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2,302 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
251
Johnson Investment Counsel
Ohio
$37.1M +$1.29M +51,269 +3%
Creative Planning
252
Creative Planning
Kansas
$37M +$2.93M +116,638 +8%
MSV
253
MN Services Vermogensbeheer
Netherlands
$36.9M +$6.09M +242,688 +19%
JGC
254
J. Goldman & Co
New York
$36.8M +$38.1M +1,518,304 New
SF
255
Synovus Financial
Georgia
$36.4M +$2.03M +80,841 +6%
First Manhattan
256
First Manhattan
New York
$36.1M +$23.7M +943,946 +173%
FIM
257
Foresters Investment Management
New York
$35.6M -$855K -34,061 -2%
WA
258
WestEnd Advisors
North Carolina
$35.5M -$3.61M -143,870 -9%
MLICM
259
Metropolitan Life Insurance Company (MetLife)
New York
$35.3M +$4.71M +187,680 +15%
CIBC Private Wealth Group
260
CIBC Private Wealth Group
Georgia
$35M +$20.3M +808,417 +127%
KBC Group
261
KBC Group
Belgium
$34.8M +$2.24M +89,341 +7%
GFPC
262
Global Financial Private Capital
Florida
$34.4M -$2.73M -108,907 -7%
RCM
263
RNC Capital Management
California
$34.2M +$1.31M +52,246 +4%
AIMCA
264
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$34.1M -$23.9M -954,075 -40%
SC
265
Scotia Capital
Ontario, Canada
$33.1M +$410K +16,322 +1%
AIA
266
Avalon Investment & Advisory
Texas
$33M -$3.97M -158,280 -10%
KSCM
267
King Street Capital Management
New York
$32.9M +$34.1M +1,357,100 New
ZIG
268
Zurich Insurance Group
Switzerland
$32.7M -$49K -1,953 -0.1%
Mitsubishi UFJ Asset Management
269
Mitsubishi UFJ Asset Management
Japan
$32.7M +$5.04M +200,606 +17%
PCM
270
Pentwater Capital Management
Florida
$32.7M +$33.1M +1,318,376 +4,603%
FDCDDQ
271
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.6M +$10.7M +424,652 +46%
MSA
272
Mason Street Advisors
Wisconsin
$32.5M +$5.19M +206,679 +18%
SCM
273
Sterling Capital Management
North Carolina
$32.4M +$18.2M +725,156 +119%
DnB Asset Management
274
DnB Asset Management
Norway
$32.3M +$8.23M +327,770 +33%
HIMCH
275
Hartford Investment Management Co (HIMCO)
Connecticut
$32M -$9.75M -388,500 -23%

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.