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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
SCI
501
S&CO Inc
Massachusetts
$7.83M -$186K -6,681 -2%
GCAC
502
Guardian Capital Advisors (Canada)
Ontario, Canada
$7.79M +$66.9K +2,403 +0.8%
DA
503
Denali Advisors
California
$7.77M +$8.03M +288,500 New
JC
504
Jacobs & Co
California
$7.76M +$47.9K +1,720 +0.6%
BC
505
Burney Company
Virginia
$7.72M -$509K -18,305 -6%
NSIM
506
North Star Investment Management
Illinois
$7.72M -$61.3K -2,201 -0.8%
MAA
507
Matrix Asset Advisors
New York
$7.72M +$1.54M +55,511 +24%
FMII
508
Farmers & Merchants Investments Inc
Nebraska
$7.63M -$47.2K -1,696 -0.6%
ED
509
Exane Derivatives
France
$7.62M +$7.11M +255,367 +903%
VC
510
Vestor Capital
Illinois
$7.56M +$810K +29,095 +12%
LDB
511
Lee, Danner & Bass
Tennessee
$7.54M -$276K -9,907 -3%
AIP
512
Ameritas Investment Partners
Nebraska
$7.53M +$8.96K +322 +0.1%
GA
513
GFS Advisors
Texas
$7.52M +$1.48M +53,280 +24%
CCMD
514
Cypress Capital Management (Delaware)
Delaware
$7.52M -$4.93M -177,211 -39%
WSFS
515
Wilmington Savings Fund Society
Delaware
$7.5M +$189K +6,800 +3%
EDRH
516
Edmond de Rothschild Holding
Switzerland
$7.43M +$2.21M +79,582 +40%
CCG
517
Cypress Capital Group
Florida
$7.43M -$391K -14,035 -5%
Bessemer Group
518
Bessemer Group
New Jersey
$7.42M -$5.58M -200,413 -42%
KFC
519
Klingenstein Fields & Co
New York
$7.41M -$349K -12,547 -4%
BFA
520
Beaumont Financial Advisors
Massachusetts
$7.38M +$321K +11,540 +4%
TAM
521
Tyers Asset Management
Texas
$7.33M -$48.3K -1,737 -0.6%
CB
522
Chemical Bank
Michigan
$7.33M -$522K -18,759 -6%
RBA
523
Richard Bernstein Advisors
New York
$7.28M
AL
524
AJO LP
Pennsylvania
$7.27M -$1.25M -44,861 -14%
Jacobs Levy Equity Management
525
Jacobs Levy Equity Management
New Jersey
$7.27M -$17.9M -644,326 -70%

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.