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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
SWM
301
Spire Wealth Management
Virginia
$12.3K – – –
MAM
302
Marquette Asset Management
Minnesota
$12.2K – – –
BTI
303
Blue Trust Inc
Georgia
$12K -$2.04K -46 -15%
HGERS
304
Householder Group Estate & Retirement Specialist
Arizona
$11.6K +$12.5K +282 New
UB
305
UMB Bank
Missouri
$11.1K +$7.55K +170 +170%
FHA
306
First Horizon Advisors
Tennessee
$11.1K +$1.55K +35 +15%
MPWT
307
MassMutual Private Wealth & Trust
Connecticut
$9.88K +$889 +20 +9%
CIM
308
Contravisory Investment Management
Massachusetts
$8.6K – – –
AF
309
Advisornet Financial
Minnesota
$8.56K -$1.47K -33 -14%
SPIA
310
Steward Partners Investment Advisory
New York
$8.23K – – –
GRP
311
Global Retirement Partners
California
$7.95K – – –
AIM
312
Anchor Investment Management
South Carolina
$7.86K – – –
AF
313
Allworth Financial
California
$7.49K +$3.47K +78 +75%
S
314
SignatureFD
Georgia
$6.58K – – –
GIA
315
GHP Investment Advisors
Colorado
$5.66K – – –
LC
316
Lindbrook Capital
California
$5.06K +$711 +16 +15%
BF
317
BOK Financial
Oklahoma
$5.06K +$5.96K +134 New
WB
318
Webster Bank
Connecticut
$4.94K – – –
HCM
319
Hollencrest Capital Management
California
$4.85K – – –
CFD
320
Creative Financial Designs
Indiana
$4.32K – – –
CSC
321
Caldwell Sutter Capital
California
$4.12K – – –
Mitsubishi UFJ Asset Management
322
Mitsubishi UFJ Asset Management
Japan
$3.13K +$3.38K +76 New
SFG
323
Steward Financial Group
Texas
$3K +$3.56K +80 New
MFT
324
Moisand Fitzgerald Tamayo
Florida
$2.88K -$2.22K -50 -42%
CTC
325
Central Trust Company
Missouri
$2.59K +$2.8K +63 New
11 12
13
14 15

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.