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2,314 hedge funds and large institutions have $124B invested in AT&T in 2019 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 1,150 increasing their positions, 875 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 1,150 | Existing positions reduced: 875

10% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 115

10% more capital invested

Capital invested by funds: $112B → $124B (+$11.4B)

10% more funds holding in top 10

Funds holding in top 10: 122134 (+12)

4% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.77B

0.56% less ownership

Funds ownership: 72.37%71.81% (-0.56%)

1% less funds holding

Funds holding: 2,3282,314 (-14)

Holders
2,314
Holders Change
-14
Holders Change %
-0.6%
% of All Funds
50.09%
Holding in Top 10
134
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.84%
% of All Funds
2.9%
New
127
Increased
1,150
Reduced
875
Closed
115
Calls
$1.84B
Puts
$1.77B
Net Calls
+$67.8M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
601
Brown Brothers Harriman & Co
New York
$5.95M +$378K +16,421 +7%
CWG
602
Cornerstone Wealth Group
North Carolina
$5.95M +$5.78M +251,067 New
SLI
603
Sumitomo Life Insurance
Japan
$5.95M -$653K -28,386 -10%
FFBTD
604
First Financial Bank - Trust Division
Ohio
$5.93M +$328K +14,248 +6%
PAM
605
Palisade Asset Management
Minnesota
$5.91M -$45.7K -1,988 -0.8%
SHGA
606
Sand Hill Global Advisors
California
$5.88M -$1.52M -66,134 -21%
NAM
607
North American Management
Massachusetts
$5.88M +$553K +24,056 +11%
SAM
608
SP Asset Management
California
$5.87M -$607K -26,394 -10%
Rockefeller Capital Management
609
Rockefeller Capital Management
New York
$5.87M +$3.24M +140,964 +132%
SBIA
610
Sheaff Brock Investment Advisors
Indiana
$5.87M +$139K +6,062 +3%
DAM
611
Delta Asset Management
Tennessee
$5.87M +$165K +7,166 +3%
FA
612
FDx Advisors
Illinois
$5.84M +$2.34M +101,688 +70%
LFAS
613
Level Four Advisory Services
Texas
$5.83M +$294K +12,790 +5%
CCM
614
Covington Capital Management
California
$5.83M -$336K -14,598 -6%
SCM
615
Stevens Capital Management
Pennsylvania
$5.78M -$26.4M -1,146,202 -82%
IWA
616
IBEX Wealth Advisors
New Jersey
$5.74M +$1.7M +73,901 +44%
SWM
617
Stockman Wealth Management
Montana
$5.7M +$51.2K +2,224 +0.9%
CAM
618
Carret Asset Management
New York
$5.68M +$3.91K +170 +0.1%
DY
619
Dowling & Yahnke
California
$5.64M +$265K +11,540 +5%
FCBT
620
First Citizens Bank & Trust
North Carolina
$5.62M -$253K -11,014 -4%
KCM
621
Kempner Capital Management
Texas
$5.6M +$29K +1,262 +0.5%
BCWM
622
Bartlett & Co Wealth Management
Ohio
$5.51M -$17.3K -754 -0.3%
BC
623
Bartlett & Co
Ohio
$5.51M -$17.3K -754 -0.3%
HR
624
Howe & Rusling
New York
$5.46M +$1.21M +52,499 +29%
MBTD
625
Mechanics Bank - Trust Department
California
$5.43M +$58K +2,520 +1%

T Hedge Fund Activity: Q1 2019 in Review

2,314 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2019, worth a combined $124B — up 10% from $112B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new T positions and 115 closed out — a net gain of 12 holders — while 1,150 added to existing stakes and 875 trimmed.

The largest buyer was State Street, adding an estimated $550M. The largest seller was T. Rowe Price Associates, cutting an estimated $490M.

  • 2,314 institutional investors held AT&T (T) as of Q1 2019, down from 2,328 in Q4 2018.
  • Funds reported $124B of AT&T stock for Q1 2019, up 10% quarter-over-quarter.
  • 127 funds opened new AT&T positions in Q1 2019 and 115 closed out, a net change of +12 holders.
  • The largest AT&T buyer in Q1 2019 was State Street, an estimated $550M added.
  • The largest AT&T seller in Q1 2019 was T. Rowe Price Associates, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2019.