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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
CWM
551
Calamos Wealth Management
Illinois
$6.69M +$727K +26,106 +12%
FFBTD
552
First Financial Bank - Trust Division
Ohio
$6.68M -$57.1K -2,051 -0.8%
PTC
553
Philadelphia Trust Company
Pennsylvania
$6.68M +$136K +4,876 +2%
SCI
554
SkyBridge Capital II
New York
$6.67M -$2.49M -89,318 -27%
CAM
555
Carret Asset Management
New York
$6.65M -$121K -4,332 -2%
IP
556
Isthmus Partners
Wisconsin
$6.62M +$6.63M +238,170 +3,112%
CIA
557
CCM Investment Advisers
South Carolina
$6.6M +$173K +6,213 +3%
RIA
558
Regal Investment Advisors
Michigan
$6.56M +$284K +10,211 +4%
VV
559
Verity & Verity
South Carolina
$6.55M +$255K +9,163 +4%
WS
560
Wedbush Securities
California
$6.52M -$344K -12,372 -5%
TFA
561
Transamerica Financial Advisors
Florida
$6.52M -$125K -4,493 -2%
ZCA
562
Zeke Capital Advisors
Pennsylvania
$6.49M +$1.09M +39,078 +19%
LFAS
563
Level Four Advisory Services
Texas
$6.49M +$232K +8,318 +4%
Wolverine Trading
564
Wolverine Trading
Illinois
$6.46M -$12.1M -436,484 -65%
NAM
565
North American Management
Massachusetts
$6.4M +$40.4K +1,450 +0.6%
SLI
566
Sumitomo Life Insurance
Japan
$6.37M -$290K -10,420 -4%
FBP
567
Flippin Bruce & Porter
Virginia
$6.37M +$260K +9,343 +4%
HTC
568
Haverford Trust Company
Pennsylvania
$6.34M +$98.3K +3,533 +2%
EOJOAM
569
E. Ohman J:or Asset Management
Sweden
$6.33M -$184K -6,620 -3%
BO
570
Bank OZK
Arkansas
$6.33M -$457K -16,428 -7%
BCWM
571
Bartlett & Co Wealth Management
Ohio
$6.29M +$6.51M +233,769 New
BC
572
Bartlett & Co
Ohio
$6.29M -$804K -28,890 -11%
BBHC
573
Brown Brothers Harriman & Co
New York
$6.29M +$143K +5,147 +2%
BRCM
574
Bright Rock Capital Management
Massachusetts
$6.29M +$921K +33,100 +17%
SA
575
Strategic Advisors
New York
$6.27M -$206K -7,389 -3%

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.