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2,302 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
FMBTD
526
First Midwest Bank Trust Division
Illinois
$8.35M -$254K -10,101 -3%
SIM
527
Sadoff Investment Management
Wisconsin
$8.32M -$1.66K -66 -0%
SGI
528
Summit Global Investments
Utah
$8.31M -$5.99M -238,601 -41%
NC
529
Nicholas Company
Wisconsin
$8.29M +$951K +37,893 +12%
VIP
530
Vantage Investment Partners
Missouri
$8.26M -$1.68M -67,006 -16%
NSIM
531
North Star Investment Management
Illinois
$8.24M +$1.33M +52,918 +18%
FNBOO
532
First National Bank of Omaha
Nebraska
$8.18M -$1.5M -59,926 -15%
SPC
533
Sigma Planning Corp
Michigan
$8.18M -$104K -4,135 -1%
BCM
534
Brookstone Capital Management
Illinois
$8.16M +$321K +12,770 +4%
AA
535
Apriem Advisors
California
$8.12M -$96.1K -3,829 -1%
BBA
536
BLB&B Advisors
Pennsylvania
$8.11M -$212K -8,438 -2%
GHCM
537
Glen Harbor Capital Management
California
$8.07M -$6.16M -245,247 -42%
ELC
538
Edgar Lomax Company
Virginia
$8.07M +$68.1K +2,714 +0.8%
EA
539
Evanston Advisors
Illinois
$8.06M +$509K +20,287 +7%
WAM
540
Weatherly Asset Management
California
$8M +$247K +9,846 +3%
VFM
541
Viking Fund Management
North Dakota
$8M +$465K +18,536 +6%
CRA
542
Circle Road Advisors
New York
$7.98M +$8.26M +329,202 New
SGK
543
Steigerwald Gordon & Koch
Virginia
$7.97M +$170K +6,763 +2%
Arrowstreet Capital
544
Arrowstreet Capital
Massachusetts
$7.96M +$8.23M +328,058 New
MJRIC
545
Mogy Joel R Investment Counsel
California
$7.84M +$1.65M +65,616 +25%
WTC
546
WhitTier Trust Company
Nevada
$7.83M +$690K +27,490 +9%
CNB
547
Camden National Bank
Maine
$7.79M +$110K +4,375 +1%
CSIC
548
Clifford Swan Investment Counsel
California
$7.76M +$1.37M +54,405 +20%
SCI
549
S&CO Inc
Massachusetts
$7.74M +$708K +28,203 +10%
PCM
550
Prelude Capital Management
New York
$7.71M +$7.97M +317,692 New

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.