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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
PP
1301
PDS Planning
Ohio
$304K -$61.8K -316 -17%
HIG
1302
Heritage Investment Group
Florida
$304K -$7.63K -39 -2%
CSPIA
1303
Cary Street Partners Investment Advisory
Virginia
$302K +$64.9K +332 +27%
IG
1304
Ithaka Group
Virginia
$301K
HWM
1305
Hemington Wealth Management
Virginia
$300K -$10.8K -55 -3%
SSWM
1306
Sheets Smith Wealth Management
North Carolina
$299K
ZIM
1307
Zacks Investment Management
Illinois
$299K +$301K +1,541 New
BCM
1308
Becker Capital Management
Oregon
$299K
EW
1309
Evoke Wealth
California
$298K -$53.8K -275 -15%
WA
1310
WESPAC Advisors
California
$297K
FCB
1311
First County Bank
Connecticut
$296K +$61.6K +315 +26%
PWLP
1312
Prio Wealth Limited Partnership
Massachusetts
$296K -$120K -615 -29%
EWM
1313
Endurance Wealth Management
Rhode Island
$294K
VA
1314
Valmark Advisers
Ohio
$294K -$23.1K -118 -7%
EWM
1315
Evermay Wealth Management
Virginia
$294K
OHWA
1316
Oak Hill Wealth Advisors
Virginia
$294K -$16.2K -83 -5%
IWN
1317
Independent Wealth Network
Iowa
$292K +$29.3K +150 +11%
DTC
1318
Davidson Trust Company
Washington
$291K +$294K +1,502 New
CCFM
1319
Clear Creek Financial Management
Washington
$290K -$16.4K -84 -5%
MA
1320
MJP Associates
Connecticut
$290K +$292K +1,494 New
FFA
1321
First Foundation Advisors
California
$287K -$242K -1,237 -45%
NPA
1322
Nichols & Pratt Advisers
Massachusetts
$286K +$288K +1,475 New
CWA
1323
CM Wealth Advisors
Ohio
$285K -$1.79M -9,131 -86%
GIA
1324
Gladstone Institutional Advisory
Florida
$284K -$281K -1,438 -50%
CWM
1325
Cornerstone Wealth Management
Missouri
$282K +$284K +1,454 New

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.