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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
WWM
626
Willingdon Wealth Management
North Carolina
$5.32M -$685K -24,614 -11%
WIS
627
Wright Investors Service
Connecticut
$5.29M +$446K +16,037 +9%
MPM
628
Meritage Portfolio Management
Kansas
$5.29M -$85.4K -3,067 -2%
BFIM
629
Beese Fulmer Investment Management
Ohio
$5.25M -$28 -1 -0%
H
630
HoyleCohen
California
$5.24M +$46.8K +1,683 +0.9%
SHCM
631
Stokes & Hubbell Capital Management
Louisiana
$5.23M -$109K -3,916 -2%
CCFCSB
632
Cape Cod Five Cents Savings Bank
Massachusetts
$5.21M -$162K -5,828 -3%
ASN
633
Advisory Services Network
Georgia
$5.2M +$535K +19,240 +11%
AMIM
634
Aull & Monroe Investment Management
Alabama
$5.19M +$7.46K +268 +0.1%
PA
635
Profund Advisors
Maryland
$5.16M -$1.25M -44,951 -19%
IRF
636
IBM Retirement Fund
New York
$5.15M -$596K -21,414 -10%
BIAS
637
Beacon Investment Advisory Services
New Jersey
$5.14M +$566K +20,322 +12%
APA
638
American Portfolios Advisors
New York
$5.09M +$177K +6,364 +3%
PT
639
Plimoth Trust
Massachusetts
$5.08M +$13.5K +486 +0.3%
ATC
640
Argent Trust Co
Tennessee
$5.07M +$3.02M +108,679 +136%
KCM
641
Kempner Capital Management
Texas
$5.06M +$26.5K +953 +0.5%
FNB
642
Farmers National Bank
Kentucky
$5.05M -$389K -13,963 -7%
BIM
643
Bridges Investment Management
Nebraska
$5.04M +$2.96M +106,381 +132%
AT
644
Arden Trust
Delaware
$5.02M +$222K +7,981 +4%
KRSITF
645
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.01M -$829K -29,782 -14%
ONB
646
Old National Bancorp
Indiana
$5.01M -$98.4K -3,536 -2%
DAM
647
Delta Asset Management
Tennessee
$5.01M +$117K +4,194 +2%
EA
648
Edge Advisors
Georgia
$4.93M -$132K -4,757 -3%
CNBT
649
Canandaigua National Bank & Trust
New York
$4.92M +$415K +14,909 +9%
NC
650
Northpointe Capital
Michigan
$4.91M +$3.52M +126,626 +227%

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.