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American Tower
AMT

Overview Fund Activity

1,621 hedge funds and large institutions have $69.8B invested in American Tower in 2023 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 659 increasing their positions, 651 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,621
Holders Change
-53
Holders Change %
-3.17%
% of All Funds
25.85%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.53%
New
119
Increased
659
Reduced
651
Closed
147
Calls
$1.26B
Puts
$505M
Net Calls
+$758M
Net Calls Change
+$506M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$989M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$210M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$184M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$114M
5
ClearBridge Investments
ClearBridge Investments
New York
+$99.9M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$414M
2
Edgewood Management
Edgewood Management
Connecticut
-$358M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$305M
4
CWG
C WorldWide Group
Denmark
-$211M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
901
Concentric Wealth Management
California
$900K – – –
FM
902
Foster & Motley
Ohio
$898K -$2.13M -12,966 -70%
FTWA
903
Fifth Third Wealth Advisors
Ohio
$898K +$335K +2,039 +60%
BCM
904
Brookstone Capital Management
Illinois
$897K +$37.8K +237 +4%
IIM
905
INTECH Investment Management
Florida
$897K -$1.23M -7,508 -58%
WA
906
WBH Advisory
Maryland
$894K +$19.1K +116 +2%
BFA
907
BBJS Financial Advisors
Washington
$893K +$106K +643 +13%
SIG
908
Stonegate Investment Group
Alabama
$884K +$94.4K +574 +12%
ACM
909
Ayrshire Capital Management
Connecticut
$881K +$822 +5 +0.1%
MYAM
910
Meiji Yasuda Asset Management
Japan
$874K +$118K +720 +16%
PPWM
911
Paragon Private Wealth Management
Kentucky
$871K +$6.74K +41 +0.8%
HCM
912
Hutner Capital Management
Vermont
$870K -$32.7K -199 -4%
TP
913
Tranquility Partners
Tennessee
$868K -$269K -1,637 -24%
CCM
914
Coldstream Capital Management
Washington
$858K -$39K -237 -4%
WC
915
Waterloo Capital
Texas
$852K +$220K +1,337 +35%
GI
916
GS Investments
Minnesota
$847K -$8.06K -49 -0.9%
DWA
917
Douglass Winthrop Advisors
New York
$846K +$163K +992 +24%
Bank Julius Baer & Co
918
Bank Julius Baer & Co
Switzerland
$845K -$224K -1,362 -21%
USB
919
Union Savings Bank
Connecticut
$844K -$36.2K -220 -4%
APP
920
Avantax Planning Partners
Iowa
$842K +$63.8K +388 +8%
NAS
921
Nicolet Advisory Services
Wisconsin
$842K +$247K +1,567 +42%
WE
922
Wealth Effects
Massachusetts
$839K -$18.9K -115 -2%
FM
923
Freemont Management
Switzerland
$839K -$148K -900 -15%
PAM
924
Paradigm Asset Management
New York
$839K -$49.3K -300 -6%
PMA
925
Prudent Man Advisors
Illinois
$834K – – –
35 36
37
38 39