ATI
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.
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: 337 → 349 (+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: 8 → 4 (-4)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JF
376
Joule Financial
Lexington,
Kentucky
| – | -$352K | -8,544 | Closed |
|
377
CIBC Asset Management
Toronto,
Ontario, Canada
| – | -$293K | -7,128 | Closed |
|
|
HMS
378
Hanseatic Management Services
Albuquerque,
New Mexico
| – | -$245K | -5,961 | Closed |
|
|
JF
379
Jump Financial
Chicago,
Illinois
| – | -$204K | -4,951 | Closed |
|
|
UFF
380
USA Financial Formulas
Ada,
Michigan
| – | -$77.4K | -1,880 | Closed |
|
|
SWM
381
Spire Wealth Management
Mclean,
Virginia
| – | -$12.3K | -300 | Closed |
|
|
MAM
382
Marquette Asset Management
Minneapolis,
Minnesota
| – | -$12.2K | -297 | Closed |
|
|
BTI
383
Blue Trust Inc
Alpharetta,
Georgia
| – | -$10.9K | -263 | -97% |
|
|
AIM
384
Anchor Investment Management
Columbia,
South Carolina
| – | -$7.86K | -191 | Closed |
|
|
GIA
385
GHP Investment Advisors
Denver,
Colorado
| – | -$5.66K | -151 | Closed |
|
|
WT
386
Washington Trust
Westerly,
Rhode Island
| – | -$1.11K | -27 | Closed |
|
|
SSG
387
Summit Securities Group
New York
| – | +$42 | +1 | New |
|
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.