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2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
CA
426
Cetera Advisors
Colorado
$11.6M -$8.36K -306 -0.1%
EWM
427
Edge Wealth Management
New York
$11.5M +$9.13M +334,330 +616%
AMI
428
Amica Mutual Insurance
Rhode Island
$11.4M -$3.21M -117,481 -23%
UBV
429
United Bank (Virginia)
Virginia
$11.4M +$6.95M +254,574 +192%
ZAM
430
Zevin Asset Management
Massachusetts
$11.2M -$3.17M -115,925 -23%
HW
431
Hancock Whitney
Mississippi
$11.2M -$1.07M -39,097 -9%
DWM
432
Destination Wealth Management
California
$11.2M -$1.83M -67,037 -15%
BCM
433
Bluefin Capital Management
New York
$11.1M +$8.48M +310,589 +458%
FLPIM
434
F.L. Putnam Investment Management
Massachusetts
$11.1M -$1.15M -42,185 -10%
GW
435
GW & Wade
Massachusetts
$11.1M -$683K -25,008 -6%
EP
436
Elkfork Partners
Oregon
$11.1M -$375K -13,749 -4%
FA
437
FDx Advisors
Illinois
$11M -$671K -24,571 -6%
Massachusetts Financial Services
438
Massachusetts Financial Services
Massachusetts
$11M -$17.8M -650,922 -63%
APFBOT
439
Amica Pension Fund Board of Trustees
Rhode Island
$10.9M
VFA
440
Voya Financial Advisors
Connecticut
$10.8M +$357K +13,069 +4%
DC
441
Davenport & Co
Virginia
$10.7M +$1.19M +43,589 +14%
CA
442
Callahan Advisors
Texas
$10.6M +$441K +16,147 +5%
GIM
443
Goelzer Investment Management
Indiana
$10.5M +$74.7K +2,736 +0.8%
Pacer Advisors
444
Pacer Advisors
Pennsylvania
$10.5M +$1.81M +66,270 +23%
GI
445
Gradient Investments
Minnesota
$10.5M +$1.66M +60,794 +21%
DWA
446
Douglass Winthrop Advisors
New York
$10.5M +$51.4K +1,882 +0.5%
CFG
447
Citizens Financial Group
Rhode Island
$10.4M -$298K -10,910 -3%
RIA
448
RPG Investment Advisory
California
$10.3M +$231K +8,458 +2%
Daiwa Securities Group
449
Daiwa Securities Group
Japan
$10.3M -$1.15M -42,288 -11%
SB
450
Simmons Bank
Arkansas
$10.3M +$287K +10,507 +3%

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.