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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
LWS
2551
Lucia Wealth Services
California
$32K +$3.7K +128 +13%
FEG
2552
Financial Enhancement Group
Indiana
$30K
PC
2553
Permanens Capital
New York
$30K
SMG
2554
Spectrum Management Group
Indiana
$30K
JWM
2555
Janiczek Wealth Management
Colorado
$28K
TWP
2556
TFO Wealth Partners
Ohio
$27K +$26.8K +927 New
CI
2557
Clal Insurance
Israel
$25K -$727K -25,186 -95%
HH
2558
HWG Holdings
Texas
$23K +$22.3K +773 New
TVWM
2559
Tower View Wealth Management
Wisconsin
$22K +$144 +5 +0.7%
MAM
2560
Marquette Asset Management
Minnesota
$20K -$6.35K -220 -24%
AWMS
2561
Advocacy Wealth Management Services
Georgia
$19K
AP
2562
Atwood & Palmer
Missouri
$15K
TCCM
2563
Timber Creek Capital Management
Massachusetts
$15K +$15.3K +530 New
VCS
2564
Vaughan & Co Securities
New Jersey
$14.1K +$13.8K +477 New
WLPWM
2565
Walled Lake Planning & Wealth Management
Illinois
$14K +$13.5K +467 New
NG
2566
NWK Group
California
$14K +$13.7K +474 New
AGA
2567
Accuvest Global Advisors
Utah
$13K
CIAS
2568
CBIZ Investment Advisory Services
Ohio
$13K
IFA
2569
Interactive Financial Advisors
Illinois
$12K
IF
2570
Ironwood Financial
Arizona
$12K
CCMIC
2571
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$12K +$11.5K +397 New
KIG
2572
Kessler Investment Group
Indiana
$12K +$11.5K +397 New
OAJ
2573
Ogorek Anthony Joseph
New York
$11K
CPA
2574
Cowen Prime Advisors
New York
$9K +$7.65K +265 +883%
AS
2575
Altshuler Shaham
Israel
$9K +$8.84K +306 +3,400%

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.