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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
CIR
2526
Clear Investment Research
Georgia
$64K -$45.1K -1,561 -42%
PW
2527
Price Wealth
Texas
$64K +$14K +486 +29%
LWM
2528
Lenox Wealth Management
Ohio
$63K -$41.2K -1,428 -40%
CWM
2529
Cranbrook Wealth Management
Michigan
$62K
QCMC
2530
Quantum Capital Management (California)
California
$59K
AIM
2531
Arcadia Investment Management
Michigan
$55K
AA
2532
AlphaMark Advisors
Kentucky
$55K +$15.3K +530 +40%
CP
2533
Corbenic Partners
Pennsylvania
$54K +$52.9K +1,831 New
CAM
2534
Columbia Asset Management
Michigan
$50.6K +$108K +3,757 +2%
AFIA
2535
America First Investment Advisors
Nebraska
$48K -$6.5K -225 -12%
ST
2536
Sageworth Trust
Pennsylvania
$47K +$45.6K +1,580 New
SFA
2537
Semmax Financial Advisors
North Carolina
$46K -$2.8K -97 -6%
BCM
2538
Bourgeon Capital Management
Connecticut
$46K +$260 +9 +0.6%
LGWM
2539
Litman Gregory Wealth Management
California
$46K +$31.3K +1,083 +229%
EWA
2540
Evolution Wealth Advisors
Florida
$41K +$40.6K +1,405 New
CWAF
2541
Core Wealth Advisors (Florida)
Florida
$40K +$39.6K +1,370 New
WCMNY
2542
Westchester Capital Management (New York)
New York
$39K -$3.65M -126,568 -99%
AP
2543
Arlington Partners
Alabama
$39K
GC
2544
Grace Capital
Massachusetts
$39K +$38.2K +1,324 New
LWM
2545
Lionsbridge Wealth Management
Florida
$39K +$38.2K +1,324 New
DI
2546
Disciplined Investments
Oklahoma
$38K +$37K +1,282 New
ACM
2547
AUA Capital Management
Pennsylvania
$35K
RWML
2548
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$34.1K +$115 +4 +0.3%
RA
2549
Rational Advisors
New York
$33K -$639K -22,133 -95%
CCM
2550
Copeland Capital Management
Pennsylvania
$32K

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.