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American Tower

1,761 hedge funds and large institutions have $84.9B invested in American Tower in 2024 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 749 increasing their positions, 656 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $552M

14% more repeat investments, than reductions

Existing positions increased: 749 | Existing positions reduced: 656

8% less first-time investments, than exits

New positions opened: 149 | Existing positions closed: 162

2% less funds holding

Funds holding: 1,7951,761 (-34)

2.35% less ownership

Funds ownership: 94.63%92.28% (-2.4%)

11% less capital invested

Capital invested by funds: $95.2B → $84.9B (-$10.3B)

19% less funds holding in top 10

Funds holding in top 10: 3730 (-7)

Holders
1,761
Holders Change
-34
Holders Change %
-1.89%
% 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
149
Increased
749
Reduced
656
Closed
162
Calls
$1.13B
Puts
$552M
Net Calls
+$574M
Net Calls Change
-$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
1826
Legacy Capital Wealth Partners
Arkansas
-$361K -1,671 Closed
KLI
1827
Kelman-Lazarov Inc
Tennessee
-$353K -1,637 Closed
IG
1828
Ithaka Group
Virginia
-$335K -1,550 Closed
SWA
1829
Stratos Wealth Advisors
Ohio
-$322K -1,492 Closed
IWN
1830
Independent Wealth Network
Iowa
-$320K -1,483 Closed
BMCM
1831
Bryn Mawr Capital Management
Pennsylvania
-$311K -1,443 Closed
IAP
1832
Indie Asset Partners
Indiana
-$311K -1,441 Closed
OHWA
1833
Oak Hill Wealth Advisors
Virginia
-$279K -1,399 Closed
MYIA
1834
Mount Yale Investment Advisors
Colorado
-$297K -1,376 Closed
PCIG
1835
Partners Capital Investment Group
Massachusetts
-$296K -1,373 Closed
GPA
1836
Guerra Pan Advisors
New Jersey
-$284K -1,315 Closed
BIP
1837
Blueprint Investment Partners
North Carolina
-$278K -1,287 Closed
RCA
1838
Ranch Capital Advisors
Florida
-$275K -1,269 Closed
NRC
1839
New Republic Capital
North Carolina
-$275K -1,264 Closed
RSWM
1840
Robertson Stephens Wealth Management
California
-$272K -1,249 Closed
CCA
1841
Cottonwood Capital Advisors
Utah
-$269K -1,247 Closed
GWS
1842
Glassman Wealth Services
Virginia
-$268K -1,242 Closed
DWM
1843
Darwin Wealth Management
Florida
-$268K -1,241 Closed
FGA
1844
Fortis Group Advisors
New Jersey
-$250K -1,225 Closed
QPW
1845
Quantum Private Wealth
Florida
-$264K -1,225 Closed
CCM
1846
Canal Capital Management
Virginia
-$261K -1,211 Closed
ZIMP
1847
Zimmermann Investment Management & Planning
Pennsylvania
-$255K -1,181 Closed
KOC
1848
Koss-Olinger Consulting
Florida
-$254K -1,175 Closed
MFF
1849
Mango Five Family
Nevada
-$248K -1,150 Closed
SAM
1850
Strategy Asset Managers
California
-$247K -1,142 Closed

AMT Hedge Fund Activity: Q1 2024 in Review

1,761 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in American Tower (AMT) for Q1 2024, worth a combined $84.9B — down 11% from $95.2B a quarter earlier.

Sellers outnumbered buyers: 162 funds closed out of AMT and 149 opened new positions — a net loss of 13 holders — while 656 trimmed existing stakes and 749 added.

The largest buyer was Franklin Resources, adding an estimated $639M. The largest seller was Morgan Stanley, cutting an estimated $1.3B.

  • 1,761 institutional investors held American Tower (AMT) as of Q1 2024, down from 1,795 in Q4 2023.
  • Funds reported $84.9B of American Tower stock for Q1 2024, down 11% quarter-over-quarter.
  • 149 funds opened new American Tower positions in Q1 2024 and 162 closed out, a net change of -13 holders.
  • The largest American Tower buyer in Q1 2024 was Franklin Resources, an estimated $639M added.
  • The largest American Tower seller in Q1 2024 was Morgan Stanley, an estimated $1.3B sold.

Based on aggregated 13F filings for Q1 2024.