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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
TVWM
1651
Tower View Wealth Management
Wisconsin
$4K
TFGT
1652
TS Financial Group (TSFG)
Illinois
$4K
JFG
1653
JDM Financial Group
Texas
$3.88K -$4.89K -25 -56%
RA
1654
Rise Advisors
New York
$3.86K +$2.35K +12 +150%
CSC
1655
Caldwell Sutter Capital
California
$3.69K
OIA
1656
Optimum Investment Advisors
Illinois
$3.3K
WPWM
1657
Western Pacific Wealth Management
Illinois
$3.3K
OPTFSNA
1658
Old Point Trust & Financial Services N A
Virginia
$3.3K +$3.32K +17 New
TCA
1659
Trifecta Capital Advisors
Illinois
$3.1K
AW
1660
Avion Wealth
Texas
$3K +$3.32K +17 New
TFM
1661
TFC Financial Management
Massachusetts
$2.91K -$10.8K -55 -79%
CHC
1662
City Holding Co
West Virginia
$2.91K +$2.93K +15 New
NECFA
1663
New England Capital Financial Advisors
Connecticut
$2.85K -$19.7K -101 -87%
BWL
1664
Bogart Wealth LLC
Virginia
$2.74K
TJHA
1665
Thomas J. Herzfeld Advisors
Florida
$2.71K
NRG
1666
Nemes Rush Group
Michigan
$2.52K +$2.54K +13 New
BWAM
1667
Boyd Watterson Asset Management
Ohio
$2.52K
ECM
1668
Estabrook Capital Management
New York
$2.52K
LFA
1669
Legend Financial Advisors
Pennsylvania
$2.33K -$7.04K -36 -75%
GCM
1670
Gables Capital Management
Florida
$2.33K
CTB
1671
Country Trust Bank
Illinois
$2.13K
MCM
1672
Magnolia Capital Management
New York
$2K
ARS
1673
Adirondack Retirement Specialists
New York
$1.94K
MFT
1674
Moisand Fitzgerald Tamayo
Florida
$1.55K
CAS
1675
Coppell Advisory Solutions
Texas
$1.54K +$1.56K +8 New

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.