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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
LFG
1626
Larson Financial Group
Missouri
$9.41K -$7.43K -38 -44%
VNA
1627
Valley National Advisers
Pennsylvania
$9K
CPG
1628
Cornerstone Planning Group
New Jersey
$8.73K +$8.8K +45 New
RFG
1629
RFP Financial Group
Georgia
$8.53K
LWANC
1630
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.34K
GWSA
1631
Global Wealth Strategies & Associates
Colorado
$8.34K -$587 -3 -7%
ICM
1632
Intrepid Capital Management
Florida
$8.14K +$8.21K +42 New
IUHSA
1633
Itau Unibanco Holding S.A.
Brazil
$7.37K -$92.1K -471 -93%
QL
1634
Quarry LP
New York
$7.37K +$7.43K +38 New
SF
1635
Safeguard Financial
Wisconsin
$7K +$7.63K +39 New
WFA
1636
West Financial Advisors
Iowa
$6.98K +$7.04K +36 New
NCM
1637
Northwest Capital Management
Oregon
$6.4K +$6.45K +33 New
FGAM
1638
Financial Gravity Asset Management
Texas
$6.36K -$1.96K -10 -5%
MWM
1639
Mascoma Wealth Management
New Hampshire
$6.28K -$28.9K -148 -81%
RCG
1640
Rock Creek Group
District of Columbia
$6.01K
UCB
1641
United Community Bank
South Carolina
$6.01K
TAIM
1642
TD Ameritrade Investment Management
Nebraska
$6K -$1.17K -6 -15%
FNBOSM
1643
First National Bank of South Miami
Florida
$5.82K
CTA
1644
Colonial Trust Advisors
South Carolina
$5.24K -$391 -2 -7%
KFS
1645
Kelly Financial Services
Massachusetts
$4.66K
OLVIG
1646
Oliver Lagore Vanvalin Investment Group
Michigan
$4.66K
CIR
1647
Clear Investment Research
Georgia
$4.66K +$4.69K +24 New
IPW
1648
Impact Partnership Wealth
Georgia
$4.66K +$4.69K +24 New
GM
1649
GeoWealth Management
Illinois
$4K -$65.9K -337 -94%
CMP
1650
Coston McIsaac & Partners
Maine
$4K

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.