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2,314 hedge funds and large institutions have $124B invested in AT&T in 2019 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 1,150 increasing their positions, 875 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 1,150 | Existing positions reduced: 875

10% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 115

10% more capital invested

Capital invested by funds: $112B → $124B (+$11.4B)

10% more funds holding in top 10

Funds holding in top 10: 122134 (+12)

4% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.77B

0.56% less ownership

Funds ownership: 72.37%71.81% (-0.56%)

1% less funds holding

Funds holding: 2,3282,314 (-14)

Holders
2,314
Holders Change
-14
Holders Change %
-0.6%
% of All Funds
50.09%
Holding in Top 10
134
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.84%
% of All Funds
2.9%
New
127
Increased
1,150
Reduced
875
Closed
115
Calls
$1.84B
Puts
$1.77B
Net Calls
+$67.8M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
301
Polaris Wealth Advisory Group
California
$22.3M +$20.8M +905,329 +4,743%
SW
302
SVB Wealth
Massachusetts
$22.3M +$451K +19,622 +2%
AL
303
Arnhold LLC
New York
$22.2M +$149K +6,468 +0.7%
Mirae Asset Global Investments
304
Mirae Asset Global Investments
South Korea
$21.9M +$44.9K +1,950 +0.2%
KFC
305
Klingenstein Fields & Co
New York
$21.9M -$3.17M -137,722 -13%
DA
306
Denali Advisors
California
$21.4M +$4.94M +214,620 +31%
CM
307
CS McKee
Pennsylvania
$20.9M
BG
308
Bollard Group
Massachusetts
$20.7M +$744K +32,354 +4%
CIA
309
Capital Investment Advisors
Georgia
$20.5M +$2.36M +102,384 +13%
CPSAC
310
Chas P. Smith & Associates (CPS)
Florida
$20.5M +$740K +32,186 +4%
ZP
311
Zimmer Partners
New York
$20.4M +$11.4M +496,500 +136%
GFPC
312
Global Financial Private Capital
Florida
$20.3M -$247K -10,758 -1%
CTI
313
Community Trust & Investment
Kentucky
$19.9M -$70.1K -3,048 -0.4%
BAM
314
Berkshire Asset Management
Pennsylvania
$19.7M +$696K +30,248 +4%
CIP
315
Chartwell Investment Partners
Pennsylvania
$19.6M -$14.2M -617,010 -43%
WHRC
316
W.H. Reaves & Co
New Jersey
$19.5M -$17.9M -778,513 -49%
HFS
317
HL Financial Services
Kentucky
$19.2M -$1.05M -45,554 -5%
Public Sector Pension Investment Board (PSP Investments)
318
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$19.1M -$18.9M -820,218 -50%
NMERB
319
New Mexico Educational Retirement Board
New Mexico
$19M -$344K -14,961 -2%
ERSOT
320
Employees Retirement System of Texas
Texas
$18.9M
GCC
321
Guardian Capital (Canada)
Ontario, Canada
$18.8M +$3.16M +137,560 +21%
CBOR
322
Community Bank of Raymore
Missouri
$18.7M +$1.53M +66,299 +9%
Mercer Global Advisors
323
Mercer Global Advisors
Colorado
$18.7M +$18.2M +790,827 New
DILIC
324
Dai-ichi Life Insurance Company
Japan
$18.7M +$17.5K +762 +0.1%
WJA
325
Williams Jones & Associates
New York
$18.7M +$1.29M +56,131 +8%

T Hedge Fund Activity: Q1 2019 in Review

2,314 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2019, worth a combined $124B — up 10% from $112B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new T positions and 115 closed out — a net gain of 12 holders — while 1,150 added to existing stakes and 875 trimmed.

The largest buyer was State Street, adding an estimated $550M. The largest seller was T. Rowe Price Associates, cutting an estimated $490M.

  • 2,314 institutional investors held AT&T (T) as of Q1 2019, down from 2,328 in Q4 2018.
  • Funds reported $124B of AT&T stock for Q1 2019, up 10% quarter-over-quarter.
  • 127 funds opened new AT&T positions in Q1 2019 and 115 closed out, a net change of +12 holders.
  • The largest AT&T buyer in Q1 2019 was State Street, an estimated $550M added.
  • The largest AT&T seller in Q1 2019 was T. Rowe Price Associates, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2019.