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2,469 hedge funds and large institutions have $116B invested in AT&T in 2020 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 1,034 increasing their positions, 1,104 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 128

1% more capital invested

Capital invested by funds: $115B → $116B (+$1.08B)

1% less funds holding

Funds holding: 2,4882,469 (-19)

6% less repeat investments, than reductions

Existing positions increased: 1,034 | Existing positions reduced: 1,104

1.47% less ownership

Funds ownership: 72.93%71.46% (-1.5%)

27% less funds holding in top 10

Funds holding in top 10: 157115 (-42)

27% less call options, than puts

Call options by funds: $1.61B | Put options by funds: $2.2B

Holders
2,469
Holders Change
-19
Holders Change %
-0.76%
% of All Funds
50.63%
Holding in Top 10
115
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-26.75%
% of All Funds
2.36%
New
134
Increased
1,034
Reduced
1,104
Closed
128
Calls
$1.61B
Puts
$2.2B
Net Calls
-$594M
Net Calls Change
-$253M
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
2551
Robertson Stephens Wealth Management
California
-$337K -15,299 Closed
XM
2552
XTX Markets
New York
-$323K -14,659 Closed
GI
2553
Glovista Investments
New Jersey
-$311K -14,132 Closed
LSA
2554
L & S Advisors
California
-$301K -13,693 Closed
SIM
2555
Stratos Investment Management
Ohio
-$299K -13,571 Closed
RCA
2556
Resonant Capital Advisors
Wisconsin
-$297K -13,478 Closed
PWM
2557
Peterson Wealth Management
Nevada
-$256K -11,642 Closed
PFS
2558
Physicians Financial Services
North Carolina
-$250K -11,348 Closed
EWA
2559
ERTS Wealth Advisors
Michigan
-$246K -11,164 Closed
CSIA
2560
Charles Schwab Investment Advisory
California
-$245K -11,136 Closed
ACM
2561
Adalta Capital Management
New York
-$242K -10,972 Closed
HCIA
2562
Hochman Cole Investment Advisors
Illinois
-$242K -10,972 Closed
RIS
2563
Retirement Income Solutions
Michigan
-$240K -10,914 Closed
RHJA
2564
Rice Hall James & Associates
California
-$235K -10,657 Closed
GH
2565
GAM Holding
Switzerland
-$232K -10,528 Closed
PWM
2566
PBMares Wealth Management
Virginia
-$232K -10,521 Closed
AC
2567
Avestar Capital
New York
-$231K -10,506 Closed
TIM
2568
Total Investment Management
Arizona
-$224K -10,167 Closed
SWP
2569
Strategic Wealth Partners
Ohio
-$299K -10,141 Closed
CA
2570
Crumly & Associates
Illinois
-$221K -10,060 Closed
HCA
2571
Harbour Capital Advisors
Virginia
-$219K -9,970 Closed
SCM
2572
Shapiro Capital Management
Georgia
-$214K -9,741 Closed
GWM
2573
Greenwich Wealth Management
Connecticut
-$212K -9,619 Closed
PI
2574
Pachira Investments
California
-$206K -9,378 Closed
AI
2575
Atom Investors
Texas
-$204K -9,244 Closed

T Hedge Fund Activity: Q2 2020 in Review

2,469 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2020, worth a combined $116B — up 0.94% from $115B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new T positions and 128 closed out — a net gain of 6 holders — while 1,034 added to existing stakes and 1,104 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $774M. The largest seller was Vanguard Group, cutting an estimated $774M.

  • 2,469 institutional investors held AT&T (T) as of Q2 2020, down from 2,488 in Q1 2020.
  • Funds reported $116B of AT&T stock for Q2 2020, up 0.94% quarter-over-quarter.
  • 134 funds opened new AT&T positions in Q2 2020 and 128 closed out, a net change of +6 holders.
  • The largest AT&T buyer in Q2 2020 was Nordea Investment Management, an estimated $774M added.
  • The largest AT&T seller in Q2 2020 was Vanguard Group, an estimated $774M sold.

Based on aggregated 13F filings for Q2 2020.