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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
ADEF
426
Adams Diversified Equity Fund
Maryland
$12.9M +$4.68M +186,263 +54%
SIM
427
Sentry Investment Management
Wisconsin
$12.6M -$460K -18,324 -3%
HCM
428
Harvey Capital Management
Florida
$12.3M +$5.07M +201,838 +66%
UM
429
Ulysses Management
New York
$12.2M +$12.7M +504,184 New
ABC
430
Associated Banc-Corp
Wisconsin
$12.2M +$1.44M +57,367 +13%
SYBT
431
Stock Yards Bank & Trust
Kentucky
$12.2M +$10.5K +417 +0.1%
DWM
432
Destination Wealth Management
California
$12M +$411K +16,387 +3%
RIL
433
Rothschild Investment LLC
Illinois
$11.9M +$1.02M +40,632 +9%
SWP
434
Stratos Wealth Partners
Ohio
$11.8M +$326 +13 +0%
WPC
435
Waters Parkerson & Co
Louisiana
$11.8M -$231K -9,211 -2%
EWM
436
Edge Wealth Management
New York
$11.8M +$1.65M +65,845 +16%
FAAS
437
First Allied Advisory Services
California
$11.7M -$877K -34,941 -7%
FTIOP
438
Fiduciary Trust International of Pennsylvania
Pennsylvania
$11.6M +$56.5K +2,251 +0.5%
ACM
439
Aviance Capital Management
Florida
$11.6M -$9.25M -368,382 -43%
CGH
440
Crossmark Global Holdings
Texas
$11.6M -$1.98M -78,922 -14%
ZDA
441
Zweig-DiMenna Associates
New York
$11.6M +$12M +476,498 New
PNC
442
Park National Corp
Ohio
$11.5M -$2.81M -111,921 -19%
PWPCM
443
Perella Weinberg Partners Capital Management
New York
$11.4M +$11.8M +470,931 New
CFG
444
Citizens Financial Group
Rhode Island
$11.3M +$3.31M +131,700 +39%
SW
445
SVB Wealth
Massachusetts
$11.3M +$452K +18,006 +4%
GCM
446
Gabalex Capital Management
New York
$11.2M +$11.6M +463,400 New
OTPPB
447
Ontario Teachers' Pension Plan Board
Ontario, Canada
$11.2M +$8.49M +338,305 +272%
Daiwa Securities Group
448
Daiwa Securities Group
Japan
$11.2M +$2.34M +93,284 +25%
Jennison Associates
449
Jennison Associates
New York
$11.2M +$11.5M +460,118 New
Thrivent Financial for Lutherans
450
Thrivent Financial for Lutherans
Minnesota
$11.2M +$1.63M +65,060 +16%

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.