds holding
Funds holding: 1,609 → 1,650 (+41)
0.75% more ownership
Funds ownership: 90.2% → 90.95% (+0.75%)
6% less call options, than puts
Call options by funds: $555M | Put options by funds: $592M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$1.16B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$300M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$253M |
| 4 |
Morgan Stanley
New York
|
+$229M |
| 5 |
State Street
Boston,
Massachusetts
|
+$221M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$219M |
| 2 |
D.E. Shaw & Co
New York
|
-$197M |
| 3 |
Holocene Advisors
New York
|
-$131M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$122M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$121M |
AMT Hedge Fund Activity: Q2 2021 in Review
1,650 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in American Tower (AMT) for Q2 2021, worth a combined $111B — up 17% from $95.5B a quarter earlier.
Buyers outnumbered sellers: 157 funds opened new AMT positions and 97 closed out — a net gain of 60 holders — while 728 added to existing stakes and 503 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $1.16B. The largest seller was Capital International Investors, cutting an estimated $219M.
- 1,650 institutional investors held American Tower (AMT) as of Q2 2021, up from 1,609 in Q1 2021.
- Funds reported $111B of American Tower stock for Q2 2021, up 17% quarter-over-quarter.
- 157 funds opened new American Tower positions in Q2 2021 and 97 closed out, a net change of +60 holders.
- The largest American Tower buyer in Q2 2021 was Cohen & Steers, an estimated $1.16B added.
- The largest American Tower seller in Q2 2021 was Capital International Investors, an estimated $219M sold.
Based on aggregated 13F filings for Q2 2021.