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American Tower

817 hedge funds and large institutions have $45.9B invested in American Tower in 2016 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 280 increasing their positions, 313 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 27

34% more funds holding in top 10

Funds holding in top 10: 5371 (+18)

12% more capital invested

Capital invested by funds: $40.8B → $45.9B (+$5.07B)

9% more funds holding

Funds holding: 752817 (+65)

2.17% less ownership

Funds ownership: 97.42%95.25% (-2.2%)

11% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 313

12% less call options, than puts

Call options by funds: $180M | Put options by funds: $205M

Holders
817
Holders Change
+65
Holders Change %
+8.64%
% of All Funds
21.8%
Holding in Top 10
71
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+33.96%
% of All Funds
1.89%
New
98
Increased
280
Reduced
313
Closed
27
Calls
$180M
Puts
$205M
Net Calls
-$25M
Net Calls Change
-$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.5B -$76.1M -715,110 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.93B +$47M +441,783 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.47B +$495M +4,654,269 +27%
State Street
4
State Street
Massachusetts
$1.9B -$36.1M -338,991 -2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.77B +$39.4M +369,948 +2%
BIT
6
BlackRock Institutional Trust
California
$1.24B -$5.06M -47,549 -0.4%
Capital World Investors
7
Capital World Investors
California
$966M -$35.1M -330,000 -4%
Jennison Associates
8
Jennison Associates
New York
$921M +$28.8M +270,233 +3%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$914M -$131M -1,232,240 -13%
BFA
10
BlackRock Fund Advisors
California
$893M +$8.47M +79,565 +1%
Goldman Sachs
11
Goldman Sachs
New York
$845M -$156M -1,463,345 -16%
Deutsche Bank
12
Deutsche Bank
Germany
$844M -$64.6M -606,589 -8%
Invesco
13
Invesco
Georgia
$758M +$30.9M +289,930 +5%
Bank of America
14
Bank of America
North Carolina
$748M -$34.8M -326,967 -5%
ACM
15
AKRE Capital Management
Virginia
$715M -$2.04M -19,179 -0.3%
Northern Trust
16
Northern Trust
Illinois
$702M -$3.24M -30,415 -0.5%
Edgewood Management
17
Edgewood Management
Connecticut
$695M -$12.3M -115,468 -2%
JHIU
18
Janus Henderson Investors US
Colorado
$650M +$1.4M +13,109 +0.2%
ClearBridge Investments
19
ClearBridge Investments
New York
$544M +$5.01M +47,058 +1%
AIM
20
abrdn Investment Management
United Kingdom
$508M +$25.4M +238,684 +6%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$496M -$18M -169,413 -4%
LIMS
22
Lasalle Investment Management Securities
Maryland
$458M -$1.13M -10,602 -0.3%
Wells Fargo
23
Wells Fargo
California
$450M +$9.41M +88,456 +2%
WRF
24
Waddell & Reed Financial
Kansas
$447M -$15.5M -145,702 -4%
Winslow Capital Management
25
Winslow Capital Management
Minnesota
$439M -$89.5M -841,451 -18%

AMT Hedge Fund Activity: Q2 2016 in Review

817 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in American Tower (AMT) for Q2 2016, worth a combined $45.9B — up 12% from $40.8B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new AMT positions and 27 closed out — a net gain of 71 holders — while 280 added to existing stakes and 313 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $495M. The largest seller was Royal London Asset Management, cutting an estimated $1.11B.

  • 817 institutional investors held American Tower (AMT) as of Q2 2016, up from 752 in Q1 2016.
  • Funds reported $45.9B of American Tower stock for Q2 2016, up 12% quarter-over-quarter.
  • 98 funds opened new American Tower positions in Q2 2016 and 27 closed out, a net change of +71 holders.
  • The largest American Tower buyer in Q2 2016 was Fidelity Investments, an estimated $495M added.
  • The largest American Tower seller in Q2 2016 was Royal London Asset Management, an estimated $1.11B sold.

Based on aggregated 13F filings for Q2 2016.