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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
TBA
626
Tower Bridge Advisors
Pennsylvania
$6.11M -$129K -5,284 -2%
VC
627
Vicus Capital
Pennsylvania
$6.04M -$127K -5,178 -2%
EP
628
Elkfork Partners
Oregon
$6.03M +$544K +22,195 +10%
W
629
Wealthfront
California
$5.99M -$411K -16,788 -7%
MBTD
630
Mechanics Bank - Trust Department
California
$5.98M +$508K +20,719 +10%
SA
631
Strategic Advisors
New York
$5.97M -$464K -18,960 -7%
BO
632
Bank OZK
Arkansas
$5.96M +$77.8K +3,177 +1%
VFA
633
Valeo Financial Advisors
Indiana
$5.96M +$436K +17,785 +7%
BBHC
634
Brown Brothers Harriman & Co
New York
$5.95M +$596K +24,316 +12%
PAM
635
Palisade Asset Management
Minnesota
$5.95M +$564K +23,037 +11%
WFMPM
636
Woodley Farra Manion Portfolio Management
Indiana
$5.93M +$1.54M +62,785 +37%
TCM
637
Tufton Capital Management
Maryland
$5.92M -$548K -22,365 -9%
BRCM
638
Bright Rock Capital Management
Massachusetts
$5.92M
SWM
639
Stockman Wealth Management
Montana
$5.92M +$306K +12,500 +6%
GIA
640
GHP Investment Advisors
Colorado
$5.92M +$152K +6,209 +3%
BC
641
Bartlett & Co
Ohio
$5.91M +$122 +5 +0%
BCWM
642
Bartlett & Co Wealth Management
Ohio
$5.91M +$122 +5 +0%
KCM
643
Kempner Capital Management
Texas
$5.91M +$1.1M +45,041 +24%
PT
644
Plimoth Trust
Massachusetts
$5.88M +$159K +6,489 +3%
MPM
645
Meritage Portfolio Management
Kansas
$5.88M -$45.3K -1,851 -0.8%
GAM
646
Griffin Asset Management
New York
$5.86M +$1.88M +76,862 +50%
SFPIA
647
Stevens First Principles Investment Advisors
California
$5.84M +$5.43M +221,793 +2,665%
OPCM
648
Osborne Partners Capital Management
California
$5.83M -$276K -11,279 -5%
HTC
649
Haverford Trust Company
Pennsylvania
$5.83M -$189K -7,731 -3%
BPB
650
Badgley, Phelps & Bell
Washington
$5.79M +$112K +4,569 +2%

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.