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ATI
ATI

Overview Fund Activity

336 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
Holders
336
Holders Change
+8
Holders Change %
+2.44%
% of All Funds
5.36%
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
$90.1M
2
Capital World Investors
Capital World Investors
California
$80.9M
3
HRCM
Hawk Ridge Capital Management
California
$18.7M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$68.3M
5
Charles Schwab
Charles Schwab
California
$65.1M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$130M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$50.7M
3
ACM
Anomaly Capital Management
New York
$47.5M
4
Goldman Sachs
Goldman Sachs
New York
$40.8M
5
FCM
Frontier Capital Management
Massachusetts
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCA
251
Westover Capital Advisors
Delaware
$271K – – –
ECM
252
Evergreen Capital Management
Washington
$271K +$10.6K +258 +4%
OSAM
253
O'Shaughnessy Asset Management
Connecticut
$269K +$56.3K +1,368 +26%
SCM
254
Shelton Capital Management
Colorado
$260K -$30.5K -742 -11%
GC
255
Guidance Capital
Kentucky
$258K +$15.5K +382 +6%
HMS
256
Hanseatic Management Services
New Mexico
$245K +$7K +170 +3%
ONGA
257
O'Neil Global Advisors
California
$234K -$22K -535 -9%
SFA
258
Sequoia Financial Advisors
Ohio
$232K +$26.5K +645 +13%
FIA
259
Foundations Investment Advisors
Arizona
$230K +$230K +5,586 New
NRD
260
Nebula Research & Development
New York
$227K +$227K +5,521 New
QCG
261
Quadrant Capital Group
Ohio
$223K +$29.7K +721 +15%
FTDI
262
First Trust Direct Indexing
Massachusetts
$223K -$11.9K -288 -5%
PFGIA
263
Patriot Financial Group Insurance Agency
Massachusetts
$220K – – –
JSW
264
Journey Strategic Wealth
New Jersey
$219K -$33.5K -814 -13%
VPIM
265
Vanguard Personalized Indexing Management
California
$217K +$370 +9 +0.2%
PWPS
266
Pinnacle Wealth Planning Services
Ohio
$216K +$216K +5,238 New
AWM
267
Apollon Wealth Management
South Carolina
$209K -$21.5K -523 -9%
JF
268
Jump Financial
Illinois
$204K +$204K +4,951 New
MIM
269
Macroview Investment Management
Maryland
$192K – – –
HI
270
Harbour Investments
Wisconsin
$175K – – –
AIM
271
ARK Investment Management
Florida
$173K -$21.9K -531 -11%
NA
272
NewEdge Advisors
Louisiana
$154K +$1.93K +47 +1%
KBC Group
273
KBC Group
Belgium
$117K -$292K -7,076 -71%
AIC
274
Archer Investment Corporation
Indiana
$100K – – –
HFM
275
Harvest Fund Management
China
$84K +$84K +2,052 New
9 10
11
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