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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
Mackenzie Financial
376
Mackenzie Financial
Ontario, Canada
$16.1M +$12.9M +513,588 +338%
6M
377
6 Meridian
Kansas
$16M +$16.6M +659,613 New
WBC
378
Westpac Banking Corp
Australia
$16M +$2.53M +100,952 +18%
LCM
379
Laurion Capital Management
New York
$16M -$5.44M -216,565 -25%
PSUF
380
People's United Financial
Connecticut
$15.9M +$145K +5,786 +0.9%
CEP
381
Chicago Equity Partners
Illinois
$15.9M +$680K +27,073 +4%
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$15.8M +$1.35M +53,713 +9%
CTA
383
Carillon Tower Advisers
Florida
$15.7M -$279K -11,102 -2%
BAPIM
384
British Airways Pensions Investment Management
United Kingdom
$15.7M +$2.6M +103,528 +19%
GCIA
385
Gabelli & Co Investment Advisers
New York
$15.6M +$16.2M +644,961 New
WAM
386
World Asset Management
Michigan
$15.6M +$2.93M +116,605 +22%
BAMF
387
BI Asset Management Fondsmaeglerselskab
Denmark
$15.6M +$2.53M +100,624 +19%
DIA
388
Dana Investment Advisors
Wisconsin
$15.5M +$1.83M +73,014 +13%
DF
389
Donoghue Forlines
Massachusetts
$15.4M -$84K -3,347 -0.5%
CIP
390
Chartwell Investment Partners
Pennsylvania
$15.4M +$57.3K +2,284 +0.4%
CIA
391
Capital Investment Advisors
Georgia
$15.4M +$3.3M +131,662 +26%
IIM
392
Intact Investment Management
Quebec, Canada
$15.3M +$1.85M +73,615 +13%
FMLI
393
Fukoku Mutual Life Insurance
Japan
$15.2M +$4.8M +191,182 +44%
SCM
394
Suffolk Capital Management
New York
$15.1M +$15.6M +622,663 New
LCM
395
LVM Capital Management
Michigan
$15M +$3.87M +154,175 +33%
WIM
396
Waverton Investment Management
United Kingdom
$14.9M +$15.4M +614,464 New
WT
397
Whittier Trust
California
$14.9M +$1.34M +53,348 +10%
CIPU
398
Caledonia Investments plc (UK)
United Kingdom
$14.7M +$2.66M +105,920 +21%
KWILP
399
Kiwi Wealth Investments Limited Partnership
New Zealand
$14.7M +$10.8M +431,323 +248%
SPC
400
Stewart & Patten Company
California
$14.6M +$13.8K +550 +0.1%

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.