American Tower
1,176 hedge funds and large institutions have $66.2B invested in American Tower in 2018 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 397 increasing their positions, 439 reducing their positions, and 70 closing their positions.
140% more first-time investments, than exits
New positions opened: 168 | Existing positions closed: 70
43% more funds holding in top 10
Funds holding in top 10: 42 → 60 (+18)
10% more capital invested
Capital invested by funds: $60.2B → $66.2B (+$5.96B)
8% more funds holding
Funds holding: 1,087 → 1,176 (+89)
1.01% more ownership
Funds ownership: 94.07% → 95.07% (+1%)
4% more call options, than puts
Call options by funds: $488M | Put options by funds: $471M
10% less repeat investments, than reductions
Existing positions increased: 397 | Existing positions reduced: 439
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$774M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$439M |
| 3 |
CWG
C WorldWide Group
Copenhagen,
Denmark
|
+$333M |
| 4 |
Jennison Associates
New York
|
+$302M |
| 5 |
Edgewood Management
Greenwich,
Connecticut
|
+$289M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$532M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$219M |
| 3 |
Goldman Sachs
New York
|
-$174M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$165M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$140M |
AMT Hedge Fund Activity: Q4 2018 in Review
1,176 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in American Tower (AMT) for Q4 2018, worth a combined $66.2B — up 9.9% from $60.2B a quarter earlier.
Buyers outnumbered sellers: 168 funds opened new AMT positions and 70 closed out — a net gain of 98 holders — while 397 added to existing stakes and 439 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $774M. The largest seller was Janus Henderson Group, cutting an estimated $532M.
- 1,176 institutional investors held American Tower (AMT) as of Q4 2018, up from 1,087 in Q3 2018.
- Funds reported $66.2B of American Tower stock for Q4 2018, up 9.9% quarter-over-quarter.
- 168 funds opened new American Tower positions in Q4 2018 and 70 closed out, a net change of +98 holders.
- The largest American Tower buyer in Q4 2018 was Fidelity Investments, an estimated $774M added.
- The largest American Tower seller in Q4 2018 was Janus Henderson Group, an estimated $532M sold.
Based on aggregated 13F filings for Q4 2018.