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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
BCM
501
Brookstone Capital Management
Illinois
$8.51M +$476K +16,752 +6%
BHWM
502
Bar Harbor Wealth Management
New Hampshire
$8.51M -$167K -5,881 -2%
AIP
503
Ameritas Investment Partners
Nebraska
$8.47M -$3.78K -133 -0%
JC
504
Jacobs & Co
California
$8.47M +$98.5K +3,469 +1%
WAM
505
Weatherly Asset Management
California
$8.44M +$211K +7,436 +3%
TAM
506
Tyers Asset Management
Texas
$8.4M -$3.7M -130,218 -31%
RMA
507
Roffman Miller Associates
Pennsylvania
$8.38M +$407K +14,349 +5%
Mirae Asset Global Investments
508
Mirae Asset Global Investments
South Korea
$8.31M +$1.07M +37,717 +16%
YMRC
509
Yorktown Management & Research Company
Virginia
$8.28M
DG
510
Davidson & Garrard
Virginia
$8.26M -$170K -5,979 -2%
CIA
511
CCM Investment Advisers
South Carolina
$8.24M +$157K +5,544 +2%
MHC
512
Meyer Handelman Company
New York
$8.23M +$630K +22,177 +9%
PAM
513
PineView Asset Management
Connecticut
$8.23M -$27.8M -978,926 -78%
BFA
514
Beaumont Financial Advisors
Massachusetts
$8.22M +$254K +8,959 +3%
BOH
515
Bank of Hawaii
Hawaii
$8.22M -$825K -29,061 -9%
HR
516
Howe & Rusling
New York
$8.22M +$145K +5,091 +2%
AI
517
Atria Investments
North Carolina
$8.21M +$402K +14,178 +5%
HC
518
Hampstead Capital
United Kingdom
$8.19M -$22.5K -794 -0.3%
SLI
519
Sumitomo Life Insurance
Japan
$8.16M -$290K -10,219 -4%
CAM
520
Close Asset Management
United Kingdom
$8.15M -$5.6M -197,300 -42%
FHA
521
First Horizon Advisors
Tennessee
$8.15M +$4.68M +164,819 +149%
FMII
522
Farmers & Merchants Investments Inc
Nebraska
$8.14M -$177K -6,240 -2%
EA
523
Evanston Advisors
Illinois
$8.13M +$99.1K +3,492 +1%
W
524
Wealthfront
California
$8.12M -$18.8K -662 -0.2%
RW
525
Rand Wealth
Maryland
$8.1M +$88.6K +3,122 +1%

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.