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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
MHI
501
Miller Howard Investments
New York
$9.55M +$2.95M +120,421 +47%
BC
502
Burney Company
Virginia
$9.42M -$1.1M -44,704 -11%
OI
503
Oakbrook Investments
Illinois
$9.42M +$48.6K +1,984 +0.5%
NCM
504
Novare Capital Management
North Carolina
$9.37M +$379K +15,458 +4%
RIA
505
RPG Investment Advisory
California
$9.35M +$254K +10,368 +3%
UIM
506
USS Investment Management
United Kingdom
$9.32M
GHCM
507
Glen Harbor Capital Management
California
$9.31M +$840K +34,303 +10%
FMBTD
508
First Midwest Bank Trust Division
Illinois
$9.28M +$527K +21,528 +6%
DC
509
Davenport & Co
Virginia
$9.26M -$161K -6,568 -2%
V
510
Veritable
Delaware
$9.05M -$134K -5,488 -2%
DP
511
DDD Partners
Washington
$9.01M +$2.04M +83,346 +31%
SIM
512
Sadoff Investment Management
Wisconsin
$8.94M +$234K +9,566 +3%
SGCA
513
Steel Grove Capital Advisors
Tennessee
$8.88M +$1.34M +54,596 +18%
AA
514
Apriem Advisors
California
$8.81M +$312K +12,735 +4%
Credit Agricole
515
Credit Agricole
France
$8.81M +$1.43M +58,574 +20%
NC
516
Nicholas Company
Wisconsin
$8.72M +$51.9K +2,118 +0.6%
CAPTRUST Financial Advisors
517
CAPTRUST Financial Advisors
North Carolina
$8.66M +$1.22M +49,975 +17%
EA
518
Evanston Advisors
Illinois
$8.64M +$209K +8,551 +3%
SGI
519
Summit Global Investments
Utah
$8.64M -$46.5K -1,899 -0.6%
Marshall Wace
520
Marshall Wace
United Kingdom
$8.63M -$2.64M -107,896 -24%
WAM
521
Weatherly Asset Management
California
$8.61M +$232K +9,468 +3%
FNBOO
522
First National Bank of Omaha
Nebraska
$8.56M +$1.57K +64 +0%
RMA
523
Roffman Miller Associates
Pennsylvania
$8.51M +$1.07M +43,838 +15%
PP
524
Palladium Partners
Virginia
$8.47M -$9.22M -376,508 -53%
SHGA
525
Sand Hill Global Advisors
California
$8.36M +$3.81M +155,438 +89%

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.