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349 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, 125 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $20.3M | Put options by funds: $8.54M

39% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 38

13% more capital invested

Capital invested by funds: $5.48B → $6.2B (+$720M)

4% more funds holding

Funds holding: 337349 (+12)

3.38% more ownership

Funds ownership: 103.48%106.86% (+3.4%)

10% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 125

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
349
Holders Change
+12
Holders Change %
+3.56%
% of All Funds
5.09%
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
125
Closed
38
Calls
$20.3M
Puts
$8.54M
Net Calls
+$11.7M
Net Calls Change
-$7.96M
Name Holding Trade Value Shares
Change
Change in
Stake
FUBT
301
First United Bank & Trust
Maryland
$18.2K +$16.6K +400 New
JWM
302
Janiczek Wealth Management
Colorado
$17.9K
CIM
303
Contravisory Investment Management
Massachusetts
$17K +$6.81K +164 +78%
NECFA
304
New England Capital Financial Advisors
Connecticut
$16.5K
Jones Financial Companies
305
Jones Financial Companies
Missouri
$15.9K +$14.5K +350 New
GXJ
306
Global X Japan
Japan
$15.8K +$14.5K +348 New
EWA
307
EverSource Wealth Advisors
Alabama
$15.6K -$1.29K -31 -8%
PA
308
Parallel Advisors
California
$14.5K -$8.72K -210 -40%
LFA
309
LGT Financial Advisors
Texas
$14K
CA
310
Centerpoint Advisors
Massachusetts
$14K
PO
311
Private Ocean
California
$13.7K +$12.5K +300 New
AF
312
Allworth Financial
California
$13K +$4.32K +104 +57%
UB
313
UMB Bank
Missouri
$12.3K
HGERS
314
Householder Group Estate & Retirement Specialist
Arizona
$12K
PWMG
315
Private Wealth Management Group
New Jersey
$10.6K +$9.63K +232 New
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$10.5K -$374 -9 -4%
PS
317
Principal Securities
Iowa
$9.87K +$9.01K +217 New
SPIA
318
Steward Partners Investment Advisory
New York
$9.09K
FHA
319
First Horizon Advisors
Tennessee
$8.32K -$3.57K -86 -32%
GRP
320
Global Retirement Partners
California
$7.33K -$1.04K -25 -13%
S
321
SignatureFD
Georgia
$7.28K
BF
322
BOK Financial
Oklahoma
$6.09K
WB
323
Webster Bank
Connecticut
$5.46K
HCM
324
Hollencrest Capital Management
California
$5.36K
LC
325
Lindbrook Capital
California
$4.87K -$664 -16 -13%

ATI Hedge Fund Activity: Q4 2023 in Review

349 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ATI (ATI) for Q4 2023, worth a combined $6.2B — up 13% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ATI positions and 38 closed out — a net gain of 15 holders — while 113 added to existing stakes and 125 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $120M. The largest seller was Palestra Capital Management, exiting entirely with an estimated $90.1M sold.

  • 349 institutional investors held ATI (ATI) as of Q4 2023, up from 337 in Q3 2023.
  • Funds reported $6.2B of ATI stock for Q4 2023, up 13% quarter-over-quarter.
  • 53 funds opened new ATI positions in Q4 2023 and 38 closed out, a net change of +15 holders.
  • The largest ATI buyer in Q4 2023 was Morgan Stanley, an estimated $120M added.
  • The largest ATI seller in Q4 2023 was Palestra Capital Management, an estimated $90.1M sold.

Based on aggregated 13F filings for Q4 2023.