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ATI
ATI

Overview Fund Activity

348 hedge funds and large institutions have $6.2B invested in ATI in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 113 increasing their positions, 124 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
5.1%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
53
Increased
113
Reduced
124
Closed
38
Calls
$20.3M
Puts
$8.54M
Net Calls
+$11.7M
Net Calls Change
-$7.96M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$191M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$70M
3
WP
Woodline Partners
California
$53M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$72.3M
5
FCM
Frontier Capital Management
Massachusetts
$166M

Top Sellers

1
PCM
Palestra Capital Management
New York
$0
2
KCM
Kensico Capital Management
Connecticut
$0
3
ACM
Anomaly Capital Management
New York
$21.5M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$62M
5
DCM
Driehaus Capital Management
Illinois
$70.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
251
Guidance Capital
Kentucky
$313K +$31.9K +721 +11%
ECM
252
Evergreen Capital Management
Washington
$293K -$6.32K -139 -2%
DC
253
Diametric Capital
Massachusetts
$289K +$289K +6,360 New
Capstone Investment Advisors
254
Capstone Investment Advisors
New York
$283K +$283K +6,227 New
SCM
255
Shelton Capital Management
Colorado
$277K -$10.2K -225 -4%
WCA
256
Westover Capital Advisors
Delaware
$271K -$28.4K -625 -9%
VPIM
257
Vanguard Personalized Indexing Management
California
$268K +$28.8K +634 +12%
FTDI
258
First Trust Direct Indexing
Massachusetts
$255K +$8.37K +184 +3%
ONGA
259
O'Neil Global Advisors
California
$255K -$3.59K -79 -1%
EI
260
Ellevest Inc
New York
$254K +$254K +5,582 New
PFGIA
261
Patriot Financial Group Insurance Agency
Massachusetts
$243K +$91 +2 +0%
PWPS
262
Pinnacle Wealth Planning Services
Ohio
$238K -$364 -8 -0.2%
SFA
263
Sequoia Financial Advisors
Ohio
$237K -$19.5K -428 -8%
QCG
264
Quadrant Capital Group
Ohio
$236K -$10.6K -234 -4%
MNBTD
265
Moody National Bank Trust Division
Texas
$217K +$217K +4,781 New
FIA
266
Foundations Investment Advisors
Arizona
$215K – – –
MIM
267
Macroview Investment Management
Maryland
$212K – – –
AWM
268
Apollon Wealth Management
South Carolina
$211K -$20.4K -448 -9%
TI
269
Tidal Investments
Wisconsin
$211K +$211K +4,639 New
Franklin Resources
270
Franklin Resources
California
$205K +$205K +4,499 New
AWM
271
Accel Wealth Management
Iowa
$202K +$202K +4,437 New
SRC
272
Sage Rhino Capital
California
$201K +$201K +4,414 New
HI
273
Harbour Investments
Wisconsin
$194K – – –
AIM
274
ARK Investment Management
Florida
$177K -$14.5K -319 -8%
A
275
AlphaQuest
New York
$174K +$174K +3,836 New
9 10
11
12 13