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American Tower
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Overview Fund Activity

1,620 hedge funds and large institutions have $69.7B invested in American Tower in 2023 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 659 increasing their positions, 650 reducing their positions, and 147 closing their positions.

Holders
1,620
Holders Change
-53
Holders Change %
-3.17%
% of All Funds
25.83%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.53%
New
119
Increased
659
Reduced
650
Closed
147
Calls
$1.26B
Puts
$505M
Net Calls
+$758M
Net Calls Change
+$506M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.61B
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$219M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$815M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.14B
5
ClearBridge Investments
5
ClearBridge Investments
New York
$535M

Top Sellers

1
Parnassus Investments
1
Parnassus Investments
California
$0
2
Edgewood Management
2
Edgewood Management
Connecticut
$561M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$431M
4
CWG
4
C WorldWide Group
Denmark
$1.05M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$36.4M
Name Market Value Shares Shares
Change 		Shares
Change %
UCB
1576
United Community Bank
South Carolina
$5.1K 31 – –
AWM
1577
Activest Wealth Management
Florida
$4.77K 29 -208 -88%
WIM
1578
Westside Investment Management
California
$4.28K 26 -26 -50%
BWL
1579
Bogart Wealth LLC
Virginia
$4.21K 26 +12 +86%
CTA
1580
Colonial Trust Advisors
South Carolina
$4.11K 25 -2 -7%
RCM
1581
Raleigh Capital Management
North Carolina
$4.01K 24 -394 -94%
TFGT
1582
TS Financial Group (TSFG)
Illinois
$4K 23 – –
SFG
1583
Steward Financial Group
Texas
$4K 28 +28 New
CIR
1584
Clear Investment Research
Georgia
$3.97K 24 – –
KFS
1585
Kelly Financial Services
Massachusetts
$3.95K 24 – –
OLVIG
1586
Oliver Lagore Vanvalin Investment Group
Michigan
$3.95K 24 – –
TFM
1587
TFC Financial Management
Massachusetts
$3.78K 23 +8 +53%
JFG
1588
JDM Financial Group
Texas
$3.29K 20 – –
CSC
1589
Caldwell Sutter Capital
California
$3.13K 19 – –
NRG
1590
Nemes Rush Group
Michigan
$3.13K 19 +6 +46%
TVWM
1591
Tower View Wealth Management
Wisconsin
$3K 20 – –
CMP
1592
Coston McIsaac & Partners
Maine
$3K 21 – –
WPWM
1593
Western Pacific Wealth Management
Illinois
$2.8K 17 – –
OIA
1594
Optimum Investment Advisors
Illinois
$2.8K 17 – –
TCA
1595
Trifecta Capital Advisors
Illinois
$2.63K 16 – –
MFT
1596
Moisand Fitzgerald Tamayo
Florida
$2.63K 16 +8 +100%
LFA
1597
LGT Financial Advisors
Texas
$2.47K 15 +15 New
NECFA
1598
New England Capital Financial Advisors
Connecticut
$2.42K 15 – –
TJHA
1599
Thomas J. Herzfeld Advisors
Florida
$2.3K 14 – –
ECM
1600
Everence Capital Management
Indiana
$2.19K 13,322 – –
62 63
64
65 66