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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
Charles Schwab
26
Charles Schwab
California
$941M +$25.1M +882,552 +3%
Nordea Investment Management
27
Nordea Investment Management
Sweden
$906M +$238M +8,382,004 +38%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$905M +$32.7M +1,152,320 +4%
LSV Asset Management
29
LSV Asset Management
Illinois
$806M -$3.17M -111,813 -0.4%
UBS AM
30
UBS AM
Illinois
$802M +$20M +702,806 +3%
Macquarie Group
31
Macquarie Group
Australia
$761M -$11.1M -389,580 -1%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$719M -$3.53M -124,267 -0.5%
UBS Group
33
UBS Group
Switzerland
$703M +$28.7M +1,009,461 +4%
Prudential Financial
34
Prudential Financial
New Jersey
$683M +$70.3M +2,474,649 +12%
APG Asset Management
35
APG Asset Management
Netherlands
$666M +$3.15M +110,819 +0.5%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$651M -$4.74M -167,111 -0.8%
TA
37
Teachers Advisors
New York
$651M +$18.6M +655,742 +3%
PPA
38
Parametric Portfolio Associates
Washington
$622M +$15.9M +560,224 +3%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$605M -$8.94M -314,899 -2%
Allianz Asset Management
40
Allianz Asset Management
Germany
$593M -$9.05M -318,848 -2%
Barrow, Hanley, Mewhinney & Strauss
41
Barrow, Hanley, Mewhinney & Strauss
Texas
$582M -$45M -1,584,427 -7%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$565M -$20.4M -718,330 -4%
Lazard Asset Management
43
Lazard Asset Management
New York
$562M +$48.1M +1,694,769 +10%
Mitsubishi UFJ Trust & Banking
44
Mitsubishi UFJ Trust & Banking
Japan
$537M -$746K -26,287 -0.1%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$507M -$462K -16,264 -0.1%
AIG
46
American International Group
New York
$501M -$8.66M -304,966 -2%
CS
47
Credit Suisse
Switzerland
$431M -$4.45M -156,697 -1%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$429M -$30.8M -1,085,624 -7%
Principal Financial Group
49
Principal Financial Group
Iowa
$428M +$30.8M +1,083,724 +8%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$425M +$2.1M +74,145 +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.