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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
UOC
476
UBS O'Connor
Illinois
$10.5M +$10.1M +413,419 New
VFA
477
Voya Financial Advisors
Connecticut
$10.5M +$432K +17,643 +4%
DWM
478
Doyle Wealth Management
Florida
$10.5M +$8.27M +337,736 +454%
ACC
479
Accident Compensation Corp
New Zealand
$10.4M -$324K -13,240 -3%
KRS
480
Kentucky Retirement Systems
Kentucky
$10.4M +$30.5K +1,246 +0.3%
AIL
481
AGF Investments LLC
Ontario, Canada
$10.4M -$4.12M -168,225 -29%
MLM
482
Mount Lucas Management
Pennsylvania
$10.4M +$10M +408,586 New
AWM
483
AE Wealth Management
Kansas
$10.3M +$2.47M +100,843 +33%
CAM
484
Centre Asset Management
New York
$10.3M +$3.7M +151,002 +59%
SPIA
485
Steward Partners Investment Advisory
New York
$10.3M -$3.96M -161,807 -29%
RFM
486
Royal Fund Management
Florida
$10.3M -$171K -6,999 -2%
BC
487
Brinker Capital
Pennsylvania
$10.2M +$223K +9,124 +2%
MC
488
Moors & Cabot
Massachusetts
$10.2M +$148K +6,051 +2%
TTWM
489
TCV Trust & Wealth Management
Virginia
$10.1M -$181K -7,401 -2%
LS
490
Livforsakringsbolaget Skandia
Sweden
$9.98M -$3.53M -144,184 -27%
ATC
491
Argent Trust Co
Tennessee
$9.93M -$33.7K -1,374 -0.3%
NSIM
492
North Star Investment Management
Illinois
$9.86M +$1.2M +49,096 +14%
MAA
493
Matrix Asset Advisors
New York
$9.84M +$1.88M +76,930 +25%
SPC
494
Sigma Planning Corp
Michigan
$9.83M +$1.23M +50,240 +15%
HAM
495
Hillswick Asset Management
Connecticut
$9.82M +$6.74M +275,107 +245%
LMGAM
496
Liberty Mutual Group Asset Management
Massachusetts
$9.81M
APFBOT
497
Amica Pension Fund Board of Trustees
Rhode Island
$9.76M
HC
498
Hourglass Capital
Texas
$9.57M -$885K -36,132 -9%
SWM
499
SeaCrest Wealth Management
New York
$9.55M +$585K +23,862 +7%
SPC
500
Salient Private Client
Texas
$9.55M -$105K -4,268 -1%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.