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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
601
IBEX Wealth Advisors
New Jersey
$6.64M +$48.4K +1,977 +0.8%
PCC
602
Park Circle Company
Maryland
$6.61M -$921K -37,602 -13%
SBIA
603
Sheaff Brock Investment Advisors
Indiana
$6.53M -$60.2K -2,459 -0.9%
CAM
604
Carret Asset Management
New York
$6.5M +$194K +7,938 +3%
WSCM
605
Wellington Shields Capital Management
New York
$6.44M +$436K +17,801 +8%
FFBTD
606
First Financial Bank - Trust Division
Ohio
$6.42M -$7.08K -289 -0.1%
AIP
607
Ameritas Investment Partners
Nebraska
$6.42M -$1.01M -41,296 -14%
FLPIM
608
F.L. Putnam Investment Management
Massachusetts
$6.41M -$2.7M -110,384 -30%
PCA
609
Private Capital Advisors
Connecticut
$6.41M +$835K +34,102 +16%
MSE
610
MUFG Securities EMEA
United Kingdom
$6.41M +$527K +21,525 +9%
FBB
611
Fulton Breakefield Broenniman
Maryland
$6.39M +$31.5K +1,284 +0.5%
GH
612
GAM Holding
Switzerland
$6.36M +$1.03M +42,241 +20%
DY
613
Dowling & Yahnke
California
$6.35M -$104K -4,254 -2%
BOH
614
Bank of Hawaii
Hawaii
$6.33M -$421K -17,201 -6%
CC
615
ClearArc Capital
Ohio
$6.31M +$68.6K +2,800 +1%
VanEck Associates
616
VanEck Associates
New York
$6.28M +$465K +18,990 +8%
DAM
617
Delta Asset Management
Tennessee
$6.28M +$554K +22,614 +10%
IAA
618
Independent Advisor Alliance
North Carolina
$6.27M +$30.9K +1,262 +0.5%
AI
619
Atria Investments
North Carolina
$6.24M -$454K -18,524 -7%
LDB
620
Lee, Danner & Bass
Tennessee
$6.21M -$438K -17,901 -7%
EB
621
Eastern Bank
Massachusetts
$6.17M +$877K +35,805 +17%
IA
622
Icon Advisers
Colorado
$6.17M +$3.23M +132,003 +119%
PFS
623
Prospera Financial Services
Texas
$6.11M -$564K -23,027 -9%
SCA
624
Spearhead Capital Advisors
Florida
$6.11M +$2.82M +115,183 +94%
HR
625
Howe & Rusling
New York
$6.11M +$283K +11,547 +5%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.