We are live on ! Find out more

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
FWCM
401
Ferguson Wellman Capital Management
Oregon
$13.5M -$170K -5,985 -1%
RFM
402
Royal Fund Management
Florida
$13.5M -$992K -34,950 -7%
CCMD
403
Cypress Capital Management (Delaware)
Delaware
$13.3M -$16.6K -583 -0.1%
HCMT
404
Highland Capital Management (Tennessee)
Tennessee
$13.3M -$291K -10,257 -2%
CIPU
405
Caledonia Investments plc (UK)
United Kingdom
$13.3M +$1.32M +46,340 +12%
DWM
406
Destination Wealth Management
California
$13.3M +$419K +14,751 +3%
NBC
407
Neuberger Berman Canada
Ontario, Canada
$13.1M +$980K +34,519 +8%
AIA
408
Affinity Investment Advisors
California
$13M -$38.2K -1,346 -0.3%
FMLI
409
Fukoku Mutual Life Insurance
Japan
$12.9M
SGI
410
Summit Global Investments
Utah
$12.8M +$6.51M +229,376 +113%
ABC
411
Associated Banc-Corp
Wisconsin
$12.7M -$30.3K -1,066 -0.2%
GG
412
Gofen & Glossberg
Illinois
$12.6M -$101K -3,564 -0.8%
M
413
MOTCO
Texas
$12.5M +$555K +19,566 +5%
HW
414
Hancock Whitney
Mississippi
$12.5M +$269K +9,469 +2%
FLPIM
415
F.L. Putnam Investment Management
Massachusetts
$12.4M +$11.9M +420,154 New
BA
416
Bridgewater Associates
Connecticut
$12.4M +$8.18M +288,323 +219%
FNBOO
417
First National Bank of Omaha
Nebraska
$12.4M +$2.81M +99,043 +31%
ECM
418
ETrade Capital Management
Virginia
$12.4M +$947K +33,373 +9%
SCI
419
SkyBridge Capital II
New York
$12M +$11.5M +406,824 New
V
420
Veritable
Delaware
$12M -$231K -8,142 -2%
JAM
421
Jupiter Asset Management
United Kingdom
$12M +$3.3M +116,379 +40%
TIP
422
Torray Investment Partners
Maryland
$12M +$496K +17,489 +5%
GW
423
GW & Wade
Massachusetts
$11.9M +$83.7K +2,947 +0.7%
TTWM
424
TCV Trust & Wealth Management
Virginia
$11.9M +$165K +5,812 +1%
Cohen & Steers
425
Cohen & Steers
New York
$11.9M +$9.22M +324,863 +425%

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.