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1,978 hedge funds and large institutions have $136B invested in AT&T in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 941 increasing their positions, 800 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 941 | Existing positions reduced: 800

17% more funds holding in top 10

Funds holding in top 10: 150175 (+25)

5% more capital invested

Capital invested by funds: $130B → $136B (+$6.67B)

1.07% more ownership

Funds ownership: 74.03%75.1% (+1.1%)

0% less funds holding

Funds holding: 1,9811,978 (-3)

28% less call options, than puts

Call options by funds: $3.51B | Put options by funds: $4.85B

Holders
1,978
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
49.3%
Holding in Top 10
175
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+16.67%
% of All Funds
4.36%
New
76
Increased
941
Reduced
800
Closed
60
Calls
$3.51B
Puts
$4.85B
Net Calls
-$1.34B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
CIBC World Markets
New York
$40.6M +$2.36M +82,982 +6%
PI
227
PineBridge Investments
New York
$40.6M +$4.8M +168,944 +14%
ERSOT
228
Employees Retirement System of Texas
Texas
$40.5M +$263K +9,268 +0.7%
SLAM
229
Swiss Life Asset Management
$40.3M -$1.12M -39,332 -3%
MSV
230
MN Services Vermogensbeheer
Netherlands
$39.8M +$447K +15,755 +1%
Mitsubishi UFJ Asset Management
231
Mitsubishi UFJ Asset Management
Japan
$39.8M +$174K +6,144 +0.5%
MME
232
Meag Munich Ergo
Germany
$39.2M -$1.07M -37,763 -3%
MCM
233
Masters Capital Management
Georgia
$39.2M +$37.6M +1,324,000 New
Creative Planning
234
Creative Planning
Kansas
$39.2M -$594K -20,920 -2%
SF
235
Synovus Financial
Georgia
$38.8M +$616K +21,684 +2%
STMM
236
South Texas Money Management
Texas
$38.5M +$825K +29,061 +2%
DILIC
237
Dai-ichi Life Insurance Company
Japan
$36.9M +$212K +7,478 +0.6%
MP
238
Mediatel Partners
Texas
$36.6M
DRZID
239
DePrince Race & Zollo Inc (DRZ)
Florida
$36.3M -$10.1M -357,314 -23%
GKIM
240
GW&K Investment Management
Massachusetts
$36.2M -$290K -10,224 -0.8%
TAM
241
Tocqueville Asset Management
New York
$35.4M +$894K +31,489 +3%
SC
242
Scotia Capital
Ontario, Canada
$35.4M +$11.3M +396,479 +50%
VDI
243
Vaughan David Investments
Illinois
$34.5M +$20.1K +707 +0.1%
Truist Financial
244
Truist Financial
North Carolina
$34.4M -$296K -10,435 -0.9%
BAPIM
245
British Airways Pensions Investment Management
United Kingdom
$34.2M -$2.97M -104,589 -8%
JCM
246
Janney Capital Management
Pennsylvania
$34.1M -$862K -30,357 -3%
CFB
247
Cullen/Frost Bankers
Texas
$33.6M +$63.4K +2,232 +0.2%
CI
248
Cowen Inc
New York
$33.5M +$32.2M +1,133,476 New
MSA
249
Mason Street Advisors
Wisconsin
$33.4M -$34.9K -1,230 -0.1%
MIP
250
Mondrian Investment Partners
United Kingdom
$33.2M -$622K -21,895 -2%

T Hedge Fund Activity: Q3 2017 in Review

1,978 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2017, worth a combined $136B — up 5.1% from $130B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new T positions and 60 closed out — a net gain of 16 holders — while 941 added to existing stakes and 800 trimmed.

The largest buyer was Bank of America, adding an estimated $436M. The largest seller was Capital International Investors, cutting an estimated $269M.

  • 1,978 institutional investors held AT&T (T) as of Q3 2017, down from 1,981 in Q2 2017.
  • Funds reported $136B of AT&T stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 76 funds opened new AT&T positions in Q3 2017 and 60 closed out, a net change of +16 holders.
  • The largest AT&T buyer in Q3 2017 was Bank of America, an estimated $436M added.
  • The largest AT&T seller in Q3 2017 was Capital International Investors, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2017.