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American Tower
AMT

Overview Fund Activity

1,750 hedge funds and large institutions have $84.7B invested in American Tower in 2024 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 746 increasing their positions, 653 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,750
Holders Change
-33
Holders Change %
-1.85%
% of All Funds
25.37%
Holding in Top 10
30
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.92%
% of All Funds
0.43%
New
146
Increased
746
Reduced
653
Closed
159
Calls
$1.13B
Puts
$552M
Net Calls
+$574M
Net Calls Change
-$35.9M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$792M
2
Principal Financial Group
Principal Financial Group
Iowa
$1.74B
3
Cohen & Steers
Cohen & Steers
New York
$3.5B
4
Vanguard Group
Vanguard Group
Pennsylvania
$12.2B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.59B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.62B
2
Edgewood Management
Edgewood Management
Connecticut
$51.5M
3
PIF
Public Investment Fund
Saudi Arabia
$0
4
Brown Advisory
Brown Advisory
Maryland
$548M
5
Jennison Associates
Jennison Associates
New York
$880M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
1601
Kozak & Associates
Colorado
$51.2K -$5.65K -29 -10%
PMFA
1602
Plante Moran Financial Advisors
Michigan
$49.6K +$27.9K +141 +128%
RA
1603
Rise Advisors
New York
$49.4K +$49.4K +250 New
DMBA
1604
Deseret Mutual Benefit Administrators
Utah
$48.4K – – –
WPA
1605
West Paces Advisors
Georgia
$46K – – –
CIAS
1606
CBIZ Investment Advisory Services
Ohio
$46K +$46K +233 New
AAG
1607
Armstrong Advisory Group
Massachusetts
$45.4K – – –
CWC
1608
Carolinas Wealth Consulting
North Carolina
$45.3K +$198 +1 +0.4%
C
1609
Covestor
United Kingdom
$43K +$986 +5 +2%
SFA
1610
Semmax Financial Advisors
North Carolina
$42.9K +$40.9K +221 +2,009%
DAM
1611
Delta Asset Management
Tennessee
$41.9K -$395 -2 -0.9%
OA
1612
Operose Advisors
Wisconsin
$41.5K – – –
HI
1613
Hoey Investments
Pennsylvania
$41.5K – – –
HNB
1614
Hilltop National Bank
Wyoming
$41.5K +$41.5K +210 New
AFS
1615
Annapolis Financial Services
Maryland
$40.3K +$9.68K +49 +32%
VWA
1616
Valued Wealth Advisors
Utah
$39.9K +$395 +2 +1%
LFG
1617
Larson Financial Group
Missouri
$39.9K +$16.8K +85 +73%
BL
1618
BFSG LLC
California
$39.5K – – –
OC
1619
Oakworth Capital
Alabama
$38.7K – – –
SNB
1620
Security National Bank
Nebraska
$37.5K – – –
GA
1621
GoalVest Advisory
New York
$37.5K -$3.95K -20 -10%
MLA
1622
MB, Levis & Associates
Pennsylvania
$37.5K – – –
JWA
1623
JFS Wealth Advisors
Pennsylvania
$36.2K -$3.16K -16 -8%
VNA
1624
Valley National Advisers
Pennsylvania
$36K +$1.37K +7 +4%
FCT
1625
First Community Trust
Iowa
$35.6K -$20.4K -103 -36%
63 64
65
66 67