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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
RBFC
1851
Roman Butler Fullerton & Co
Missouri
-$224K -1,134 Closed
JWCA
1852
J.W. Coons Advisors
Ohio
-$236K -1,091 Closed
LFA
1853
Legacy Financial Advisors
Kentucky
-$235K -1,091 Closed
C
1854
Certuity
Florida
-$235K -1,089 Closed
S
1855
Sunpointe
Missouri
-$236K -1,086 Closed
FTIS
1856
First Trust Investment Solutions
Florida
-$230K -1,067 Closed
JAG
1857
Journey Advisory Group
Kentucky
-$230K -1,064 Closed
RPWA
1858
Regent Peak Wealth Advisors
Georgia
-$228K -1,056 Closed
HCA
1859
Horan Capital Advisors
Ohio
-$228K -1,054 Closed
MWM
1860
Meridian Wealth Management
Kentucky
-$223K -1,035 Closed
FCA
1861
Fortis Capital Advisors
Kansas
-$220K -1,018 Closed
HFP
1862
Holistic Financial Partners
Indiana
-$220K -1,018 Closed
CWM
1863
Connecticut Wealth Management
Connecticut
-$218K -1,008 Closed
SCI
1864
Silver Coast Investments
United States
-$217K -1,007 Closed
CFG
1865
Carr Financial Group
Massachusetts
-$217K -1,005 Closed
FFA
1866
Fortune Financial Advisors
Kansas
-$216K -1,001 Closed
HCMG
1867
Howard Capital Management Group
California
-$216K -1,000 Closed
ICM
1868
IMS Capital Management
Oregon
-$216K -1,000 Closed
ST
1869
Sabal Trust
Florida
-$216K -1,000 Closed
WFS
1870
Widmann Financial Services
Maryland
-$216K -1,000 Closed
EWM
1871
Empirical Wealth Management
Washington
-$215K -998 Closed
KWM
1872
Kolinsky Wealth Management
New Jersey
-$215K -997 Closed
ATIA
1873
American Trust Investment Advisors
New Hampshire
-$214K -993 Closed
RWMG
1874
Redwood Wealth Management Group
New Jersey
-$214K -992 Closed
EFG
1875
Ethos Financial Group
Pennsylvania
-$216K -991 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.