American Tower
911 hedge funds and large institutions have $52.7B invested in American Tower in 2017 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 356 increasing their positions, 334 reducing their positions, and 70 closing their positions.
31% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 70
9% more capital invested
Capital invested by funds: $48.4B → $52.7B (+$4.31B)
6% more funds holding in top 10
Funds holding in top 10: 54 → 57 (+3)
1% more funds holding
Funds holding: 898 → 911 (+13)
7% more repeat investments, than reductions
Existing positions increased: 356 | Existing positions reduced: 334
0.5% more ownership
Funds ownership: 93.21% → 93.7% (+0.5%)
32% less call options, than puts
Call options by funds: $164M | Put options by funds: $242M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$909M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$183M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$129M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$117M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$408M |
| 2 |
D.E. Shaw & Co
New York
|
-$132M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$129M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$123M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$111M |
AMT Hedge Fund Activity: Q2 2017 in Review
911 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in American Tower (AMT) for Q2 2017, worth a combined $52.7B — up 8.9% from $48.4B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new AMT positions and 70 closed out — a net gain of 22 holders — while 356 added to existing stakes and 334 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $909M. The largest seller was Highfields Capital Management, cutting an estimated $408M.
- 911 institutional investors held American Tower (AMT) as of Q2 2017, up from 898 in Q1 2017.
- Funds reported $52.7B of American Tower stock for Q2 2017, up 8.9% quarter-over-quarter.
- 92 funds opened new American Tower positions in Q2 2017 and 70 closed out, a net change of +22 holders.
- The largest American Tower buyer in Q2 2017 was Janus Henderson Group, an estimated $909M added.
- The largest American Tower seller in Q2 2017 was Highfields Capital Management, an estimated $408M sold.
Based on aggregated 13F filings for Q2 2017.