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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
AMI
376
Amica Mutual Insurance
Rhode Island
$15M +$1.29M +45,461 +10%
WPC
377
Waters Parkerson & Co
Louisiana
$14.9M +$165K +5,827 +1%
TCOV
378
Trust Company of Vermont
Vermont
$14.9M +$23.6K +831 +0.2%
KRS
379
Kentucky Retirement Systems
Kentucky
$14.8M -$625K -22,003 -4%
ZAM
380
Zevin Asset Management
Massachusetts
$14.7M -$986K -34,742 -7%
ICOA
381
Investment Centers of America
North Dakota
$14.7M -$1.48M -52,069 -10%
MCIM
382
Meadow Creek Investment Management
Georgia
$14.7M -$6.47M -227,881 -31%
BAM
383
Berkshire Asset Management
Pennsylvania
$14.5M +$1.36M +48,002 +11%
SWP
384
Stratos Wealth Partners
Ohio
$14.4M +$202K +7,127 +1%
BCM
385
Bridgeway Capital Management
Texas
$14.3M -$52.8M -1,860,652 -79%
CIBC World Market
386
CIBC World Market
Ontario, Canada
$14.3M -$11.5M -406,843 -46%
Connor, Clark & Lunn Investment Management (CC&L)
387
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$14.2M +$11.8M +416,828 +653%
FAAS
388
First Allied Advisory Services
California
$14.2M +$91.9K +3,239 +0.7%
CCT
389
Country Club Trust
Missouri
$14.2M -$35.5K -1,249 -0.3%
FTIOP
390
Fiduciary Trust International of Pennsylvania
Pennsylvania
$14.1M +$172K +6,071 +1%
LCM
391
LVM Capital Management
Michigan
$14.1M -$609K -21,436 -4%
TF
392
TIAA FSB
Florida
$14M -$457K -16,095 -3%
SBIA
393
Sheaff Brock Investment Advisors
Indiana
$14M +$6.24M +219,761 +87%
SCM
394
Suffolk Capital Management
New York
$13.9M +$13.4M +470,934 New
GGI
395
Godsey & Gibb Inc
Virginia
$13.9M -$613K -21,604 -4%
SCM
396
Stevens Capital Management
Pennsylvania
$13.9M +$9.51M +335,168 +251%
Fidelity International
397
Fidelity International
Bermuda
$13.9M -$1.02M -35,835 -7%
CCM
398
Cadence Capital Management
Massachusetts
$13.7M +$981K +34,542 +8%
SW
399
SVB Wealth
Massachusetts
$13.6M -$262K -9,245 -2%
CAI
400
Capital Advisors Inc
Oklahoma
$13.6M +$557K +19,614 +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.