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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
Swiss National Bank
26
Swiss National Bank
Switzerland
$949M -$36.5M -1,337,240 -4%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$932M +$31.1M +1,137,367 +4%
Lazard Asset Management
28
Lazard Asset Management
New York
$917M +$334M +12,235,688 +64%
TCIM
29
TIAA CREF Investment Management
New York
$884M -$129M -4,708,802 -14%
UBS AM
30
UBS AM
Illinois
$791M -$5.01M -183,483 -0.7%
LSV Asset Management
31
LSV Asset Management
Illinois
$776M -$22.4M -820,384 -3%
Macquarie Group
32
Macquarie Group
Australia
$756M +$224K +8,185 +0%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$719M +$5.47M +200,190 +0.8%
UBS Group
34
UBS Group
Switzerland
$710M +$11.4M +417,025 +2%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$646M +$3.6K +132 +0%
Allianz Asset Management
36
Allianz Asset Management
Germany
$638M +$46M +1,683,921 +8%
American Century Companies
37
American Century Companies
Missouri
$618M +$272M +9,976,861 +90%
PPA
38
Parametric Portfolio Associates
Washington
$604M -$12.8M -467,446 -2%
AIG
39
American International Group
New York
$603M +$98.8M +3,619,513 +21%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$602M +$826K +30,253 +0.1%
TA
41
Teachers Advisors
New York
$559M -$80.3M -2,942,162 -13%
Barclays
42
Barclays
United Kingdom
$547M +$165M +6,053,590 +48%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$543M -$15.7M -575,723 -3%
AAMU
44
Amundi Asset Management US
Massachusetts
$536M +$334M +12,213,999 +203%
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$532M -$285K -10,427 -0.1%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$496M -$6.92M -253,435 -1%
Barrow, Hanley, Mewhinney & Strauss
47
Barrow, Hanley, Mewhinney & Strauss
Texas
$480M -$90.2M -3,303,908 -17%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$462M +$33.7M +1,235,946 +9%
RJA
49
Raymond James & Associates
Florida
$455M +$38.3M +1,402,946 +10%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$453M +$131M +4,789,102 +45%

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.