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American Tower

1,684 hedge funds and large institutions have $82.1B invested in American Tower in 2023 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 708 increasing their positions, 642 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $658M | Put options by funds: $406M

10% more repeat investments, than reductions

Existing positions increased: 708 | Existing positions reduced: 642

1% less funds holding

Funds holding: 1,7011,684 (-17)

6% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 125

5% less capital invested

Capital invested by funds: $86.6B → $82.1B (-$4.49B)

8.06% less ownership

Funds ownership: 98.86%90.8% (-8.1%)

22% less funds holding in top 10

Funds holding in top 10: 4535 (-10)

Holders
1,684
Holders Change
-17
Holders Change %
-1%
% of All Funds
26.44%
Holding in Top 10
35
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-22.22%
% of All Funds
0.55%
New
117
Increased
708
Reduced
642
Closed
125
Calls
$658M
Puts
$406M
Net Calls
+$252M
Net Calls Change
+$181M
Name Holding Trade Value Shares
Change
Change in
Stake
CGL
926
Clarius Group LLC
Washington
$938K +$1.96K +10 +0.2%
BSAM
927
Blue Square Asset Management
New York
$935K +$579K +2,963 +159%
SIG
928
Stonegate Investment Group
Alabama
$932K +$7.63K +39 +0.8%
CPR
929
CSU Producer Resources
Ohio
$931K
SAG
930
SageView Advisory Group
California
$931K +$624K +3,194 +199%
BFA
931
BBJS Financial Advisors
Washington
$928K +$316K +1,614 +51%
CFFP
932
Center for Financial Planning
Michigan
$928K
NIM
933
Needham Investment Management
New York
$921K
APP
934
Avantax Planning Partners
Iowa
$918K +$11.7K +60 +1%
MNBTD
935
Moody National Bank Trust Division
Texas
$913K +$1.17K +6 +0.1%
Balyasny Asset Management
936
Balyasny Asset Management
Illinois
$907K -$19.1M -97,530 -95%
CT
937
Chicago Trust
Illinois
$897K +$217K +1,110 +32%
IAA
938
Independent Advisor Alliance
North Carolina
$894K -$11.1K -57 -1%
P
939
Pitcairn
Pennsylvania
$892K -$27.8K -142 -3%
MYAM
940
Meiji Yasuda Asset Management
Japan
$891K -$61K -312 -6%
FPF
941
First Pacific Financial
Washington
$889K +$27K +138 +3%
SG
942
StoneX Group
New York
$887K +$53.2K +272 +6%
LWM
943
Laidlaw Wealth Management
New York
$878K -$10.4K -53 -1%
CFGS
944
Concourse Financial Group Securities
Alabama
$876K +$434K +2,221 +98%
BP
945
Ballentine Partners
Massachusetts
$874K -$8.02K -41 -0.9%
CL
946
Choreo LLC
Illinois
$873K -$50.4K -258 -5%
WIM
947
Waycross Investment Management
Washington
$872K -$77K -394 -8%
AG
948
Ascent Group
Virginia
$872K +$625K +3,198 +210%
FBA
949
Front Barnett Associates
Illinois
$866K -$683K -3,495 -44%
MW
950
Marcum Wealth
Ohio
$866K -$248K -1,267 -22%

AMT Hedge Fund Activity: Q2 2023 in Review

1,684 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in American Tower (AMT) for Q2 2023, worth a combined $82.1B — down 5.2% from $86.6B a quarter earlier.

Sellers outnumbered buyers: 125 funds closed out of AMT and 117 opened new positions — a net loss of 8 holders — while 642 trimmed existing stakes and 708 added.

The largest buyer was Cohen & Steers, adding an estimated $590M. The largest seller was OFI Invest Asset Management, cutting an estimated $7.23B.

  • 1,684 institutional investors held American Tower (AMT) as of Q2 2023, down from 1,701 in Q1 2023.
  • Funds reported $82.1B of American Tower stock for Q2 2023, down 5.2% quarter-over-quarter.
  • 117 funds opened new American Tower positions in Q2 2023 and 125 closed out, a net change of -8 holders.
  • The largest American Tower buyer in Q2 2023 was Cohen & Steers, an estimated $590M added.
  • The largest American Tower seller in Q2 2023 was OFI Invest Asset Management, an estimated $7.23B sold.

Based on aggregated 13F filings for Q2 2023.