We are live on ! Find out more

284 hedge funds and large institutions have $2.97B invested in ATI in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 106 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $31.8M | Put options by funds: $15.3M

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

2.12% more ownership

Funds ownership: 106.49%108.6% (+2.1%)

6% less funds holding

Funds holding: 302284 (-18)

20% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 106

25% less capital invested

Capital invested by funds: $3.95B → $2.97B (-$982M)

29% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 58

Holders
284
Holders Change
-18
Holders Change %
-5.96%
% of All Funds
6.33%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
41
Increased
85
Reduced
106
Closed
58
Calls
$31.8M
Puts
$15.3M
Net Calls
+$16.6M
Net Calls Change
+$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
251
Global Retirement Partners
California
$6K -$1.19K -46 -15%
QCG
252
Quadrant Capital Group
Ohio
$6K +$1.61K +62 +23%
EI
253
Ellevest Inc
New York
$6K +$7.65K +295 New
JA
254
JOYN Advisors
Georgia
$5K -$5.65K -218 -49%
PB
255
Pinnacle Bancorp
Nebraska
$5K +$5.55K +214 New
AIC
256
Ameritas Investment Company
Nebraska
$5K +$5.83K +225 New
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$4K -$207 -8 -4%
AIS
258
Accurate Investment Solutions
Pennsylvania
$4K
AF
259
Advisornet Financial
Minnesota
$4K
CFG
260
Citizens Financial Group
Rhode Island
$4K
PFBT
261
Parkside Financial Bank & Trust
Missouri
$4K
QI
262
QS Investors
New York
$4K
SMFS
263
Squar Milner Financial Services
California
$4K
CFA
264
Carroll Financial Associates
North Carolina
$4K +$5.19K +200 New
AIM
265
Advantage Investment Management
Iowa
$4K +$5.34K +206 New
PWMG
266
Prestige Wealth Management Group
New Jersey
$3K +$3.01K +116 New
ST
267
Smithfield Trust
Pennsylvania
$2K
MOS
268
MGO One Seven
Ohio
$2K +$2.75K +106 New
FTI
269
Fiduciary Trust International
Massachusetts
$2K +$2.85K +110 New
APA
270
American Portfolios Advisors
New York
$1.02K
WAM
271
Wealthspire Advisors (Maryland)
Maryland
$1K -$726 -28 -46%
ACS
272
Archford Capital Strategies
Illinois
$1K
MCM
273
Manchester Capital Management
Vermont
$1K
VNA
274
Valley National Advisers
Pennsylvania
$1K
CAW
275
Cornerstone Advisors (Washington)
Washington
$1K +$467 +18 +75%

ATI Hedge Fund Activity: Q4 2018 in Review

284 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ATI (ATI) for Q4 2018, worth a combined $2.97B — down 25% from $3.95B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of ATI and 41 opened new positions — a net loss of 17 holders — while 106 trimmed existing stakes and 85 added.

The largest buyer was Capital Research Global Investors, adding an estimated $78M. The largest seller was Victory Capital Management, cutting an estimated $28.4M.

  • 284 institutional investors held ATI (ATI) as of Q4 2018, down from 302 in Q3 2018.
  • Funds reported $2.97B of ATI stock for Q4 2018, down 25% quarter-over-quarter.
  • 41 funds opened new ATI positions in Q4 2018 and 58 closed out, a net change of -17 holders.
  • The largest ATI buyer in Q4 2018 was Capital Research Global Investors, an estimated $78M added.
  • The largest ATI seller in Q4 2018 was Victory Capital Management, an estimated $28.4M sold.

Based on aggregated 13F filings for Q4 2018.