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American Tower

1,629 hedge funds and large institutions have $69.9B invested in American Tower in 2023 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 660 increasing their positions, 655 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $1.26B | Put options by funds: $505M

1% more repeat investments, than reductions

Existing positions increased: 660 | Existing positions reduced: 655

0.3% more ownership

Funds ownership: 90.8%91.1% (+0.3%)

3% less funds holding

Funds holding: 1,6841,629 (-55)

6% less funds holding in top 10

Funds holding in top 10: 3533 (-2)

15% less capital invested

Capital invested by funds: $82.1B → $69.9B (-$12.2B)

20% less first-time investments, than exits

New positions opened: 119 | Existing positions closed: 149

Holders
1,629
Holders Change
-55
Holders Change %
-3.27%
% of All Funds
25.85%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.52%
New
119
Increased
660
Reduced
655
Closed
149
Calls
$1.26B
Puts
$505M
Net Calls
+$758M
Net Calls Change
+$506M
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
1726
FAS Wealth Partners
Kansas
-$210K -1,083 Closed
FLI
1727
Family Legacy Inc
South Carolina
-$210K -1,081 Closed
PWMAG
1728
Pinnacle Wealth Management Advisory Group
New Jersey
-$210K -1,081 Closed
CFP
1729
Catalyst Financial Partners
Massachusetts
-$208K -1,072 Closed
MWM
1730
Meridian Wealth Management
Kentucky
-$207K -1,069 Closed
DA
1731
Dover Advisors
Virginia
-$209K -1,067 Closed
MG
1732
Marex Group
-$207K -1,066 Closed
ICA
1733
Infrastructure Capital Advisors
New York
-$207K -1,065 Closed
RWP
1734
RWA Wealth Partners
Massachusetts
-$206K -1,064 Closed
BMO
1735
Beck Mack & Oliver
New York
-$206K -1,063 Closed
BIG
1736
Builder Investment Group
Georgia
-$206K -1,061 Closed
GIM
1737
Groesbeck Investment Management
New Jersey
-$206K -1,060 Closed
CWM
1738
Castle Wealth Management
Florida
-$207K -1,057 Closed
XF
1739
XML Financial
Maryland
-$204K -1,053 Closed
9WM
1740
9258 Wealth Management
Ohio
-$204K -1,050 Closed
CGA
1741
Crescent Grove Advisors
Illinois
-$205K -1,050 Closed
LPT
1742
Legacy Private Trust
Wisconsin
-$204K -1,050 Closed
TAM
1743
Tocqueville Asset Management
New York
-$204K -1,050 Closed
DCM
1744
Dupont Capital Management
Delaware
-$189K -975 Closed
TFP
1745
Tilia Fiduciary Partners
North Carolina
-$127K -654 Closed
MCI
1746
MRP Capital Investments
Georgia
-$104K -535 Closed
MME
1747
Meag Munich Ergo
Germany
-$91K -469 Closed
IGWM
1748
ICA Group Wealth Management
Colorado
-$75.5K -389 Closed
LFASL
1749
Lugano Financial Advisors SA (LFA)
Switzerland
-$74.7K -385 Closed
WP
1750
WealthPLAN Partners
Nebraska
-$73.1K -377 Closed

AMT Hedge Fund Activity: Q3 2023 in Review

1,629 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in American Tower (AMT) for Q3 2023, worth a combined $69.9B — down 15% from $82.1B a quarter earlier.

Sellers outnumbered buyers: 149 funds closed out of AMT and 119 opened new positions — a net loss of 30 holders — while 655 trimmed existing stakes and 660 added.

The largest buyer was Cohen & Steers, adding an estimated $1.1B. The largest seller was Parnassus Investments, exiting entirely with an estimated $414M sold.

  • 1,629 institutional investors held American Tower (AMT) as of Q3 2023, down from 1,684 in Q2 2023.
  • Funds reported $69.9B of American Tower stock for Q3 2023, down 15% quarter-over-quarter.
  • 119 funds opened new American Tower positions in Q3 2023 and 149 closed out, a net change of -30 holders.
  • The largest American Tower buyer in Q3 2023 was Cohen & Steers, an estimated $1.1B added.
  • The largest American Tower seller in Q3 2023 was Parnassus Investments, an estimated $414M sold.

Based on aggregated 13F filings for Q3 2023.