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American Tower
AMT

Overview Fund Activity

1,698 hedge funds and large institutions have $89.1B invested in American Tower in 2022 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 662 increasing their positions, 651 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,698
Holders Change
+19
Holders Change %
+1.13%
% of All Funds
27.4%
Holding in Top 10
54
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.9%
% of All Funds
0.87%
New
179
Increased
662
Reduced
651
Closed
128
Calls
$706M
Puts
$622M
Net Calls
+$84M
Net Calls Change
-$427M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$299M
2
CSA
Cottage Street Advisors
Massachusetts
+$281M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$280M
4
Capital World Investors
Capital World Investors
California
+$213M
5
Morgan Stanley
Morgan Stanley
New York
+$204M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$1.03B
2
Cohen & Steers
Cohen & Steers
New York
-$724M
3
Deutsche Bank
Deutsche Bank
Germany
-$275M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$210M
5
Bank of America
Bank of America
North Carolina
-$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
1076
Strategic Blueprint
Georgia
$597K -$105K -496 -15%
CAG
1077
Csenge Advisory Group
Florida
$596K +$289K +1,365 +94%
MMA
1078
Miracle Mile Advisors
California
$596K – – –
FMB
1079
Field & Main Bank
Kentucky
$595K -$30.7K -145 -5%
LIG
1080
Lokken Investment Group
Delaware
$594K +$56.8K +268 +11%
AIS
1081
American Investment Services
Massachusetts
$594K – – –
FUBT
1082
First United Bank & Trust
Maryland
$593K -$21.2K -100 -3%
RC
1083
Roundview Capital
New Jersey
$593K +$593K +2,798 New
CCM
1084
Copeland Capital Management
Pennsylvania
$588K -$211K -995 -26%
VFPI
1085
Vantage Financial Partners (Illinois)
Illinois
$583K +$42.4K +200 +8%
FFA
1086
Founders Financial Alliance
North Carolina
$580K -$847 -4 -0.1%
NGA
1087
Naples Global Advisors
Florida
$579K +$10.7K +50 +2%
SCM
1088
Stevens Capital Management
Pennsylvania
$578K +$11.9K +56 +2%
RWM
1089
Ritholtz Wealth Management
New York
$576K -$225K -1,060 -28%
DWP
1090
Daymark Wealth Partners
Ohio
$576K +$576K +2,719 New
LFA
1091
Landmark Financial Advisors
Kentucky
$572K +$11.7K +55 +2%
GFS
1092
GYL Financial Synergies
Connecticut
$572K -$54.2K -256 -9%
LC
1093
Lincoln Capital
Nebraska
$572K -$10.8K -51 -2%
BCMO
1094
Buckingham Capital Management (Ohio)
Ohio
$572K – – –
ABLA
1095
Alan B. Lancz & Associates
Ohio
$570K – – –
HL
1096
HeadInvest LLC
Maine
$569K -$34.3K -162 -6%
TFCP
1097
Twin Focus Capital Partners
Massachusetts
$569K +$48.9K +231 +9%
FMII
1098
Farmers & Merchants Investments Inc
Nebraska
$569K +$1.91K +9 +0.3%
WOC
1099
West Oak Capital
California
$567K -$135K -735 -19%
IAS
1100
Insigneo Advisory Services
Florida
$563K +$563K +2,639 New
42 43
44
45 46