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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
Bessemer Group
326
Bessemer Group
New Jersey
$19.4M +$15.4M +541,463 +475%
SIM
327
Sentry Investment Management
Wisconsin
$19.3M -$18.7K -659 -0.1%
HIMC
328
Heritage Investors Management Corp
Maryland
$19.2M +$513K +18,066 +3%
SPC
329
Stewart & Patten Company
California
$19M -$679K -23,905 -4%
FT
330
Fiduciary Trust
Massachusetts
$18.7M +$1.38M +48,526 +8%
PP
331
Patten & Patten
Tennessee
$18.7M +$182K +6,419 +1%
Susquehanna International Group
332
Susquehanna International Group
Pennsylvania
$18.7M +$17.9M +630,988 New
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$18.5M +$5.13M +180,867 +41%
DDPIC
334
Deroy & Devereaux Private Investment Counsel
Michigan
$18.4M +$3.46M +121,951 +24%
WF
335
Welch & Forbes
Massachusetts
$18.4M -$5.22K -184 -0%
SCM
336
Sterling Capital Management
North Carolina
$18.3M -$30.1K -1,061 -0.2%
WIC
337
Willis Investment Counsel
Georgia
$18.2M +$914K +32,182 +6%
ISL
338
Ingalls & Snyder LLC
New York
$18.1M +$71.8K +2,530 +0.4%
CM
339
Churchill Management
California
$18.1M -$893K -31,457 -5%
TAF
340
Tredje AP-fonden
Sweden
$17.9M -$2.37M -83,463 -12%
WT
341
Washington Trust
Rhode Island
$17.9M -$95K -3,346 -0.6%
GHCM
342
Glen Harbor Capital Management
California
$17.8M -$7.86M -276,714 -31%
FQ
343
First Quadrant
California
$17.7M -$9.85M -347,137 -37%
GWM
344
Geneos Wealth Management
Colorado
$17.6M +$718K +25,290 +4%
CIP
345
Chartwell Investment Partners
Pennsylvania
$17.6M +$635K +22,382 +4%
First Manhattan
346
First Manhattan
New York
$17.5M -$1.93M -68,043 -10%
WT
347
Whittier Trust
California
$17.5M +$203K +7,166 +1%
AIL
348
AGF Investments LLC
Ontario, Canada
$17.4M +$7.13M +250,993 +74%
CGH
349
Crossmark Global Holdings
Texas
$17.4M +$16.7M +587,906 New
DIA
350
Dana Investment Advisors
Wisconsin
$17.3M -$675K -23,776 -4%

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.