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ATI
ATI

Overview Fund Activity

401 hedge funds and large institutions have $7.51B invested in ATI in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 137 increasing their positions, 130 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-18
Holders Change %
-4.3%
% of All Funds
5.34%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
76
Increased
137
Reduced
130
Closed
85
Calls
$5.59M
Puts
$6.05M
Net Calls
-$457K
Net Calls Change
+$6.3M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$378M
2
DC
2
Dendur Capital
New York
$196M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$844M
4
BlackRock
4
BlackRock
New York
$982M
5
Capital International Investors
5
Capital International Investors
California
$875M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$364M
2
Millennium Management
2
Millennium Management
New York
$5.5M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$23.6M
4
DCM
4
Driehaus Capital Management
Illinois
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
376
Brown Brothers Harriman & Co
New York
$1.43K +$1.43K +26 New
CAWM
377
Capital A Wealth Management
Pennsylvania
$1.38K +$1.38K +25 New
DPW
378
DiNuzzo Private Wealth
Pennsylvania
$1.27K – – –
CAS
379
Coppell Advisory Solutions
Texas
$1.1K +$1.1K +20 New
AA
380
Ancora Advisors
Ohio
$1.05K +$1.05K +19 New
SIC
381
SJS Investment Consulting
Ohio
$991 -$606 -11 -38%
WT
382
Washington Trust
Rhode Island
$991 – – –
FFO
383
Fortitude Family Office
Arizona
$936 +$936 +17 New
Kayne Anderson Rudnick Investment Management
384
Kayne Anderson Rudnick Investment Management
California
$826 – – –
AssetMark Inc
385
AssetMark Inc
California
$826 +$826 +15 New
BF
386
BOK Financial
Oklahoma
$771 +$771 +14 New
RTC
387
Riverview Trust Company
Washington
$550 +$550 +10 New
RAM
388
Riggs Asset Management
Pennsylvania
$549 – – –
AWM
389
Abound Wealth Management
Tennessee
$496 – – –
LFG
390
Larson Financial Group
Missouri
$440 – – –
CPG
391
Cornerstone Planning Group
New Jersey
$338 +$338 +6 New
BIG
392
Brooklyn Investment Group
New York
$331 +$331 +6 New
GFPC
393
Global Financial Private Client
Florida
$275 +$275 +5 New
CSWM
394
Cassady Schiller Wealth Management
Ohio
$220 +$220 +4 New
PWM
395
Parkworth Wealth Management
California
$220 +$220 +4 New
VWA
396
Valued Wealth Advisors
Utah
$166 +$166 +3 New
MCM
397
MV Capital Management
Maryland
$111 – – –
TWD
398
True Wealth Design
Ohio
$56 -$8.4K -150 -99%
TFM
399
TFC Financial Management
Massachusetts
$56 – – –
MG
400
Mather Group
Illinois
$55 – – –
14 15
16
17 18