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American Tower

1,175 hedge funds and large institutions have $66B invested in American Tower in 2018 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 398 increasing their positions, 438 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 71

43% more funds holding in top 10

Funds holding in top 10: 4260 (+18)

10% more capital invested

Capital invested by funds: $60.2B → $66B (+$5.86B)

8% more funds holding

Funds holding: 1,0871,175 (+88)

4% more call options, than puts

Call options by funds: $488M | Put options by funds: $471M

1% more ownership

Funds ownership: 94.07%95.07% (+1%)

9% less repeat investments, than reductions

Existing positions increased: 398 | Existing positions reduced: 438

Holders
1,175
Holders Change
+88
Holders Change %
+8.1%
% of All Funds
26.18%
Holding in Top 10
60
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+42.86%
% of All Funds
1.34%
New
168
Increased
398
Reduced
438
Closed
71
Calls
$488M
Puts
$471M
Net Calls
+$17.5M
Net Calls Change
-$94.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
1101
Compagnie Lombard Odier SCmA
Switzerland
$20K -$108K -694 -85%
DAM
1102
Delta Asset Management
Tennessee
$20K
RWG
1103
Regal Wealth Group
California
$20K
IFAM
1104
Institutional & Family Asset Management
Colorado
$19K -$7.97K -51 -30%
SIS
1105
Sound Income Strategies
Florida
$19K -$2.97K -19 -13%
AIS
1106
AlphaOne Investment Services
Pennsylvania
$18K
AIL
1107
AGF Investments LLC
Ontario, Canada
$18K +$18K +115 New
AWM
1108
Avondale Wealth Management
Texas
$17K
OFW
1109
Omnia Family Wealth
Florida
$17K
LWM
1110
Liberty Wealth Management
California
$17K +$17.5K +112 New
MPWT
1111
MassMutual Private Wealth & Trust
Connecticut
$16.8K
CAC
1112
Certified Advisory Corp
Florida
$16K
DOA
1113
D'Orazio & Associates
Virginia
$16K
HDIM
1114
Hanson & Doremus Investment Management
Vermont
$16K
JCM
1115
Jacobi Capital Management
Pennsylvania
$16K
FCMT
1116
Founders Capital Management (Texas)
Texas
$16K +$3.91K +25 +33%
CJA
1117
C-J Advisory
California
$16K +$15.8K +101 New
WOC
1118
West Oak Capital
California
$15.8K +$7.82K +50 +100%
FCB
1119
First Command Bank
Texas
$15K
FCFS
1120
First Command Financial Services
Texas
$15K
GCM
1121
Gables Capital Management
Florida
$14K
RFM
1122
Royal Fund Management
Florida
$14K +$782 +5 +6%
VNA
1123
Valley National Advisers
Pennsylvania
$14K +$4.38K +28 +46%
AOWM
1124
Alpha Omega Wealth Management
Virginia
$13K
MSA
1125
Marino Stram & Associates
Massachusetts
$13K