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2,587 hedge funds and large institutions have $158B invested in AT&T in 2019 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 1,092 increasing their positions, 949 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more first-time investments, than exits

New positions opened: 346 | Existing positions closed: 74

58% more call options, than puts

Call options by funds: $4.4B | Put options by funds: $2.79B

15% more repeat investments, than reductions

Existing positions increased: 1,092 | Existing positions reduced: 949

10% more funds holding

Funds holding: 2,3522,587 (+235)

4% more capital invested

Capital invested by funds: $151B → $158B (+$6.56B)

0.75% more ownership

Funds ownership: 72.53%73.28% (+0.75%)

2% less funds holding in top 10

Funds holding in top 10: 214209 (-5)

Holders
2,587
Holders Change
+235
Holders Change %
+9.99%
% of All Funds
50.97%
Holding in Top 10
209
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.34%
% of All Funds
4.12%
New
346
Increased
1,092
Reduced
949
Closed
74
Calls
$4.4B
Puts
$2.79B
Net Calls
+$1.61B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
401
Sigma Planning Corp
Michigan
$16.5M +$232K +8,023 +1%
RMA
402
Roffman Miller Associates
Pennsylvania
$16.4M +$755K +26,140 +5%
WT
403
Whittier Trust
California
$16.3M +$653K +22,605 +4%
NLGIA
404
Nippon Life Global Investors Americas
New York
$16.3M +$3.17M +109,865 +25%
TU
405
TDAM USA
Ontario, Canada
$16.3M -$487K -16,857 -3%
WWM
406
Western Wealth Management
Colorado
$16.2M +$11.5M +397,635 +246%
ABC
407
Associated Banc-Corp
Wisconsin
$16.2M -$146K -5,070 -0.9%
SS
408
Sunbelt Securities
Texas
$16.2M -$448K -15,500 -3%
UR
409
USCA RIA
Texas
$16.1M -$1.87M -64,855 -11%
MSR
410
Main Street Research
Connecticut
$16M +$289K +10,020 +2%
CM
411
Churchill Management
California
$15.8M -$28.4K -985 -0.2%
TNBTD
412
Trustmark National Bank Trust Department
Mississippi
$15.8M -$860K -29,779 -5%
LCM
413
LVM Capital Management
Michigan
$15.7M -$508K -17,577 -3%
TCOV
414
Trust Company of Vermont
Vermont
$15.7M +$282K +9,764 +2%
BSA
415
Braun Stacey Associates
New York
$15.4M +$8.22M +284,714 +120%
Daiwa Securities Group
416
Daiwa Securities Group
Japan
$15.4M -$274K -9,475 -2%
SSWM
417
Smith Salley Wealth Management
North Carolina
$15.3M -$40K -1,387 -0.3%
GI
418
Gradient Investments
Minnesota
$15.3M +$130K +4,512 +0.9%
FNBT
419
FineMark National Bank & Trust
Florida
$15.3M +$530K +18,362 +4%
Brown Advisory
420
Brown Advisory
Maryland
$15.2M -$84.4K -2,922 -0.6%
FT
421
Fiduciary Trust
Massachusetts
$15.1M -$43.6K -1,509 -0.3%
PSUF
422
People's United Financial
Connecticut
$15.1M -$162K -5,595 -1%
FHA
423
First Horizon Advisors
Tennessee
$15M +$85.2K +2,949 +0.6%
MCM
424
Marsico Capital Management
Colorado
$14.9M +$49.5K +1,714 +0.3%
AL
425
Arnhold LLC
New York
$14.9M

T Hedge Fund Activity: Q4 2019 in Review

2,587 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2019, worth a combined $158B — up 4.3% from $151B a quarter earlier.

Buyers outnumbered sellers: 346 funds opened new T positions and 74 closed out — a net gain of 272 holders — while 1,092 added to existing stakes and 949 trimmed.

The largest buyer was BlackRock, adding an estimated $714M. The largest seller was Fidelity Investments, cutting an estimated $448M.

  • 2,587 institutional investors held AT&T (T) as of Q4 2019, up from 2,352 in Q3 2019.
  • Funds reported $158B of AT&T stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 346 funds opened new AT&T positions in Q4 2019 and 74 closed out, a net change of +272 holders.
  • The largest AT&T buyer in Q4 2019 was BlackRock, an estimated $714M added.
  • The largest AT&T seller in Q4 2019 was Fidelity Investments, an estimated $448M sold.

Based on aggregated 13F filings for Q4 2019.