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American Tower

1,701 hedge funds and large institutions have $86.6B invested in American Tower in 2023 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 754 increasing their positions, 586 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 754 | Existing positions reduced: 586

26% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 116

12% more call options, than puts

Call options by funds: $639M | Put options by funds: $568M

7.48% more ownership

Funds ownership: 91.38%98.86% (+7.5%)

0% less funds holding

Funds holding: 1,7071,701 (-6)

3% less capital invested

Capital invested by funds: $89.2B → $86.6B (-$2.64B)

18% less funds holding in top 10

Funds holding in top 10: 5545 (-10)

Holders
1,701
Holders Change
-6
Holders Change %
-0.35%
% of All Funds
27.11%
Holding in Top 10
45
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.18%
% of All Funds
0.72%
New
146
Increased
754
Reduced
586
Closed
116
Calls
$639M
Puts
$568M
Net Calls
+$71M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
1726
Quantamental Technologies
New York
-$1.08M -5,102 Closed
FRM
1727
Fox Run Management
Connecticut
-$1.08M -5,100 Closed
BSG
1728
Black Swift Group
Colorado
-$1.06M -5,000 Closed
AFA
1729
Abacus FCF Advisors
Florida
-$1.04M -4,926 Closed
MCWS
1730
McKinley Carter Wealth Services
West Virginia
-$1.03M -4,854 Closed
WCM Investment Management
1731
WCM Investment Management
California
-$1M -4,640 Closed
WIM
1732
Warwick Investment Management
Texas
-$923K -4,355 Closed
GCM
1733
Greenland Capital Management
New York
-$911K -4,300 Closed
VF
1734
Virtu Financial
New York
-$879K -4,150 Closed
DF
1735
Donoghue Forlines
Massachusetts
-$839K -3,961 Closed
AMC
1736
Asset Management Corp
Illinois
-$832K -3,928 Closed
FCM
1737
FJ Capital Management
Virginia
-$824K -3,890 Closed
SWM
1738
Scissortail Wealth Management
Oklahoma
-$775K -3,578 Closed
CWAG
1739
Compton Wealth Advisory Group
Virginia
-$667K -3,150 Closed
OCM
1740
Orleans Capital Management
Louisiana
-$653K -3,080 Closed
LGA
1741
Lebenthal Global Advisors
New York
-$599K -2,828 Closed
SCM
1742
Stevens Capital Management
Pennsylvania
-$578K -2,726 Closed
CI
1743
Cavalier Investments
Georgia
-$556K -2,625 Closed
RCM
1744
Radnor Capital Management
Pennsylvania
-$555K -2,483 Closed
ARG
1745
Advisory Resource Group
Oklahoma
-$512K -2,418 Closed
CI
1746
CAZ Investments
Texas
-$508K -2,400 Closed
BCM
1747
Bluefin Capital Management
New York
-$403K -1,900 Closed
1W
1748
1776 Wealth
Georgia
-$399K -1,882 Closed
ESCM
1749
Echo Street Capital Management
New York
-$396K -1,868 Closed
PWPS
1750
Pinnacle Wealth Planning Services
Ohio
-$363K -1,715 Closed

AMT Hedge Fund Activity: Q1 2023 in Review

1,701 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in American Tower (AMT) for Q1 2023, worth a combined $86.6B — down 3% from $89.2B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new AMT positions and 116 closed out — a net gain of 30 holders — while 754 added to existing stakes and 586 trimmed.

The largest buyer was ClearBridge Investments (Australia), adding an estimated $200M. The largest seller was Cohen & Steers, cutting an estimated $669M.

  • 1,701 institutional investors held American Tower (AMT) as of Q1 2023, down from 1,707 in Q4 2022.
  • Funds reported $86.6B of American Tower stock for Q1 2023, down 3% quarter-over-quarter.
  • 146 funds opened new American Tower positions in Q1 2023 and 116 closed out, a net change of +30 holders.
  • The largest American Tower buyer in Q1 2023 was ClearBridge Investments (Australia), an estimated $200M added.
  • The largest American Tower seller in Q1 2023 was Cohen & Steers, an estimated $669M sold.

Based on aggregated 13F filings for Q1 2023.