American Tower
1,793 hedge funds and large institutions have $120B invested in American Tower in 2021 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 787 increasing their positions, 502 reducing their positions, and 109 closing their positions.
133% more first-time investments, than exits
New positions opened: 254 | Existing positions closed: 109
57% more repeat investments, than reductions
Existing positions increased: 787 | Existing positions reduced: 502
45% more call options, than puts
Call options by funds: $1.12B | Put options by funds: $767M
11% more capital invested
Capital invested by funds: $109B → $120B (+$11.5B)
7% more funds holding
Funds holding: 1,672 → 1,793 (+121)
5% more funds holding in top 10
Funds holding in top 10: 62 → 65 (+3)
0.89% more ownership
Funds ownership: 90.68% → 91.56% (+0.89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$801M |
| 2 |
BlackRock
New York
|
+$629M |
| 3 |
State Street
Boston,
Massachusetts
|
+$261M |
| 4 |
Amundi
Paris,
France
|
+$213M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$154M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$683M |
| 2 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$271M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$242M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$237M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$174M |
AMT Hedge Fund Activity: Q4 2021 in Review
1,793 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in American Tower (AMT) for Q4 2021, worth a combined $120B — up 11% from $109B a quarter earlier.
Buyers outnumbered sellers: 254 funds opened new AMT positions and 109 closed out — a net gain of 145 holders — while 787 added to existing stakes and 502 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $801M. The largest seller was Fidelity Investments, cutting an estimated $683M.
- 1,793 institutional investors held American Tower (AMT) as of Q4 2021, up from 1,672 in Q3 2021.
- Funds reported $120B of American Tower stock for Q4 2021, up 11% quarter-over-quarter.
- 254 funds opened new American Tower positions in Q4 2021 and 109 closed out, a net change of +145 holders.
- The largest American Tower buyer in Q4 2021 was Cohen & Steers, an estimated $801M added.
- The largest American Tower seller in Q4 2021 was Fidelity Investments, an estimated $683M sold.
Based on aggregated 13F filings for Q4 2021.