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2,420 hedge funds and large institutions have $107B invested in AT&T in 2020 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,014 increasing their positions, 1,126 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less repeat investments, than reductions

Existing positions increased: 1,014 | Existing positions reduced: 1,126

1.93% less ownership

Funds ownership: 71.46%69.53% (-1.9%)

2% less funds holding

Funds holding: 2,4692,420 (-49)

8% less capital invested

Capital invested by funds: $116B → $107B (-$9.58B)

19% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 122

22% less call options, than puts

Call options by funds: $1.75B | Put options by funds: $2.24B

30% less funds holding in top 10

Funds holding in top 10: 11580 (-35)

Holders
2,420
Holders Change
-49
Holders Change %
-1.98%
% of All Funds
48.83%
Holding in Top 10
80
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-30.43%
% of All Funds
1.61%
New
99
Increased
1,014
Reduced
1,126
Closed
122
Calls
$1.75B
Puts
$2.24B
Net Calls
-$496M
Net Calls Change
+$97.3M
Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
2526
Ullmann Wealth Partners Group
Florida
-$204K -8,930 Closed
BONST
2527
Bank of Nova Scotia Trust
Ontario, Canada
-$203K -8,871 Closed
WAM
2528
Wolverine Asset Management
Illinois
-$171K -7,508 Closed
RCS
2529
Retirement Capital Strategies
California
-$166K -7,273 Closed
JPLA
2530
Joseph P. Lucia & Associates
New York
-$153K -6,682 Closed
1W
2531
1776 Wealth
Georgia
-$144K -6,317 Closed
ECM
2532
EII Capital Management
New York
-$101K -4,423 Closed
PA
2533
Perennial Advisors
New York
-$95K -4,181 Closed
BSG
2534
Black Swift Group
Colorado
-$80K -3,505 Closed
WOC
2535
West Oak Capital
California
-$77K -3,376 Closed
SC
2536
Solstein Capital
California
-$70K -3,045 Closed
SFG
2537
Sage Financial Group
Pennsylvania
-$51K -2,251 Closed
SMG
2538
Spectrum Management Group
Indiana
-$29K -1,253 Closed
VEA
2539
Virtus ETF Advisers
New York
-$10K -436 Closed
OAJ
2540
Ogorek Anthony Joseph
New York
-$8K -377 Closed
MA
2541
Modus Advisors
Minnesota
-$6K -265 Closed
TWP
2542
TFO Wealth Partners
Ohio
-$6K -265 Closed
WAMC
2543
Western Asset Management Company
California
-$5K -181 Closed
AP
2544
Arlington Partners
Alabama
-$4K -169 Closed
MWA
2545
MFA Wealth Advisors
Pennsylvania
-$695 -30 Closed
FCAS
2546
First Command Advisory Services
Texas
+$2.82K +126 New

T Hedge Fund Activity: Q3 2020 in Review

2,420 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2020, worth a combined $107B — down 8.2% from $116B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of T and 99 opened new positions — a net loss of 23 holders — while 1,126 trimmed existing stakes and 1,014 added.

The largest buyer was Voloridge Investment Management, adding an estimated $323M. The largest seller was Nordea Investment Management, cutting an estimated $705M.

  • 2,420 institutional investors held AT&T (T) as of Q3 2020, down from 2,469 in Q2 2020.
  • Funds reported $107B of AT&T stock for Q3 2020, down 8.2% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2020 and 122 closed out, a net change of -23 holders.
  • The largest AT&T buyer in Q3 2020 was Voloridge Investment Management, an estimated $323M added.
  • The largest AT&T seller in Q3 2020 was Nordea Investment Management, an estimated $705M sold.

Based on aggregated 13F filings for Q3 2020.