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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
BlackRock
1
BlackRock
New York
$920M +$14.5M +348,313 +2%
Capital International Investors
2
Capital International Investors
California
$691M -$772K -18,601 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$646M -$4.46M -107,366 -0.8%
State Street
4
State Street
Massachusetts
$307M +$19.2M +462,514 +7%
Morgan Stanley
5
Morgan Stanley
New York
$191M +$120M +2,877,818 +217%
FCM
6
Frontier Capital Management
Massachusetts
$166M +$24.7M +594,644 +19%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$151M +$4.47M +107,716 +3%
Ameriprise
8
Ameriprise
Minnesota
$145M +$5.87M +141,280 +5%
AllianceBernstein
9
AllianceBernstein
Tennessee
$144M +$226K +5,432 +0.2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$123M +$5.05M +121,690 +5%
Invesco
11
Invesco
Georgia
$114M -$738K -17,780 -0.7%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$105M +$5.8M +139,694 +6%
Capital World Investors
13
Capital World Investors
California
$89.8M +$320K +7,716 +0.4%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$72.3M +$36.1M +870,450 +121%
Charles Schwab
15
Charles Schwab
California
$71.3M -$583K -14,042 -0.9%
DCM
16
Driehaus Capital Management
Illinois
$70.4M -$25.7M -618,451 -29%
Point72 Asset Management
17
Point72 Asset Management
Connecticut
$70M +$59.6M +1,436,436 +1,393%
CCM
18
Channing Capital Management
Illinois
$69.9M -$8.6M -207,158 -12%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$69.8M -$5.21M -125,516 -8%
Northern Trust
20
Northern Trust
Illinois
$64.9M -$577K -13,905 -1%
BHC
21
Bowen Hanes & Co
Florida
$63.7M +$1.4M +33,765 +2%
Barrow, Hanley, Mewhinney & Strauss
22
Barrow, Hanley, Mewhinney & Strauss
Texas
$62M -$27.7M -666,674 -33%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$59.9M +$2.47M +59,486 +5%
Goldman Sachs
24
Goldman Sachs
New York
$59.4M +$13.1M +315,506 +32%
Federated Hermes
25
Federated Hermes
Pennsylvania
$57.2M +$1.68M +40,419 +3%

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.