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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 %
CWM
1101
Congress Wealth Management
Massachusetts
$562K +$30.7K +145 +6%
CIAS
1102
Capital Investment Advisory Services
North Carolina
$558K -$94.1K -444 -14%
CI
1103
Cavalier Investments
Georgia
$556K -$35.6K -168 -6%
RCM
1104
Radnor Capital Management
Pennsylvania
$555K – – –
FAFN
1105
First Affirmative Financial Network
Colorado
$555K -$35K -165 -6%
SF
1106
Symphony Financial
Texas
$553K -$19.7K -90 -3%
CCB
1107
Cutter & Co Brokerage
Missouri
$552K -$64.6K -305 -10%
JWCA
1108
J.W. Cole Advisors
Florida
$551K +$14.6K +69 +3%
SC
1109
Solstein Capital
California
$551K -$344K -1,626 -38%
MWM
1110
Marion Wealth Management
Pennsylvania
$550K +$64.8K +306 +13%
AWM
1111
Aries Wealth Management
Maine
$550K – – –
AAIM
1112
American Assets Investment Management
California
$546K +$128K +603 +31%
BB
1113
Busey Bank
Illinois
$542K +$4.66K +22 +0.9%
FWM
1114
Forza Wealth Management
Florida
$539K +$539K +2,542 New
KSWA
1115
Kathleen S. Wright Associates
Pennsylvania
$538K -$85.8K -405 -14%
FFC
1116
First Financial Corp
Indiana
$533K +$31.8K +150 +6%
VFA
1117
Valeo Financial Advisors
Indiana
$530K +$28K +132 +6%
MAM
1118
Mark Asset Management
New York
$530K -$25.8K -122 -5%
RC
1119
RBO & Co
California
$530K – – –
DWM
1120
Defined Wealth Management
Oregon
$526K -$4.24K -20 -0.8%
Los Angeles Capital Management
1121
Los Angeles Capital Management
California
$525K -$11.3M -53,110 -96%
T
1122
TOBAM
France
$524K +$33.1K +156 +7%
SCM
1123
Schnieders Capital Management
California
$524K +$39K +184 +8%
GBWM
1124
Granite Bay Wealth Management
New Hampshire
$522K +$8.68K +41 +2%
WC
1125
Woodstock Corp
Massachusetts
$522K – – –
43 44
45
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