American Tower
1,391 hedge funds and large institutions have $94B invested in American Tower in 2019 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 550 increasing their positions, 446 reducing their positions, and 86 closing their positions.
119% more first-time investments, than exits
New positions opened: 188 | Existing positions closed: 86
23% more repeat investments, than reductions
Existing positions increased: 550 | Existing positions reduced: 446
12% more funds holding in top 10
Funds holding in top 10: 69 → 77 (+8)
6% more funds holding
Funds holding: 1,313 → 1,391 (+78)
4% more capital invested
Capital invested by funds: $90.7B → $94B (+$3.35B)
3% more call options, than puts
Call options by funds: $732M | Put options by funds: $712M
0.25% less ownership
Funds ownership: 92.67% → 92.41% (-0.25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$667M |
| 2 |
State Street
Boston,
Massachusetts
|
+$276M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$120M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$110M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$105M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$449M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$259M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$204M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$192M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$184M |
AMT Hedge Fund Activity: Q4 2019 in Review
1,391 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in American Tower (AMT) for Q4 2019, worth a combined $94B — up 3.7% from $90.7B a quarter earlier.
Buyers outnumbered sellers: 188 funds opened new AMT positions and 86 closed out — a net gain of 102 holders — while 550 added to existing stakes and 446 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $667M. The largest seller was Jennison Associates, cutting an estimated $449M.
- 1,391 institutional investors held American Tower (AMT) as of Q4 2019, up from 1,313 in Q3 2019.
- Funds reported $94B of American Tower stock for Q4 2019, up 3.7% quarter-over-quarter.
- 188 funds opened new American Tower positions in Q4 2019 and 86 closed out, a net change of +102 holders.
- The largest American Tower buyer in Q4 2019 was Cohen & Steers, an estimated $667M added.
- The largest American Tower seller in Q4 2019 was Jennison Associates, an estimated $449M sold.
Based on aggregated 13F filings for Q4 2019.