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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
FTWA
1026
Fifth Third Wealth Advisors
Ohio
$664K +$669K +3,421 New
CWM
1027
Congress Wealth Management
Massachusetts
$663K -$2.15K -11 -0.3%
KCM
1028
Kornitzer Capital Management
Kansas
$662K +$2.74K +14 +0.4%
APA
1029
Astoria Portfolio Advisors
New York
$661K +$60.8K +311 +10%
HCA
1030
Heck Capital Advisors
Wisconsin
$660K -$15.3K -78 -2%
NFSG
1031
Newbridge Financial Services Group
Florida
$653K -$18.2K -93 -3%
CI
1032
Conning Inc
Connecticut
$647K -$76.2K -390 -10%
CAAS
1033
Capital Asset Advisory Services
Michigan
$647K +$52K +266 +9%
MAWAG
1034
Mid-American Wealth Advisory Group
Missouri
$645K +$645K +3,301 New
VVP
1035
Venture Visionary Partners
Ohio
$644K -$3.71K -19 -0.6%
HGWM
1036
Horst & Graben Wealth Management
Oregon
$643K
CA
1037
Continuum Advisory
Idaho
$641K +$230K +1,176 +55%
GSEP
1038
Golden State Equity Partners
California
$639K +$290K +1,482 +82%
NRD
1039
Nebula Research & Development
New York
$639K +$644K +3,294 New
FC
1040
Forte Capital
New York
$637K +$10.6K +54 +2%
SIM
1041
Sentry Investment Management
Wisconsin
$637K +$41.4K +212 +7%
TW
1042
TrinityPoint Wealth
Connecticut
$635K +$5.28K +27 +0.8%
MPPW
1043
Mitchell & Pahl Private Wealth
Oklahoma
$633K -$14.3K -73 -2%
RPCONE
1044
Retirement Planning Company of New England
Rhode Island
$629K +$32.5K +166 +5%
MSS
1045
Mitchell Sinkler & Starr
Pennsylvania
$627K
WAP
1046
Wealthcare Advisory Partners
Pennsylvania
$625K +$55.1K +282 +10%
RIA
1047
Realta Investment Advisors
Delaware
$623K +$54.2K +277 +9%
GAG
1048
GM Advisory Group
New York
$620K +$19.6K +100 +3%
B
1049
Bellecapital
Switzerland
$615K +$181K +927 +41%
WOC
1050
West Oak Capital
California
$613K

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.