We are live on ! Find out more

2,302 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
SLI
601
Sumitomo Life Insurance
Japan
$6.72M +$1.02M +40,679 +17%
GA
602
GFS Advisors
Texas
$6.68M -$94.9K -3,780 -1%
WIC
603
Woodmont Investment Counsel
Tennessee
$6.67M +$1.08M +42,960 +19%
MCIM
604
Meadow Creek Investment Management
Georgia
$6.65M -$5.07M -201,969 -42%
EM
605
Excalibur Management
Massachusetts
$6.64M +$497K +19,794 +8%
CIC
606
Carnegie Investment Counsel
Ohio
$6.63M -$1.27M -50,488 -16%
CCMD
607
Cypress Capital Management (Delaware)
Delaware
$6.62M -$163K -6,501 -2%
FA
608
FDx Advisors
Illinois
$6.61M -$1.45M -57,758 -17%
DP
609
DDD Partners
Washington
$6.59M +$74.8K +2,980 +1%
PFS
610
Prospera Financial Services
Texas
$6.55M +$304K +12,112 +5%
LFAS
611
Level Four Advisory Services
Texas
$6.53M +$705K +28,084 +12%
KCM
612
Kanawha Capital Management
Virginia
$6.53M +$514K +20,492 +8%
AMG
613
Advisors Management Group
Wisconsin
$6.5M +$1.53M +60,932 +29%
ACG
614
Allen Capital Group
Nebraska
$6.5M +$224K +8,942 +3%
BOH
615
Bank of Hawaii
Hawaii
$6.46M +$84.7K +3,373 +1%
Wolverine Trading
616
Wolverine Trading
Illinois
$6.46M
BRWA
617
B. Riley Wealth Advisors
Florida
$6.44M +$1.62M +64,438 +32%
KFP
618
Keystone Financial Planning
Ohio
$6.44M +$119K +4,756 +2%
PCM
619
Palouse Capital Management
Washington
$6.42M +$1.3M +51,960 +24%
AF
620
Ally Financial
Michigan
$6.42M +$3.82M +152,260 +135%
ACM
621
Accipiter Capital Management
Florida
$6.42M +$6.65M +264,800 New
EDRH
622
Edmond de Rothschild Holding
Switzerland
$6.42M -$290K -11,537 -4%
ZCA
623
Zeke Capital Advisors
Pennsylvania
$6.41M +$586K +23,359 +10%
AI
624
Atria Investments
North Carolina
$6.41M +$851K +33,918 +15%
BCM
625
Buckhead Capital Management
Georgia
$6.38M +$27.4K +1,093 +0.4%

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.