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American Tower
AMT

Overview Fund Activity

1,785 hedge funds and large institutions have $120B invested in American Tower in 2021 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 784 increasing their positions, 499 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+120
Holders Change %
+7.21%
% of All Funds
27.57%
Holding in Top 10
64
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.23%
% of All Funds
0.99%
New
253
Increased
784
Reduced
499
Closed
109
Calls
$1.12B
Puts
$767M
Net Calls
+$348M
Net Calls Change
+$379M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$857M
2
BlackRock
BlackRock
New York
+$673M
3
State Street
State Street
Massachusetts
+$280M
4
Amundi
Amundi
France
+$200M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$164M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$731M
2
RC
Resolution Capital
Australia
-$271M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$259M
4
Capital World Investors
Capital World Investors
California
-$253M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
-$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSNBOA
1626
Old Second National Bank of Aurora
Illinois
$80K -$1.37K -6 -2%
CHA
1627
Carmichael Hill & Associates
Maryland
$80K -$291 -1 -0.4%
MSFP
1628
Mark Sheptoff Financial Planning
Connecticut
$80K +$21.7K +74 +37%
JWA
1629
JFS Wealth Advisors
Pennsylvania
$79K -$293 -1 -0.4%
FFA
1630
Freedman Financial Associates
Massachusetts
$79K – – –
BWM
1631
BerganKDV Wealth Management
Minnesota
$78K +$1.17K +4 +2%
FQ
1632
First Quadrant
California
$77K +$4.1K +14 +6%
GM
1633
GeoWealth Management
Illinois
$76K +$9.65K +33 +15%
SWA
1634
Sutton Wealth Advisors
Florida
$75.2K – – –
KA
1635
Kozak & Associates
Colorado
$74K +$5.84K +25 +9%
HFA
1636
HC Financial Advisors
California
$69K – – –
MA
1637
Montag & Associates
Georgia
$69K +$10.3K +35 +18%
LAS
1638
Lloyd Advisory Services
Georgia
$67K -$21K – –
PGAM
1639
Princeton Global Asset Management
New Jersey
$66K – – –
SC
1640
Seldon Capital
California
$66K +$66K +227 New
AWM
1641
Accel Wealth Management
Iowa
$63K – – –
HIM
1642
Hillsdale Investment Management
Ontario, Canada
$61K – – –
EWM
1643
Edge Wealth Management
New York
$57K -$1.45K -5 -2%
MHR
1644
Matthew Hamilton Rosenberg
$57K +$10.3K +35 +22%
DHGWA
1645
Dixon Hughes Goodman Wealth Advisors
North Carolina
$57K +$57K +194 New
KFP
1646
KB Financial Partners
New Jersey
$56K +$56K +191 New
IFS
1647
Intelligent Financial Strategies
Minnesota
$56K +$56K +193 New
PWMG
1648
Prestige Wealth Management Group
New Jersey
$55K – – –
MWM
1649
Mascoma Wealth Management
New Hampshire
$52K -$5.58K -19 -10%
AFG
1650
Albion Financial Group
Utah
$52K +$12.9K +44 +33%
64 65
66
67 68