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American Tower

1,312 hedge funds and large institutions have $90.6B invested in American Tower in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 530 increasing their positions, 480 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 62

22% more call options, than puts

Call options by funds: $793M | Put options by funds: $651M

10% more repeat investments, than reductions

Existing positions increased: 530 | Existing positions reduced: 480

8% more funds holding in top 10

Funds holding in top 10: 6469 (+5)

7% more capital invested

Capital invested by funds: $84.6B → $90.6B (+$5.99B)

3% more funds holding

Funds holding: 1,2771,312 (+35)

1.05% less ownership

Funds ownership: 93.71%92.67% (-1%)

Holders
1,312
Holders Change
+35
Holders Change %
+2.74%
% of All Funds
28.77%
Holding in Top 10
69
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.81%
% of All Funds
1.51%
New
106
Increased
530
Reduced
480
Closed
62
Calls
$793M
Puts
$651M
Net Calls
+$142M
Net Calls Change
+$461M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1201
JNBA Financial Advisors
Minnesota
$71K +$11.3K +52 +19%
SQA
1202
Simon Quick Advisors
New Jersey
$68K
APW
1203
Acima Private Wealth
Virginia
$67K
MSFP
1204
Mark Sheptoff Financial Planning
Connecticut
$65K
CAC
1205
Certified Advisory Corp
Florida
$63K +$21.8K +100 +54%
KTC
1206
Kistler-Tiffany Companies
Pennsylvania
$61K -$20.3K -93 -25%
T
1207
TOBAM
France
$57K -$8.73K -40 -13%
HIM
1208
Hillsdale Investment Management
Ontario, Canada
$57K +$12K +55 +28%
HR
1209
Howe & Rusling
New York
$56K -$2.18K -10 -4%
AA
1210
Advisory Alpha
Michigan
$55.1K +$53K +243 New
CI
1211
CX Institutional
Indiana
$55K +$19.4K +89 +56%
WAP
1212
Wealthcare Advisory Partners
Pennsylvania
$54K +$45.8K +210 +656%
AIS
1213
Accurate Investment Solutions
Pennsylvania
$53K
GSWM
1214
Golden State Wealth Management
California
$50K -$2.84K -13 -5%
SCM
1215
Silvant Capital Management
Georgia
$49K -$10.5K -48 -18%
TFO
1216
Tarbox Family Office
California
$49K
AIM
1217
Anchor Investment Management
South Carolina
$47.1K
NIM
1218
NuWave Investment Management
New Jersey
$46K -$1.03M -4,723 -96%
BHWM
1219
Bay Harbor Wealth Management
Maryland
$44K -$3.27K -15 -7%
BWA
1220
Burt Wealth Advisors
Maryland
$44K
PFO
1221
Pathstone Family Office
New Jersey
$44K
QAM
1222
QCI Asset Management
New York
$44K
SIA
1223
SeaBridge Investment Advisors
New Jersey
$44K
HCA
1224
Horan Capital Advisors
Ohio
$44K +$43.7K +200 New
FBT
1225
First Bank & Trust
South Dakota
$39K

AMT Hedge Fund Activity: Q3 2019 in Review

1,312 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in American Tower (AMT) for Q3 2019, worth a combined $90.6B — up 7.1% from $84.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AMT positions and 62 closed out — a net gain of 44 holders — while 530 added to existing stakes and 480 trimmed.

The largest buyer was Jennison Associates, adding an estimated $208M. The largest seller was Wellington Management Group, cutting an estimated $1.25B.

  • 1,312 institutional investors held American Tower (AMT) as of Q3 2019, up from 1,277 in Q2 2019.
  • Funds reported $90.6B of American Tower stock for Q3 2019, up 7.1% quarter-over-quarter.
  • 106 funds opened new American Tower positions in Q3 2019 and 62 closed out, a net change of +44 holders.
  • The largest American Tower buyer in Q3 2019 was Jennison Associates, an estimated $208M added.
  • The largest American Tower seller in Q3 2019 was Wellington Management Group, an estimated $1.25B sold.

Based on aggregated 13F filings for Q3 2019.