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312 hedge funds and large institutions have $3.95B invested in ATI in 2014 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 83 increasing their positions, 132 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 28

24% more capital invested

Capital invested by funds: $3.18B → $3.95B (+$772M)

11% more call options, than puts

Call options by funds: $41.3M | Put options by funds: $37.2M

6% more funds holding

Funds holding: 294312 (+18)

2.92% more ownership

Funds ownership: 77.79%80.71% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

37% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 132

Holders
312
Holders Change
+18
Holders Change %
+6.12%
% of All Funds
8.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
51
Increased
83
Reduced
132
Closed
28
Calls
$41.3M
Puts
$37.2M
Net Calls
+$4.05M
Net Calls Change
-$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
276
Nordea Investment Management
Sweden
$56K
W
277
Wealthfront
California
$54K +$22.4K +546 +86%
BCAM
278
Boston Common Asset Management
Massachusetts
$51K
JWA
279
JFS Wealth Advisors
Pennsylvania
$50K +$45.4K +1,110 New
VFA
280
Virtus Fund Advisers
Connecticut
$49K +$44.3K +1,082 New
Envestnet Asset Management
281
Envestnet Asset Management
Illinois
$44K -$1.39K -34 -3%
IMS
282
Index Management Solutions
Pennsylvania
$43K -$7.41K -181 -16%
Creative Planning
283
Creative Planning
Kansas
$39K +$33.1K +808 +1,649%
GIS
284
Guardian Investor Services
New York
$36K -$1.23K -30 -4%
LTFS
285
Ladenburg Thalmann Financial Services
Florida
$33K -$1.23K -30 -4%
WT
286
Whittier Trust
California
$31K
GLI
287
Guardian Life Insurance
New York
$28K
CAM
288
Cortina Asset Management
Wisconsin
$27K +$24.2K +592 New
BPBT
289
Boston Private Bank & Trust
Massachusetts
$23K +$82 +2 +0.4%
IPC
290
Independent Portfolio Consultants
Florida
$23K +$21.3K +521 New
LBG
291
Lloyds Banking Group
United Kingdom
$18K -$749K -18,294 -98%
SAMC
292
Shinko Asset Management Company
Japan
$18K
Federated Hermes
293
Federated Hermes
Pennsylvania
$16K -$16.9M -413,742 -100%
JIC
294
Joel Isaacson & Co
New York
$13K
MCM
295
Manchester Capital Management
Vermont
$13K
KBC Group
296
KBC Group
Belgium
$9K -$40.4K -987 -83%
WA
297
Waverly Advisors
Alabama
$9K -$2.58K -63 -24%
PMFA
298
Plante Moran Financial Advisors
Michigan
$8K +$7.66K +187 New
PSI
299
Pinnacle Summer Investments
Virginia
$6K
PMAM
300
Picton Mahoney Asset Management
Ontario, Canada
$5.24K +$4.76M +116,200 New

ATI Hedge Fund Activity: Q2 2014 in Review

312 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in ATI (ATI) for Q2 2014, worth a combined $3.95B — up 24% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ATI positions and 28 closed out — a net gain of 23 holders — while 83 added to existing stakes and 132 trimmed.

The largest buyer was Systematic Financial Management, opening a new position worth an estimated $117M. The largest seller was Perkins Investment Management, cutting an estimated $75.8M.

  • 312 institutional investors held ATI (ATI) as of Q2 2014, up from 294 in Q1 2014.
  • Funds reported $3.95B of ATI stock for Q2 2014, up 24% quarter-over-quarter.
  • 51 funds opened new ATI positions in Q2 2014 and 28 closed out, a net change of +23 holders.
  • The largest ATI buyer in Q2 2014 was Systematic Financial Management, an estimated $117M added.
  • The largest ATI seller in Q2 2014 was Perkins Investment Management, an estimated $75.8M sold.

Based on aggregated 13F filings for Q2 2014.