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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
DWA
451
Douglass Winthrop Advisors
New York
$10.5M +$402K +14,173 +4%
VFA
452
Voya Financial Advisors
Connecticut
$10.4M -$569K -20,035 -5%
BC
453
Brinker Capital
Pennsylvania
$10.3M +$739K +26,023 +8%
ADEF
454
Adams Diversified Equity Fund
Maryland
$10.3M
CA
455
Callahan Advisors
Texas
$10.2M +$316K +11,134 +3%
SIM
456
Sadoff Investment Management
Wisconsin
$10.2M +$276K +9,705 +3%
SPC
457
Sigma Planning Corp
Michigan
$10.2M +$1.27M +44,788 +15%
FNT
458
First National Trust
Pennsylvania
$10.2M +$11.6K +407 +0.1%
RIA
459
RPG Investment Advisory
California
$10.1M +$5.01M +176,464 +106%
LMGAM
460
Liberty Mutual Group Asset Management
Massachusetts
$10.1M -$5.05M -178,036 -34%
MYAM
461
Meiji Yasuda Asset Management
Japan
$10.1M +$125K +4,395 +1%
NLI
462
Nippon Life Insurance
Japan
$10.1M +$40K +1,409 +0.4%
SB
463
Simmons Bank
Arkansas
$10.1M +$1.62M +56,939 +20%
BBA
464
BLB&B Advisors
Pennsylvania
$10M +$320K +11,274 +3%
RIL
465
Rothschild Investment LLC
Illinois
$9.91M +$652K +22,978 +7%
AA
466
Apriem Advisors
California
$9.73M +$231K +8,149 +3%
GXMC
467
Global X Management Company
New York
$9.72M +$368K +12,947 +4%
NCM
468
Novare Capital Management
North Carolina
$9.7M +$3.89M +137,094 +72%
OI
469
Oakbrook Investments
Illinois
$9.62M -$1.98M -69,841 -18%
FCMC
470
Founders Capital Management (Connecticut)
Connecticut
$9.62M +$499K +17,593 +6%
PFPT
471
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.51M +$1.7M +59,842 +23%
DC
472
Davenport & Co
Virginia
$9.46M +$45.4K +1,598 +0.5%
LDB
473
Lee, Danner & Bass
Tennessee
$9.46M -$36.3K -1,277 -0.4%
ACC
474
Accident Compensation Corp
New Zealand
$9.44M -$319K -11,254 -3%
PTC
475
Philadelphia Trust Company
Pennsylvania
$9.43M -$47.5K -1,672 -0.5%

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.