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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
MBTD
601
Mechanics Bank - Trust Department
California
$5.72M -$71.4K -2,564 -1%
CIC
602
Cornercap Investment Counsel
Georgia
$5.7M -$23.3K -838 -0.4%
MCM
603
Murphy Capital Management
New Jersey
$5.67M -$218K -7,833 -4%
OIM
604
Opus Investment Management
Massachusetts
$5.63M
EB
605
Eastern Bank
Massachusetts
$5.61M -$98.1K -3,526 -2%
CC
606
ClearArc Capital
Ohio
$5.59M +$18.4K +662 +0.3%
OPTFSNA
607
Old Point Trust & Financial Services N A
Virginia
$5.58M +$127K +4,558 +2%
SAM
608
Silvercrest Asset Management
New York
$5.57M -$7.29K -262 -0.1%
CA
609
Cullinan Associates
Kentucky
$5.57M -$276K -9,930 -5%
AMG
610
Advisors Management Group
Wisconsin
$5.56M -$15.1K -543 -0.3%
PCM
611
Princeton Capital Management
New Jersey
$5.55M -$70.9K -2,546 -1%
CA
612
Cornerstone Advisors
North Carolina
$5.55M
HAI
613
Hennessy Advisors Inc
California
$5.54M +$1.19M +42,898 +26%
BSA
614
Braun Stacey Associates
New York
$5.54M -$268K -9,646 -4%
VFA
615
Valeo Financial Advisors
Indiana
$5.52M +$1.1M +39,615 +24%
PCC
616
Park Circle Company
Maryland
$5.52M
RWM
617
Rench Wealth Management
Texas
$5.51M -$25.9K -930 -0.5%
MDCM
618
Morgan Dempsey Capital Management
Wisconsin
$5.49M +$29K +1,041 +0.5%
BHWM
619
Bar Harbor Wealth Management
New Hampshire
$5.46M -$2.1M -75,565 -27%
Point72 Asset Management
620
Point72 Asset Management
Connecticut
$5.44M -$18.4M -661,971 -77%
IC
621
Intersect Capital
California
$5.43M -$82.7K -2,970 -1%
LW
622
Linscomb Wealth
Texas
$5.43M +$119K +4,292 +2%
BA
623
Boston Advisors
Massachusetts
$5.43M -$8.01M -287,766 -59%
BRWA
624
B. Riley Wealth Advisors
Florida
$5.42M -$803K -28,842 -13%
BAM
625
Barrett Asset Management
New York
$5.42M -$16.2K -581 -0.3%

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.