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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
MFBTD
651
MB Financial Bank - Trust Department
Illinois
$5.41M -$238K -8,391 -4%
TNBTD
652
Trustmark National Bank Trust Department
Mississippi
$5.41M -$159K -5,604 -3%
BG
653
Bahl & Gaynor
Ohio
$5.36M -$317K -11,150 -6%
PCM
654
Parsons Capital Management
Rhode Island
$5.34M -$5.71K -201 -0.1%
EFIC
655
Eliot Finkel Investment Counsel
California
$5.3M -$17.7K -623 -0.3%
PTC
656
Private Trust Company
Ohio
$5.27M -$99.1K -3,490 -2%
FWM
657
Frontier Wealth Management
Missouri
$5.27M +$13K +458 +0.3%
GG
658
Greenwood Gearhart
Arkansas
$5.26M +$549K +19,339 +12%
HJA
659
Hugh Johnson Advisors
New York
$5.25M +$553K +19,476 +12%
EA
660
Edge Advisors
Georgia
$5.24M +$902K +31,764 +22%
CANC
661
Culbertson A N & Co
Virginia
$5.23M +$54.9K +1,934 +1%
Cetera Investment Advisers
662
Cetera Investment Advisers
Illinois
$5.22M +$301K +10,597 +6%
CAM
663
Cubic Asset Management
Massachusetts
$5.22M +$45.3K +1,596 +0.9%
NAM
664
NTV Asset Management
West Virginia
$5.19M +$11.3K +399 +0.2%
AIM
665
Anchor Investment Management
South Carolina
$5.16M +$116K +4,100 +2%
OCM
666
Oakwood Capital Management
California
$5.16M +$4.64M +163,448 +1,513%
ACP
667
Ashfield Capital Partners
California
$5.15M -$120K -4,232 -2%
VC
668
Vicus Capital
Pennsylvania
$5.15M +$703K +24,748 +17%
DAM
669
Delta Asset Management
Tennessee
$5.11M +$275K +9,697 +6%
CDH
670
Charles D. Hyman
$5.11M +$1.29M +45,474 +36%
SFWA
671
Summit Financial Wealth Advisors
Louisiana
$5.09M -$477K -16,818 -9%
WFMPM
672
Woodley Farra Manion Portfolio Management
Indiana
$5.08M -$74.3K -2,618 -2%
AHC
673
Adell Harriman & Carpenter
Texas
$5.07M +$21K +741 +0.4%
GH
674
GAM Holding
Switzerland
$5.03M -$41.5M -1,463,305 -90%
CNBT
675
Canandaigua National Bank & Trust
New York
$5.03M +$282K +9,934 +6%

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.