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338 hedge funds and large institutions have $5.29B invested in ATI in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 99 increasing their positions, 124 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 28

110% more call options, than puts

Call options by funds: $41.7M | Put options by funds: $19.9M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

36% more capital invested

Capital invested by funds: $3.88B → $5.29B (+$1.41B)

11% more funds holding

Funds holding: 305338 (+33)

1.87% more ownership

Funds ownership: 102.25%104.12% (+1.9%)

20% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 124

Holders
338
Holders Change
+33
Holders Change %
+10.82%
% of All Funds
5.39%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
63
Increased
99
Reduced
124
Closed
28
Calls
$41.7M
Puts
$19.9M
Net Calls
+$21.8M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Change in
Stake
UFF
276
USA Financial Formulas
Michigan
$77.5K +$74.2K +1,964 New
VCM
277
Versant Capital Management
Arizona
$65.9K -$755 -20 -1%
WAM
278
WFA Asset Management
Wisconsin
$55.2K +$52.9K +1,400 New
JWA
279
JFS Wealth Advisors
Pennsylvania
$52.8K +$189 +5 +0.4%
US Bancorp
280
US Bancorp
Minnesota
$40.5K -$18.4K -488 -32%
Ohio Public Employees Retirement System (OPERS)
281
Ohio Public Employees Retirement System (OPERS)
Ohio
$40K -$7.51K -199 -16%
CAL
282
Capital Analysts LLC
Pennsylvania
$40K
EDRH
283
Edmond de Rothschild Holding
Switzerland
$37.1K +$35.5K +941 New
BAM
284
Belpointe Asset Management
Nevada
$33.3K +$12.6K +333 +65%
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$31K +$2.3K +61 +8%
TFA
286
Toth Financial Advisory
Virginia
$23.3K
CMA
287
Cedar Mountain Advisors
Oregon
$21.1K
TWA
288
TCI Wealth Advisors
Arizona
$18.8K +$7.7K +204 +75%
Nomura Asset Management
289
Nomura Asset Management
Japan
$18.2K +$17.4K +460 New
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$16.9K +$3.4K +90 +27%
PFBT
291
Parkside Financial Bank & Trust
Missouri
$16.2K
EWA
292
EverSource Wealth Advisors
Alabama
$14.8K
NECFA
293
New England Capital Financial Advisors
Connecticut
$14.3K +$13.7K +363 New
PA
294
Parallel Advisors
California
$14K +$1.09K +29 +9%
BTI
295
Blue Trust Inc
Georgia
$12K +$4.76K +126 +47%
PO
296
Private Ocean
California
$11.8K -$38 -1 -0.3%
SWM
297
Spire Wealth Management
Virginia
$11.8K +$11.3K +300 New
TAM
298
Tucker Asset Management
Colorado
$11.8K +$11.3K +300 New
HGERS
299
Householder Group Estate & Retirement Specialist
Arizona
$11K +$10.6K +282 New
C
300
Covestor
United Kingdom
$10K +$8.84K +234 +2,600%

ATI Hedge Fund Activity: Q1 2023 in Review

338 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ATI (ATI) for Q1 2023, worth a combined $5.29B — up 36% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new ATI positions and 28 closed out — a net gain of 35 holders — while 99 added to existing stakes and 124 trimmed.

The largest buyer was Invesco, adding an estimated $55.2M. The largest seller was AllianceBernstein, cutting an estimated $107M.

  • 338 institutional investors held ATI (ATI) as of Q1 2023, up from 305 in Q4 2022.
  • Funds reported $5.29B of ATI stock for Q1 2023, up 36% quarter-over-quarter.
  • 63 funds opened new ATI positions in Q1 2023 and 28 closed out, a net change of +35 holders.
  • The largest ATI buyer in Q1 2023 was Invesco, an estimated $55.2M added.
  • The largest ATI seller in Q1 2023 was AllianceBernstein, an estimated $107M sold.

Based on aggregated 13F filings for Q1 2023.