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American Tower

1,793 hedge funds and large institutions have $79.7B invested in American Tower in 2024 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 605 increasing their positions, 787 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.04% more ownership

Funds ownership: 91.83%92.87% (+1%)

3% less call options, than puts

Call options by funds: $365M | Put options by funds: $376M

7% less first-time investments, than exits

New positions opened: 205 | Existing positions closed: 220

3% less funds holding

Funds holding: 1,8431,793 (-50)

20% less capital invested

Capital invested by funds: $99.4B → $79.7B (-$19.7B)

23% less repeat investments, than reductions

Existing positions increased: 605 | Existing positions reduced: 787

26% less funds holding in top 10

Funds holding in top 10: 3828 (-10)

Holders
1,793
Holders Change
-50
Holders Change %
-2.71%
% of All Funds
23.62%
Holding in Top 10
28
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-26.32%
% of All Funds
0.37%
New
205
Increased
605
Reduced
787
Closed
220
Calls
$365M
Puts
$376M
Net Calls
-$11.9M
Net Calls Change
-$99.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DFG
1226
Delta Financial Group
New Jersey
$407K -$53K -256 -10%
OCPWS
1227
One Charles Private Wealth Services
Massachusetts
$405K -$60.9K -294 -12%
NWMG
1228
National Wealth Management Group
Ohio
$403K -$35.4K -171 -7%
KP
1229
Keel Point
Alabama
$402K +$25.3K +122 +6%
CFC
1230
Coyle Financial Counsel
Illinois
$401K +$7.67K +37 +2%
CFG
1231
Copley Financial Group
California
$400K +$20.5K +99 +5%
1W
1232
1776 Wealth
Georgia
$399K -$4.97K -24 -1%
FMII
1233
Farmers & Merchants Investments Inc
Nebraska
$399K
CWM
1234
Calamos Wealth Management
Illinois
$398K +$12.6K +61 +3%
DG
1235
DMC Group
Alabama
$393K -$8.08K -39 -2%
AIA
1236
AssuredPartners Investment Advisors
Florida
$393K +$444K +2,145 New
SMA
1237
Sage Mountain Advisors
Georgia
$391K +$20.9K +101 +5%
WPP
1238
Whalerock Point Partners
Rhode Island
$391K
PFBT
1239
Parkside Financial Bank & Trust
Missouri
$389K -$8.08K -39 -2%
CIAS
1240
Capital Investment Advisory Services
North Carolina
$389K -$5.59K -27 -1%
BWP
1241
Baldwin Wealth Partners
Massachusetts
$388K -$16.6K -80 -4%
SF
1242
Symphony Financial
Texas
$386K -$31.1K -150 -7%
EI
1243
Ellevest Inc
New York
$386K -$51.4K -248 -11%
MWM
1244
Mission Wealth Management
California
$384K -$5.39K -26 -1%
IFG
1245
Independent Financial Group
California
$384K -$105K -508 -20%
PA
1246
Probity Advisors
Texas
$383K +$18.9K +91 +5%
HR
1247
Howe & Rusling
New York
$383K -$45.4K -219 -10%
SFP
1248
Shepherd Financial Partners
Massachusetts
$381K -$23.4K -113 -5%
CPWA
1249
Cerro Pacific Wealth Advisors
California
$381K -$207 -1 -0.1%
NDSI
1250
Newman Dignan & Sheerar Inc
Rhode Island
$380K