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1,978 hedge funds and large institutions have $136B invested in AT&T in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 941 increasing their positions, 800 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 941 | Existing positions reduced: 800

17% more funds holding in top 10

Funds holding in top 10: 150175 (+25)

5% more capital invested

Capital invested by funds: $130B → $136B (+$6.67B)

1.07% more ownership

Funds ownership: 74.03%75.1% (+1.1%)

0% less funds holding

Funds holding: 1,9811,978 (-3)

28% less call options, than puts

Call options by funds: $3.51B | Put options by funds: $4.85B

Holders
1,978
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
49.3%
Holding in Top 10
175
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+16.67%
% of All Funds
4.36%
New
76
Increased
941
Reduced
800
Closed
60
Calls
$3.51B
Puts
$4.85B
Net Calls
-$1.34B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
251
Franklin Resources
California
$33.2M +$862K +30,371 +3%
ST
252
Sabal Trust
Florida
$32.6M +$9.08M +320,008 +41%
WI
253
Wafra Inc
New York
$32.4M +$9.93M +349,654 +47%
ZIG
254
Zurich Insurance Group
Switzerland
$32.3M -$574K -20,220 -2%
EAM
255
Exane Asset Management
France
$32.3M +$30.9M +1,089,955 +33,516%
Pzena Investment Management
256
Pzena Investment Management
New York
$32.3M +$21.8K +767 +0.1%
FP
257
Foundry Partners
Minnesota
$32.2M +$8.48M +298,887 +38%
CI
258
Cincinnati Insurance
Ohio
$31.5M
Envestnet Asset Management
259
Envestnet Asset Management
Illinois
$31.1M -$6.89M -242,645 -19%
ACA
260
Anchor Capital Advisors
Massachusetts
$30.6M -$123K -4,347 -0.4%
Massachusetts Financial Services
261
Massachusetts Financial Services
Massachusetts
$30.4M -$10.6M -373,310 -27%
NB
262
Norinchukin Bank
Japan
$30.2M +$953K +33,588 +3%
TCM
263
Twin Capital Management
Pennsylvania
$30.1M +$7.27M +256,074 +34%
HB
264
Homrich & Berg
Georgia
$30.1M +$18.6M +654,699 +181%
Jacobs Levy Equity Management
265
Jacobs Levy Equity Management
New Jersey
$29.6M +$250K +8,806 +0.9%
CIBC Asset Management
266
CIBC Asset Management
Ontario, Canada
$29.5M +$237K +8,332 +0.8%
MOACM
267
Mutual of America Capital Management
New York
$29.4M +$32K +1,126 +0.1%
IA
268
IFP Advisors
Florida
$29.1M +$290K +10,220 +1%
PA
269
Pinnacle Associates
New York
$29M +$602K +21,199 +2%
LCM
270
Logan Capital Management
Pennsylvania
$29M +$96K +3,382 +0.3%
HT
271
HAP Trading
New York
$28.4M +$3.65M +128,732 +16%
OWP
272
Obermeyer Wealth Partners
Colorado
$28.3M -$66.3K -2,335 -0.2%
GAM
273
Gotham Asset Management
New York
$28.3M +$4.06M +143,104 +18%
Natixis Advisors
274
Natixis Advisors
Massachusetts
$28.2M +$11.6M +408,948 +75%
FDCDDQ
275
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.9M +$1.95M +68,593 +8%

T Hedge Fund Activity: Q3 2017 in Review

1,978 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2017, worth a combined $136B — up 5.1% from $130B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new T positions and 60 closed out — a net gain of 16 holders — while 941 added to existing stakes and 800 trimmed.

The largest buyer was Bank of America, adding an estimated $436M. The largest seller was Capital International Investors, cutting an estimated $269M.

  • 1,978 institutional investors held AT&T (T) as of Q3 2017, down from 1,981 in Q2 2017.
  • Funds reported $136B of AT&T stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 76 funds opened new AT&T positions in Q3 2017 and 60 closed out, a net change of +16 holders.
  • The largest AT&T buyer in Q3 2017 was Bank of America, an estimated $436M added.
  • The largest AT&T seller in Q3 2017 was Capital International Investors, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2017.