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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
BFA
626
Bragg Financial Advisors
North Carolina
$5.85M +$91.3K +3,216 +2%
TMAM
627
Tokio Marine Asset Management
Japan
$5.84M -$598K -21,082 -10%
BAM
628
Barrett Asset Management
New York
$5.84M +$48.9K +1,721 +0.9%
OIM
629
Opus Investment Management
Massachusetts
$5.84M
APP
630
Avantax Planning Partners
Iowa
$5.83M +$35.5K +1,251 +0.6%
LFAS
631
Level Four Advisory Services
Texas
$5.81M +$1.09M +38,565 +24%
FIM
632
Frontier Investment Management
Texas
$5.74M +$75.1K +2,645 +1%
BO
633
Bank OZK
Arkansas
$5.73M -$80.9K -2,851 -1%
TNB
634
Thomasville National Bank
Georgia
$5.73M +$1.15M +40,590 +27%
ONB
635
Old National Bancorp
Indiana
$5.72M -$75.6K -2,664 -1%
CONA
636
Capital One National Association
New York
$5.69M -$62.6K -2,205 -1%
AT
637
Arden Trust
Delaware
$5.65M -$175K -6,176 -3%
SFM
638
Systematic Financial Management
New Jersey
$5.64M +$2.84M +99,954 +110%
AMG
639
Advisors Management Group
Wisconsin
$5.61M +$9.6K +338 +0.2%
KCM
640
Kempner Capital Management
Texas
$5.59M +$151K +5,332 +3%
CIM
641
Cambria Investment Management
California
$5.59M +$347K +12,233 +7%
GP
642
Girard Partners
Pennsylvania
$5.58M +$8.23K +290 +0.2%
SCM
643
Shelton Capital Management
Colorado
$5.55M -$82.3K -2,899 -2%
DAS
644
Dynamic Advisor Solutions
Arizona
$5.54M -$123K -4,320 -2%
WC
645
Whitney & Co
New York
$5.5M
LW
646
Linscomb Wealth
Texas
$5.49M +$141K +4,954 +3%
MYLI
647
Meiji Yasuda Life Insurance
Japan
$5.48M +$3.75K +132 +0.1%
NB
648
NBT Bank
New York
$5.45M +$12.1K +426 +0.2%
JFGIW
649
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.42M +$170K +6,001 +3%
NFG
650
Next Financial Group
Texas
$5.41M -$2.9M -102,198 -34%

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.