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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
DP
526
DDD Partners
Washington
$7.24M +$318K +11,442 +4%
CSIC
527
Clifford Swan Investment Counsel
California
$7.15M -$146K -5,250 -2%
BOH
528
Bank of Hawaii
Hawaii
$7.09M -$153K -5,488 -2%
HC
529
Hampstead Capital
United Kingdom
$7.07M +$206K +7,415 +3%
BCM
530
Buckhead Capital Management
Georgia
$7.05M +$273K +9,811 +4%
MHI
531
Miller Howard Investments
New York
$7.04M +$6.96K +250 +0.1%
FBB
532
Fulton Breakefield Broenniman
Maryland
$7.02M +$6.82K +245 +0.1%
KFP
533
Keystone Financial Planning
Ohio
$7.02M +$174K +6,239 +2%
SIP
534
Stoneridge Investment Partners
Pennsylvania
$7.01M +$504K +18,118 +7%
FCBT
535
First Citizens Bank & Trust
North Carolina
$6.99M -$655K -23,520 -8%
NIPH
536
NN Investment Partners Holdings
Netherlands
$6.98M -$7.86M -282,370 -52%
ACG
537
Allen Capital Group
Nebraska
$6.97M +$180K +6,484 +3%
MJRIC
538
Mogy Joel R Investment Counsel
California
$6.94M -$265K -9,538 -4%
PFS
539
Prospera Financial Services
Texas
$6.92M +$891K +32,029 +14%
TCM
540
Tufton Capital Management
Maryland
$6.92M -$31.2K -1,121 -0.4%
W
541
Wealthfront
California
$6.91M +$683K +24,550 +11%
IWA
542
IBEX Wealth Advisors
New Jersey
$6.91M -$23.2K -833 -0.3%
IMOV
543
Investment Management of Virginia
Virginia
$6.88M -$20.1K -723 -0.3%
CAM
544
Close Asset Management
United Kingdom
$6.87M -$256K -9,187 -3%
EM
545
Excalibur Management
Massachusetts
$6.84M -$56.3K -2,024 -0.8%
TBA
546
Tower Bridge Advisors
Pennsylvania
$6.82M -$415K -14,910 -6%
II
547
IFM Investors
Australia
$6.8M +$683K +24,543 +11%
CAPTRUST Financial Advisors
548
CAPTRUST Financial Advisors
North Carolina
$6.79M -$206K -7,384 -3%
OMCS
549
Old Mutual Customised Solutions
South Africa
$6.71M +$1.53M +54,946 +28%
KCM
550
Kanawha Capital Management
Virginia
$6.7M +$87.8K +3,155 +1%

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.