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ATI
ATI

337 hedge funds and large institutions have $5.48B invested in ATI in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $38.4M | Put options by funds: $18.7M

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

2% more funds holding

Funds holding: 329 → 337 (+8)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

1.2% less ownership

Funds ownership: 104.67% → 103.48% (-1.2%)

8% less capital invested

Capital invested by funds: $5.95B → $5.48B (-$471M)

22% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 135

Holders
337
Holders Change
+8
Holders Change %
+2.43%
% of All Funds
5.35%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
38
Increased
105
Reduced
135
Closed
28
Calls
$38.4M
Puts
$18.7M
Net Calls
+$19.7M
Net Calls Change
-$8.74M

Top Buyers

1
PCM
Palestra Capital Management
New York
+$87M
2
Capital World Investors
Capital World Investors
California
+$44.3M
3
HRCM
Hawk Ridge Capital Management
California
+$20.2M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$19.8M
5
Charles Schwab
Charles Schwab
California
+$18M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$45M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$43.6M
3
ACM
Anomaly Capital Management
New York
-$39.2M
4
Goldman Sachs
Goldman Sachs
New York
-$31.8M
5
FCM
Frontier Capital Management
Massachusetts
-$19.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
251
Orion Portfolio Solutions
Nebraska
$274K -$26.6K -598 -8%
WCA
252
Westover Capital Advisors
Delaware
$271K – – –
ECM
253
Evergreen Capital Management
Washington
$271K +$11.5K +258 +4%
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$269K +$60.8K +1,368 +26%
SCM
255
Shelton Capital Management
Colorado
$260K -$33K -742 -11%
GC
256
Guidance Capital
Kentucky
$258K +$17K +382 +6%
HMS
257
Hanseatic Management Services
New Mexico
$245K +$7.55K +170 +3%
ONGA
258
O'Neil Global Advisors
California
$234K -$23.8K -535 -9%
SFA
259
Sequoia Financial Advisors
Ohio
$232K +$28.7K +645 +13%
FIA
260
Foundations Investment Advisors
Arizona
$230K +$248K +5,586 New
NRD
261
Nebula Research & Development
New York
$227K +$245K +5,521 New
QCG
262
Quadrant Capital Group
Ohio
$223K +$32K +721 +15%
FTDI
263
First Trust Direct Indexing
Massachusetts
$223K -$12.8K -288 -5%
PFGIA
264
Patriot Financial Group Insurance Agency
Massachusetts
$220K – – –
JSW
265
Journey Strategic Wealth
New Jersey
$219K -$36.2K -814 -13%
VPIM
266
Vanguard Personalized Indexing Management
California
$217K +$400 +9 +0.2%
PWPS
267
Pinnacle Wealth Planning Services
Ohio
$216K +$233K +5,238 New
AWM
268
Apollon Wealth Management
South Carolina
$209K -$23.2K -523 -9%
JF
269
Jump Financial
Illinois
$204K +$220K +4,951 New
MIM
270
Macroview Investment Management
Maryland
$192K – – –
HI
271
Harbour Investments
Wisconsin
$175K – – –
AIM
272
ARK Investment Management
Florida
$173K -$23.6K -531 -11%
NA
273
NewEdge Advisors
Louisiana
$154K +$2.09K +47 +1%
KBC Group
274
KBC Group
Belgium
$117K -$314K -7,076 -71%
AIC
275
Archer Investment Corporation
Indiana
$100K – – –
9 10
11
12 13

ATI Hedge Fund Activity: Q3 2023 in Review

337 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ATI (ATI) for Q3 2023, worth a combined $5.48B — down 7.9% from $5.95B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ATI positions and 28 closed out — a net gain of 10 holders — while 105 added to existing stakes and 135 trimmed.

The largest buyer was Palestra Capital Management, adding an estimated $87M. The largest seller was AllianceBernstein, cutting an estimated $45M.

  • 337 institutional investors held ATI (ATI) as of Q3 2023, up from 329 in Q2 2023.
  • Funds reported $5.48B of ATI stock for Q3 2023, down 7.9% quarter-over-quarter.
  • 38 funds opened new ATI positions in Q3 2023 and 28 closed out, a net change of +10 holders.
  • The largest ATI buyer in Q3 2023 was Palestra Capital Management, an estimated $87M added.
  • The largest ATI seller in Q3 2023 was AllianceBernstein, an estimated $45M sold.

Based on aggregated 13F filings for Q3 2023.