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403 hedge funds and large institutions have $7.33B invested in ATI in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 123 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 27

17% more funds holding

Funds holding: 345403 (+58)

6% more capital invested

Capital invested by funds: $6.89B → $7.33B (+$442M)

0.7% more ownership

Funds ownership: 105.51%106.21% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

18% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 150

28% less call options, than puts

Call options by funds: $22.6M | Put options by funds: $31.6M

Holders
403
Holders Change
+58
Holders Change %
+16.81%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
87
Increased
123
Reduced
150
Closed
27
Calls
$22.6M
Puts
$31.6M
Net Calls
-$9.01M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
351
Contravisory Investment Management
Massachusetts
$18.2K -$2.52K -45 -12%
GRP
352
Global Retirement Partners
California
$17.2K +$13.3K +238 +326%
LFA
353
LGT Financial Advisors
Texas
$17.1K
CA
354
Centerpoint Advisors
Massachusetts
$17K
PO
355
Private Ocean
California
$16.7K +$16.8K +300 New
SWM
356
Spire Wealth Management
Virginia
$16.6K
AF
357
Allworth Financial
California
$15.9K -$168 -3 -1%
PS
358
Principal Securities
Iowa
$15.5K
HGERS
359
Householder Group Estate & Retirement Specialist
Arizona
$15K
FFA
360
Farther Finance Advisors
California
$14.8K +$9.86K +176 +181%
RA
361
Rise Advisors
New York
$14.6K
MPWT
362
MassMutual Private Wealth & Trust
Connecticut
$14.6K +$1.79K +32 +14%
C
363
Covestor
United Kingdom
$14K
CI Investments Inc
364
CI Investments Inc
Ontario, Canada
$12K +$12.4K +221 New
S
365
SignatureFD
Georgia
$9.43K +$560 +10 +6%
CTC
366
Central Trust Company
Missouri
$9.04K +$5.6K +100 +159%
TSMHT
367
Thurston Springer Miller Herd & Titak
Indiana
$8.37K -$17.5K -312 -67%
UB
368
UMB Bank
Missouri
$7.87K -$3.98K -71 -33%
PWMG
369
Private Wealth Management Group
New Jersey
$7.54K -$5.38K -96 -41%
LC
370
Lindbrook Capital
California
$6.71K +$784 +14 +13%
HCM
371
Hollencrest Capital Management
California
$6.53K
CFD
372
Creative Financial Designs
Indiana
$5.82K
CSC
373
Caldwell Sutter Capital
California
$5.54K
GJWM
374
Gilliland Jeter Wealth Management
Arkansas
$4.93K +$4.99K +89 New
IA
375
IFP Advisors
Florida
$4.71K

ATI Hedge Fund Activity: Q2 2024 in Review

403 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ATI (ATI) for Q2 2024, worth a combined $7.33B — up 6.4% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new ATI positions and 27 closed out — a net gain of 60 holders — while 123 added to existing stakes and 150 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $85.6M. The largest seller was AllianceBernstein, cutting an estimated $268M.

  • 403 institutional investors held ATI (ATI) as of Q2 2024, up from 345 in Q1 2024.
  • Funds reported $7.33B of ATI stock for Q2 2024, up 6.4% quarter-over-quarter.
  • 87 funds opened new ATI positions in Q2 2024 and 27 closed out, a net change of +60 holders.
  • The largest ATI buyer in Q2 2024 was Fidelity Investments, an estimated $85.6M added.
  • The largest ATI seller in Q2 2024 was AllianceBernstein, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2024.