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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
CST
1401
Charles Schwab Trust
Nevada
$222K
HCM
1402
Hollencrest Capital Management
California
$221K
HSA
1403
HBK Sorce Advisory
Pennsylvania
$220K -$13.7K -70 -6%
RSWM
1404
Robertson Stephens Wealth Management
California
$220K -$15.4K -79 -7%
VEA
1405
Virtus ETF Advisers
New York
$219K -$55.7K -285 -20%
MC
1406
Muzinich & Co
New York
$219K -$22.5K -115 -9%
AAS
1407
Ameritas Advisory Services
Nebraska
$218K -$55.5K -284 -20%
FGA
1408
Fortis Group Advisors
New Jersey
$217K -$21.3K -109 -9%
IBOK
1409
Independence Bank of Kentucky
Kentucky
$217K +$93.6K +479 +75%
MIS
1410
Morningstar Investment Services
Illinois
$217K +$220K +1,125 New
SHWM
1411
Silicon Hills Wealth Management
Texas
$216K
PPW
1412
Pasadena Private Wealth
California
$216K
TSW
1413
Thompson Siegel & Walmsley
Virginia
$216K -$978 -5 -0.4%
V
1414
ViaWealth
Kansas
$216K +$218K +1,114 New
GWS
1415
Glassman Wealth Services
Virginia
$216K +$9.19K +47 +4%
BMCM
1416
Bryn Mawr Capital Management
Pennsylvania
$215K +$216K +1,106 New
PMAM
1417
Picton Mahoney Asset Management
Ontario, Canada
$214K +$216K +1,105 New
IWA
1418
IVC Wealth Advisors
Pennsylvania
$213K +$9.78K +50 +5%
CA
1419
Claro Advisors
Massachusetts
$212K -$14.3K -73 -6%
RBFC
1420
Roman Butler Fullerton & Co
Missouri
$212K -$34.8K -178 -14%
FFA
1421
Farther Finance Advisors
California
$211K +$100K +513 +89%
KOC
1422
Koss-Olinger Consulting
Florida
$211K +$196 +1 +0.1%
ECM
1423
Elgethun Capital Management
South Dakota
$211K +$196 +1 +0.1%
SIAG
1424
Signet Investment Advisory Group
Rhode Island
$210K
LCGC
1425
Legacy Capital Group California
California
$210K +$6.84K +35 +3%

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.