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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
LAS
1076
LWM Advisory Services
Florida
$571K +$155K +792 +37%
FUBT
1077
First United Bank & Trust
Maryland
$567K +$4.89K +25 +0.9%
MMA
1078
Miracle Mile Advisors
California
$567K -$183K -938 -24%
4WM
1079
4J Wealth Management
Virginia
$566K -$55.5K -284 -9%
IDBONY
1080
Israel Discount Bank of New York
New York
$566K -$114K -584 -17%
IF
1081
Insight Folios
North Carolina
$564K +$317K +1,623 +126%
VSQM
1082
V-Square Quantitative Management
Illinois
$560K -$5.67K -29 -1%
WB
1083
WesBanco Bank
West Virginia
$559K +$7.82K +40 +1%
MSA
1084
Marino Stram & Associates
Massachusetts
$559K -$8.99K -46 -2%
AIA
1085
Affinity Investment Advisors
California
$558K -$3.52K -18 -0.6%
SCP
1086
Shorepoint Capital Partners
Massachusetts
$558K -$196K -1,000 -26%
WS
1087
Wedbush Securities
California
$557K -$380K -1,944 -40%
LIM
1088
Longfellow Investment Management
Massachusetts
$554K +$22.7K +116 +4%
BFS
1089
Bard Financial Services
Connecticut
$553K +$58.7K +300 +12%
IFG
1090
Independent Financial Group
California
$552K +$69.6K +356 +14%
PWP
1091
Principle Wealth Partners
Connecticut
$552K -$1.76K -9 -0.3%
ETC
1092
Exchange Traded Concepts
Oklahoma
$551K +$2.54K +13 +0.5%
PWM
1093
Palumbo Wealth Management
New York
$551K +$555K +2,839 New
SDWIA
1094
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$549K +$75.3K +385 +16%
MA
1095
Modus Advisors
Minnesota
$548K +$152K +780 +38%
RCM
1096
Radnor Capital Management
Pennsylvania
$546K +$550K +2,814 New
AIS
1097
American Investment Services
Massachusetts
$544K
GIM
1098
Goelzer Investment Management
Indiana
$543K -$43.8K -224 -7%
PWMG
1099
Pinnacle Wealth Management Group
Michigan
$540K
LFA
1100
Landmark Financial Advisors
Kentucky
$539K +$10.9K +56 +2%

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.