American Tower
1,796 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.
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: 33 → 37 (+4)
10% more funds holding
Funds holding: 1,630 → 1,796 (+166)
3.54% more ownership
Funds ownership: 91.1% → 94.63% (+3.5%)
15% less repeat investments, than reductions
Existing positions increased: 613 | Existing positions reduced: 724
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.41B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$537M |
| 3 |
Edgewood Management
Greenwich,
Connecticut
|
+$298M |
| 4 |
Jennison Associates
New York
|
+$291M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$207M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DG
DigitalBridge Group
Boca Raton,
Florida
|
-$122M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$121M |
| 3 |
Millennium Management
New York
|
-$109M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$105M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$103M |
AMT Hedge Fund Activity: Q4 2023 in Review
1,796 of the 6,860 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.
- 1,796 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.