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American Tower
AMT

Overview Fund Activity

1,750 hedge funds and large institutions have $84.7B invested in American Tower in 2024 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 746 increasing their positions, 653 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,750
Holders Change
-33
Holders Change %
-1.85%
% of All Funds
25.37%
Holding in Top 10
30
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.92%
% of All Funds
0.43%
New
146
Increased
746
Reduced
653
Closed
159
Calls
$1.13B
Puts
$552M
Net Calls
+$574M
Net Calls Change
-$35.9M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$792M
2
Principal Financial Group
Principal Financial Group
Iowa
$1.74B
3
Cohen & Steers
Cohen & Steers
New York
$3.5B
4
Vanguard Group
Vanguard Group
Pennsylvania
$12.2B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.59B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.62B
2
Edgewood Management
Edgewood Management
Connecticut
$51.5M
3
PIF
Public Investment Fund
Saudi Arabia
$0
4
Brown Advisory
Brown Advisory
Maryland
$548M
5
Jennison Associates
Jennison Associates
New York
$880M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSC
1726
Caldwell Sutter Capital
California
$2.96K -$790 -4 -21%
LTI
1727
Laffer Tengler Investments
Tennessee
$2.96K +$2.96K +15 New
NECFA
1728
New England Capital Financial Advisors
Connecticut
$2.91K – – –
RFG
1729
RFP Financial Group
Georgia
$2.77K -$4.74K -24 -63%
ECM
1730
Estabrook Capital Management
New York
$2.57K – – –
BWAM
1731
Boyd Watterson Asset Management
Ohio
$2.57K – – –
LFA
1732
Legend Financial Advisors
Pennsylvania
$2.37K +$1.58K +8 +200%
CSWM
1733
Cassady Schiller Wealth Management
Ohio
$2.37K +$2.37K +12 New
ECM
1734
Everence Capital Management
Indiana
$2.21K – – –
CNBTD
1735
Citizens National Bank Trust Department
Mississippi
$2.17K – – –
NC
1736
NewSquare Capital
Pennsylvania
$1.98K -$2.96K -15 -60%
AFWM
1737
Abich Financial Wealth Management
Virginia
$1.98K +$395 +2 +25%
CTB
1738
Country Trust Bank
Illinois
$1.78K -$3.56K -18 -67%
RTL
1739
Red Tortoise LLC
Georgia
$1.78K +$1.78K +9 New
CPG
1740
Cornerstone Planning Group
New Jersey
$1.45K +$909 +5 +167%
T
1741
Tidemark
California
$1.19K – – –
TCM
1742
TruNorth Capital Management
Michigan
$1.19K +$1.19K +6 New
TFA
1743
Transamerica Financial Advisors
Florida
$1K – – –
VAMG
1744
Voisard Asset Management Group
Michigan
$988 – – –
FSWA
1745
Financial Synergies Wealth Advisors
Texas
$791 +$791 +4 New
MSG
1746
Main Street Group
Virginia
$772 – – –
SCA
1747
Stuart Chaussee & Associates
California
$593 – – –
BIM
1748
Breakwater Investment Management
Washington
$396 +$396 +2 New
CAM
1749
ClariVest Asset Management
California
$395 – – –
DWM
1750
Dogwood Wealth Management
Kansas
$9 -$16 – –
68 69
70
71 72