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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
SHCM
601
Stokes & Hubbell Capital Management
Louisiana
$6.21M +$3.01M +105,975 +102%
PA
602
Profund Advisors
Maryland
$6.19M -$230K -8,105 -4%
CC
603
ClearArc Capital
Ohio
$6.18M +$264K +9,302 +5%
MBTD
604
Mechanics Bank - Trust Department
California
$6.16M -$113K -3,970 -2%
KFC
605
Klingenstein Fields & Co
New York
$6.14M +$2.25M +79,380 +62%
NRS
606
Neville Rodie & Shaw
New York
$6.11M -$172K -6,044 -3%
CA
607
Cornerstone Advisors
North Carolina
$6.1M +$752K +26,480 +15%
NC
608
Northpointe Capital
Michigan
$6.09M -$2.11M -74,316 -27%
PCM
609
Palouse Capital Management
Washington
$6.08M -$95.3K -3,357 -2%
BHC
610
Bowen Hanes & Co
Florida
$6.06M -$15.2M -537,021 -72%
RWM
611
Rench Wealth Management
Texas
$6.05M -$41.8K -1,472 -0.7%
BRWA
612
B. Riley Wealth Advisors
Florida
$6.02M +$369K +13,011 +7%
Mariner
613
Mariner
Kansas
$6.01M +$315K +11,080 +6%
OPTFSNA
614
Old Point Trust & Financial Services N A
Virginia
$6M -$20.7K -728 -0.4%
MPM
615
Meritage Portfolio Management
Kansas
$5.98M +$1.37M +48,216 +31%
LIC
616
Lodestar Investment Counsel
Illinois
$5.97M -$61.8K -2,177 -1%
FNB
617
Farmers National Bank
Kentucky
$5.97M -$285K -10,032 -5%
SFS
618
Sowell Financial Services
Arkansas
$5.95M +$378K +13,301 +6%
BFIM
619
Beese Fulmer Investment Management
Ohio
$5.94M -$55.6K -1,959 -1%
AMIM
620
Aull & Monroe Investment Management
Alabama
$5.92M -$9.82K -346 -0.2%
BRCM
621
Bright Rock Capital Management
Massachusetts
$5.92M
PCMI
622
Princeton Capital Management Inc
New Jersey
$5.91M +$946K +33,309 +20%
OMCS
623
Old Mutual Customised Solutions
South Africa
$5.9M +$203K +7,150 +4%
HCM
624
Harvey Capital Management
Florida
$5.88M -$47K -1,655 -0.8%
CPP
625
Crow Point Partners
Massachusetts
$5.86M

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.