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2,587 hedge funds and large institutions have $158B invested in AT&T in 2019 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 1,092 increasing their positions, 949 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more first-time investments, than exits

New positions opened: 346 | Existing positions closed: 74

58% more call options, than puts

Call options by funds: $4.4B | Put options by funds: $2.79B

15% more repeat investments, than reductions

Existing positions increased: 1,092 | Existing positions reduced: 949

10% more funds holding

Funds holding: 2,3522,587 (+235)

4% more capital invested

Capital invested by funds: $151B → $158B (+$6.56B)

0.75% more ownership

Funds ownership: 72.53%73.28% (+0.75%)

2% less funds holding in top 10

Funds holding in top 10: 214209 (-5)

Holders
2,587
Holders Change
+235
Holders Change %
+9.99%
% of All Funds
50.97%
Holding in Top 10
209
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.34%
% of All Funds
4.12%
New
346
Increased
1,092
Reduced
949
Closed
74
Calls
$4.4B
Puts
$2.79B
Net Calls
+$1.61B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Change in
Stake
POIA
2501
Pin Oak Investment Advisors
Texas
$125K -$21.6K -747 -15%
RFWA
2502
RPg Family Wealth Advisory
Massachusetts
$125K +$520 +18 +0.4%
AW
2503
Alpha Windward
Massachusetts
$123K -$11.4K -394 -9%
CIP
2504
Capital Insight Partners
Arizona
$122K +$120K +4,148 New
LWA
2505
Lowe Wealth Advisors
Maryland
$120K
MWA
2506
Moser Wealth Advisors
Washington
$117K +$114K +3,961 New
CI
2507
CX Institutional
Indiana
$116K +$23.3K +806 +26%
NCM
2508
New Capital Management
Texas
$115K
SFFS
2509
Stonehage Fleming Financial Services
Jersey
$113K -$62K -2,146 -36%
CFG
2510
CKW Financial Group
Hawaii
$106K
FMTCOCP
2511
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$100K -$4.79K -166 -5%
SIAS
2512
Shine Investment Advisory Services
Colorado
$100K
IA
2513
IndexIQ Advisors
New York
$99K +$96.4K +3,338 New
TFA
2514
Toth Financial Advisory
Virginia
$98K -$18.6K -644 -16%
SA
2515
SRH Advisors
Kansas
$96K
SL
2516
Salomon & Ludwin
Virginia
$91K
PWP
2517
Personal Wealth Partners
Minnesota
$81K
NIM
2518
NuWave Investment Management
New Jersey
$79K -$315K -10,918 -80%
FA
2519
Financial Advantage
Maryland
$75K
HIM
2520
Hillsdale Investment Management
Ontario, Canada
$70K -$29.8K -1,033 -30%
LWA
2521
Lenox Wealth Advisors
New York
$68K -$9.21K -319 -12%
SC
2522
Solstein Capital
California
$67K +$65.6K +2,272 New
BDWM
2523
Brewin Dolphin Wealth Management
Ireland
$66.8K
SCA
2524
Stuart Chaussee & Associates
California
$65K
AWA
2525
Artemis Wealth Advisors
New York
$64.4K +$63K +2,182 New

T Hedge Fund Activity: Q4 2019 in Review

2,587 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2019, worth a combined $158B — up 4.3% from $151B a quarter earlier.

Buyers outnumbered sellers: 346 funds opened new T positions and 74 closed out — a net gain of 272 holders — while 1,092 added to existing stakes and 949 trimmed.

The largest buyer was BlackRock, adding an estimated $714M. The largest seller was Fidelity Investments, cutting an estimated $448M.

  • 2,587 institutional investors held AT&T (T) as of Q4 2019, up from 2,352 in Q3 2019.
  • Funds reported $158B of AT&T stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 346 funds opened new AT&T positions in Q4 2019 and 74 closed out, a net change of +272 holders.
  • The largest AT&T buyer in Q4 2019 was BlackRock, an estimated $714M added.
  • The largest AT&T seller in Q4 2019 was Fidelity Investments, an estimated $448M sold.

Based on aggregated 13F filings for Q4 2019.