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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
HFM
276
Harvest Fund Management
China
$84K +$91.2K +2,052 New
UFF
277
USA Financial Formulas
Michigan
$77.4K +$400 +9 +0.5%
VCM
278
Versant Capital Management
Arizona
$59.2K -$10.5K -236 -14%
JWA
279
JFS Wealth Advisors
Pennsylvania
$55.1K – – –
CA
280
Clearstead Advisors
Ohio
$55.1K +$52K +1,169 +692%
C
281
Covestor
United Kingdom
$43K +$19.6K +441 +73%
CAL
282
Capital Analysts LLC
Pennsylvania
$42K – – –
WAM
283
WFA Asset Management
Wisconsin
$41.1K -$4.44K -100 -9%
EDRH
284
Edmond de Rothschild Holding
Switzerland
$35K – – –
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$35K +$267 +6 +0.7%
Ohio Public Employees Retirement System (OPERS)
286
Ohio Public Employees Retirement System (OPERS)
Ohio
$28K -$6.62K -149 -18%
TFA
287
Toth Financial Advisory
Virginia
$24.3K – – –
CCA
288
Catalyst Capital Advisors
New York
$23.5K +$25.4K +572 New
MRC
289
Millburn Ridgefield Corp
New York
$23.5K +$25.4K +572 New
CMA
290
Cedar Mountain Advisors
Oregon
$22K – – –
PA
291
Parallel Advisors
California
$21.8K +$9.07K +204 +63%
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$21.2K – – –
Nomura Asset Management
293
Nomura Asset Management
Japan
$18.9K – – –
WTG
294
West Tower Group
Virginia
$17.4K -$58.9K -1,325 -76%
PFBT
295
Parkside Financial Bank & Trust
Missouri
$16.9K – – –
JWM
296
Janiczek Wealth Management
Colorado
$16.2K +$17.5K +394 New
EWA
297
EverSource Wealth Advisors
Alabama
$15.4K – – –
NECFA
298
New England Capital Financial Advisors
Connecticut
$14.9K – – –
CA
299
Centerpoint Advisors
Massachusetts
$13K +$14K +314 New
LFA
300
LGT Financial Advisors
Texas
$12.7K +$13.7K +308 New
10 11
12
13 14

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.