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1,981 hedge funds and large institutions have $130B invested in AT&T in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 911 increasing their positions, 802 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 82

14% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 802

0% less funds holding

Funds holding: 1,9851,981 (-4)

0.38% less ownership

Funds ownership: 74.41%74.03% (-0.38%)

10% less capital invested

Capital invested by funds: $143B → $130B (-$13.7B)

38% less funds holding in top 10

Funds holding in top 10: 240150 (-90)

39% less call options, than puts

Call options by funds: $1.93B | Put options by funds: $3.14B

Holders
1,981
Holders Change
-4
Holders Change %
-0.2%
% of All Funds
49.38%
Holding in Top 10
150
Holding in Top 10 Change
-90
Holding in Top 10 Change %
-37.5%
% of All Funds
3.74%
New
96
Increased
911
Reduced
802
Closed
82
Calls
$1.93B
Puts
$3.14B
Net Calls
-$1.21B
Net Calls Change
-$2B
Name Holding Trade Value Shares
Change
Change in
Stake
LIC
601
Lodestar Investment Counsel
Illinois
$5.82M -$32.1K -1,088 -0.5%
PG
602
Pendal Group
Australia
$5.81M +$6.01M +203,950 New
OPTFSNA
603
Old Point Trust & Financial Services N A
Virginia
$5.8M +$80.4K +2,728 +1%
BFIM
604
Beese Fulmer Investment Management
Ohio
$5.78M -$49K -1,663 -0.8%
SGI
605
Summit Global Investments
Utah
$5.77M -$146K -4,949 -2%
SIP
606
Stoneridge Investment Partners
Pennsylvania
$5.75M -$5.81K -197 -0.1%
AMIM
607
Aull & Monroe Investment Management
Alabama
$5.72M +$88 +3 +0%
HCM
608
Harvey Capital Management
Florida
$5.71M +$3.8K +129 +0.1%
BRCM
609
Bright Rock Capital Management
Massachusetts
$5.7M
PFS
610
Prospera Financial Services
Texas
$5.7M -$321K -10,875 -5%
CC
611
ClearArc Capital
Ohio
$5.69M +$22.8K +774 +0.4%
OA
612
Oxbow Advisors
Texas
$5.68M +$403K +13,664 +7%
CPP
613
Crow Point Partners
Massachusetts
$5.64M -$85.9K -2,915 -1%
OIM
614
Opus Investment Management
Massachusetts
$5.62M
AT
615
Arden Trust
Delaware
$5.62M -$64.5K -2,187 -1%
BO
616
Bank OZK
Arkansas
$5.6M -$362K -12,268 -6%
ONB
617
Old National Bancorp
Indiana
$5.58M -$492K -16,692 -8%
APP
618
Avantax Planning Partners
Iowa
$5.58M +$332K +11,253 +6%
BAM
619
Barrett Asset Management
New York
$5.58M +$17.1K +581 +0.3%
WRF
620
Waddell & Reed Financial
Kansas
$5.56M -$2.12M -71,986 -27%
BFA
621
Bragg Financial Advisors
North Carolina
$5.54M -$304K -10,317 -5%
CONA
622
Capital One National Association
New York
$5.54M -$62.4K -2,118 -1%
WC
623
Whitney & Co
New York
$5.5M +$136K +4,615 +2%
OMCS
624
Old Mutual Customised Solutions
South Africa
$5.48M +$164K +5,561 +3%
BG
625
Bahl & Gaynor
Ohio
$5.48M -$294K -9,984 -5%

T Hedge Fund Activity: Q2 2017 in Review

1,981 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2017, worth a combined $130B — down 9.5% from $143B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new T positions and 82 closed out — a net gain of 14 holders — while 911 added to existing stakes and 802 trimmed.

The largest buyer was Vanguard Group, adding an estimated $353M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $365M sold.

  • 1,981 institutional investors held AT&T (T) as of Q2 2017, down from 1,985 in Q1 2017.
  • Funds reported $130B of AT&T stock for Q2 2017, down 9.5% quarter-over-quarter.
  • 96 funds opened new AT&T positions in Q2 2017 and 82 closed out, a net change of +14 holders.
  • The largest AT&T buyer in Q2 2017 was Vanguard Group, an estimated $353M added.
  • The largest AT&T seller in Q2 2017 was Arrowstreet Capital, an estimated $365M sold.

Based on aggregated 13F filings for Q2 2017.