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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
FWM
1501
Focused Wealth Management
New York
$78.3K -$13.1K -67 -14%
JEST
1502
JTC Employer Solutions Trustee
Jersey
$78K
MHR
1503
Matthew Hamilton Rosenberg
$77.2K -$19.6K -100 -20%
ME
1504
McIlrath & Eck
Washington
$76K -$1.37K -7 -2%
CCA
1505
Column Capital Advisors
Indiana
$75.6K
IGWM
1506
ICA Group Wealth Management
Colorado
$75.5K +$11.7K +60 +18%
HI
1507
Harbour Investments
Wisconsin
$74.9K -$338K -1,729 -82%
BLC
1508
Brown, Lisle/Cummings
Rhode Island
$74.9K +$44.2K +226 +141%
SCM
1509
Silvant Capital Management
Georgia
$74.7K
LFASL
1510
Lugano Financial Advisors SA (LFA)
Switzerland
$74.7K +$75.3K +385 New
WP
1511
WealthPLAN Partners
Nebraska
$73.1K -$12.3K -63 -14%
PIAS
1512
PCA Investment Advisory Services
Ohio
$73K +$73.5K +376 New
FA
1513
Fiduciary Alliance
South Carolina
$71.2K +$71.8K +367 New
HBW
1514
Hazlett, Burt & Watson
West Virginia
$70K -$13.3K -68 -16%
TSWM
1515
Tyler-Stone Wealth Management
Ohio
$69K +$69.8K +357 New
ZB
1516
Zions Bancorporation
Utah
$67.3K -$2.35K -12 -3%
BC
1517
Belmont Capital
California
$66.9K -$6.65K -34 -9%
BONH
1518
Bank of New Hampshire
New Hampshire
$66.9K
AF
1519
Advisornet Financial
Minnesota
$64.3K -$25.4K -130 -28%
GFPC
1520
Global Financial Private Client
Florida
$63.6K
KA
1521
Kozak & Associates
Colorado
$61.8K
RFA
1522
Register Financial Advisors
Georgia
$59.8K
DCBT
1523
Dakota Community Bank & Trust
North Dakota
$59.2K
KTC
1524
Kistler-Tiffany Companies
Pennsylvania
$59K +$19.6K +100 +49%
CP
1525
Castleview Partners
Texas
$58.6K +$12.7K +65 +27%

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.