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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
LTI
1601
Laffer Tengler Investments
Tennessee
$16.5K
JFA
1602
JNBA Financial Advisors
Minnesota
$15.3K -$391 -2 -2%
CNBTD
1603
Citizens National Bank Trust Department
Mississippi
$15.1K
CSWM
1604
Cassady Schiller Wealth Management
Ohio
$14.7K
NC
1605
NewSquare Capital
Pennsylvania
$14.4K -$1.76K -9 -11%
DSC
1606
Duncker Streett & Co
Missouri
$14.4K +$587 +3 +4%
EBA
1607
Eagle Bay Advisors
New York
$14.2K -$5.67K -29 -28%
PG
1608
Proffitt & Goodson
Tennessee
$13.8K
BHWM
1609
Bay Harbor Wealth Management
Maryland
$13.7K -$5.08K -26 -27%
PCFFS
1610
Pacific Center for Financial Services
California
$13.6K
TCM
1611
Tradewinds Capital Management
Washington
$13.5K +$196 +1 +1%
BC
1612
Barrett & Company
Rhode Island
$13.4K
WAM
1613
WFA Asset Management
Wisconsin
$12.6K +$196 +1 +2%
CCMI
1614
Creative Capital Management Investments
California
$12.4K
FFL
1615
Financial Freedom LLC
Ohio
$12.2K
LWP
1616
Lumature Wealth Partners
Georgia
$12.2K +$1.17K +6 +11%
CTWM
1617
Cherry Tree Wealth Management
Minnesota
$12K +$12.1K +62 New
VCM
1618
Versant Capital Management
Arizona
$11.8K
GIA
1619
GHP Investment Advisors
Colorado
$11.8K +$12.3K +63 New
NSG
1620
Nalls Sherbakoff Group
Tennessee
$10.5K -$1.76K -9 -14%
WIM
1621
Westside Investment Management
California
$10.1K
BAM
1622
Bellevue Asset Management
Washington
$10.1K
WAS
1623
Winch Advisory Services
Wisconsin
$10K
FP
1624
Financial Perspectives
Minnesota
$9.7K
DI
1625
Disciplined Investments
Oklahoma
$9.5K

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.