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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
HHGA
1751
Halbert Hargrove Global Advisors
California
-$250K -1,222 Closed
MIA
1752
Milestone Investment Advisors
Wisconsin
-$243K -1,189 Closed
PAMG
1753
Patton Albertson Miller Group
Tennessee
-$243K -1,187 Closed
ZIMP
1754
Zimmermann Investment Management & Planning
Pennsylvania
-$237K -1,162 Closed
RMCM
1755
Reynders McVeigh Capital Management
Massachusetts
-$237K -1,160 Closed
FWM
1756
FFT Wealth Management
Pennsylvania
-$229K -1,119 Closed
AFP
1757
Alpha Financial Partners
Kentucky
-$229K -1,118 Closed
NRW
1758
Nova R Wealth
Kansas
-$228K -1,118 Closed
SIG
1759
Sargent Investment Group
Maryland
-$223K -1,111 Closed
TPWA
1760
TRUE Private Wealth Advisors
Oregon
-$225K -1,103 Closed
IF
1761
Intrua Financial
Texas
-$219K -1,095 Closed
1WA
1762
180 Wealth Advisors
Washington
-$222K -1,086 Closed
MWP
1763
Meredith Wealth Planning
Illinois
-$222K -1,086 Closed
SFG
1764
StrategIQ Financial Group
Indiana
-$220K -1,079 Closed
PCP
1765
Proficio Capital Partners
Massachusetts
-$219K -1,071 Closed
CFO
1766
Collective Family Office
Pennsylvania
-$218K -1,069 Closed
SIA
1767
Strategic Investment Advisors
Michigan
-$218K -1,069 Closed
KF
1768
Krilogy Financial
Missouri
-$216K -1,058 Closed
BA
1769
Ballast Advisors
Minnesota
-$211K -1,033 Closed
GC
1770
Grimes & Company
Massachusetts
-$211K -1,033 Closed
MIM
1771
Moseley Investment Management
Florida
-$211K -1,033 Closed
BWM
1772
Baron Wealth Management
Michigan
-$209K -1,025 Closed
WRM
1773
Weybosset Research & Management
Rhode Island
-$209K -1,025 Closed
BBNA
1774
Bremer Bank National Association
Minnesota
-$208K -1,020 Closed
TFA
1775
Triad Financial Advisors
North Carolina
-$207K -1,014 Closed

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.