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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
NC
551
Nicholas Company
Wisconsin
$7.46M +$1.7K +60 +0%
EWM
552
Evercore Wealth Management
New York
$7.46M -$345K -12,162 -5%
CAM
553
Carret Asset Management
New York
$7.42M +$131K +4,600 +2%
WS
554
Wedbush Securities
California
$7.42M +$493K +17,360 +7%
TFA
555
Transamerica Financial Advisors
Florida
$7.4M -$189K -6,662 -3%
VC
556
Vestor Capital
Illinois
$7.34M +$2.94M +103,461 +71%
BCM
557
Buckhead Capital Management
Georgia
$7.3M -$2.11M -74,267 -23%
MCM
558
Murphy Capital Management
New Jersey
$7.27M +$73.1K +2,575 +1%
KCM
559
Kanawha Capital Management
Virginia
$7.24M +$55.2K +1,945 +0.8%
SPIA
560
Steward Partners Investment Advisory
New York
$7.14M +$253K +8,924 +4%
FB
561
Fulton Bank
Pennsylvania
$7.13M -$230K -8,107 -3%
IH
562
IFC Holdings
Florida
$7.12M +$281K +9,914 +4%
BAC
563
Boys Arnold & Co
North Carolina
$7.1M +$10K +354 +0.1%
MAA
564
Matrix Asset Advisors
New York
$7.09M +$186K +6,563 +3%
RBA
565
Richard Bernstein Advisors
New York
$7.07M
SGCA
566
Steel Grove Capital Advisors
Tennessee
$7.04M -$182K -6,399 -3%
CWM
567
Calamos Wealth Management
Illinois
$7.04M +$264K +9,297 +4%
SIP
568
Stoneridge Investment Partners
Pennsylvania
$7.01M +$995K +35,037 +17%
BBHC
569
Brown Brothers Harriman & Co
New York
$6.99M +$120K +4,219 +2%
BSA
570
Braun Stacey Associates
New York
$6.97M -$726K -25,589 -10%
UBWV
571
United Bank (West Virginia)
West Virginia
$6.95M +$171K +6,009 +3%
CSIC
572
Clifford Swan Investment Counsel
California
$6.85M +$195K +6,881 +3%
FBP
573
Flippin Bruce & Porter
Virginia
$6.85M -$63.7K -2,244 -1%
BIAS
574
Beacon Investment Advisory Services
New Jersey
$6.85M +$5.85M +206,179 +817%
1SB
575
1ST Source Bank
Indiana
$6.81M -$330K -11,637 -5%

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.