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American Tower
AMT

Overview Fund Activity

1,774 hedge funds and large institutions have $79.5B invested in American Tower in 2024 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 597 increasing their positions, 782 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,774
Holders Change
-56
Holders Change %
-3.06%
% of All Funds
23.61%
Holding in Top 10
28
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-26.32%
% of All Funds
0.37%
New
199
Increased
597
Reduced
782
Closed
220
Calls
$365M
Puts
$376M
Net Calls
-$11.9M
Net Calls Change
-$99.6M

Top Buyers

1
BlackRock
BlackRock
New York
+$755M
2
Cohen & Steers
Cohen & Steers
New York
+$630M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$628M
4
Capital World Investors
Capital World Investors
California
+$556M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$496M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$605M
2
DZ Bank
DZ Bank
Germany
-$423M
3
Amundi
Amundi
France
-$207M
4
A
AustralianSuper
Australia
-$184M
5
CIA
ClearBridge Investments (Australia)
Australia
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
1001
Frank Rimerman Advisors
California
$798K +$46.6K +254 +6%
FWM
1002
Forza Wealth Management
Florida
$792K -$69.3K -378 -8%
CFFP
1003
Center for Financial Planning
Michigan
$791K – – –
WE
1004
Wealth Effects
Massachusetts
$789K -$55K -300 -7%
LJAC
1005
L.J. Altfest & Co
New York
$785K +$25.3K +138 +3%
EFS
1006
Essex Financial Services
Connecticut
$784K -$12.3K -67 -2%
JIR
1007
James Investment Research
Ohio
$783K -$979K -5,336 -56%
FWCM
1008
Ferguson Wellman Capital Management
Oregon
$779K +$135K +735 +21%
DIM
1009
Delta Investment Management
California
$773K +$255K +1,392 +49%
GJWM
1010
Gilliland Jeter Wealth Management
Arkansas
$772K +$550 +3 +0.1%
ST
1011
Smithfield Trust
Pennsylvania
$771K -$11.2K -61 -1%
AAM
1012
Azzad Asset Management
Virginia
$769K -$1.07M -5,835 -58%
HTHT
1013
Hemenway Trust Hemenway Trust
New Hampshire
$767K -$32.5K -177 -4%
CAG
1014
Csenge Advisory Group
Florida
$764K -$314K -1,711 -29%
PFA
1015
Pathway Financial Advisers
Indiana
$763K -$23.1K -126 -3%
PWP
1016
Principle Wealth Partners
Connecticut
$763K +$29.3K +160 +4%
RFC
1017
Regions Financial Corp
Alabama
$762K -$2.57K -14 -0.3%
AWP
1018
Accretive Wealth Partners
New Jersey
$761K -$57K -311 -7%
LT
1019
Legacy Trust
Michigan
$753K -$28.8K -157 -4%
SFG
1020
Shum Financial Group
California
$748K -$17.7K -96 -2%
LCM
1021
Logan Capital Management
Pennsylvania
$748K -$550K -3,000 -42%
MLL
1022
Moody Lynn & Lieberson
Massachusetts
$748K – – –
LAIC
1023
Lederer & Associates Investment Counsel
California
$745K -$28.6K -156 -4%
CB
1024
Community Bank
New York
$744K – – –
UAG
1025
United Advisor Group
Ohio
$744K +$174K +951 +31%
39 40
41
42 43