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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
MWM
1226
Mission Wealth Management
California
$368K -$9.78K -50 -3%
KAS
1227
Kestra Advisory Services
Texas
$367K +$367K +1,878 New
CFP
1228
Cypress Financial Planning
New Jersey
$367K
HCMG
1229
Howard Capital Management Group
California
$367K -$40.7K -208 -10%
RMAM
1230
Raab & Moskowitz Asset Management
New Jersey
$365K -$49.3K -252 -12%
CGIM
1231
Capital Group Investment Management
Singapore
$365K -$17K -87 -4%
JWWM
1232
Johnson & White Wealth Management
Pennsylvania
$365K +$196 +1 +0.1%
BB
1233
Busey Bank
Illinois
$364K -$96K -491 -21%
M
1234
Mirova
France
$364K -$152K -775 -29%
AUB
1235
Atlantic Union Bankshares
Virginia
$363K +$35.8K +183 +11%
WANY
1236
Wealthspire Advisors (New York)
New York
$362K -$9.38K -48 -3%
WTB
1237
Washington Trust Bank
Washington
$362K -$22.3K -114 -6%
DFA
1238
Delta Financial Advisors
Louisiana
$361K +$35.2K +180 +11%
KC
1239
Kingfisher Capital
North Carolina
$360K -$4.3K -22 -1%
RWB
1240
RMR Wealth Builders
New Jersey
$357K +$9.78K +50 +3%
1SB
1241
1ST Source Bank
Indiana
$356K -$3.71K -19 -1%
SAA
1242
Southeast Asset Advisors
Georgia
$356K
EFG
1243
Ethos Financial Group
Pennsylvania
$355K
EFSCE
1244
Enterprise Financial Services Corp (EFSC)
Missouri
$354K +$356K +1,823 New
M
1245
MOTCO
Texas
$352K +$1.56K +8 +0.4%
WA
1246
Waverly Advisors
Alabama
$351K +$354K +1,811 New
EL
1247
EMFO LLC
Florida
$351K
PFA
1248
Peak Financial Advisors
Colorado
$351K +$354K +1,809 New
TCM
1249
Tufton Capital Management
Maryland
$350K -$24.4K -125 -6%
AA
1250
ALPS Advisors
Colorado
$348K -$39.5K -202 -10%

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.