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2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
JAM
651
Jupiter Asset Management
United Kingdom
$5.41M -$6.03M -220,843 -55%
SCM
652
Shelton Capital Management
Colorado
$5.38M -$125K -4,589 -2%
APA
653
American Portfolios Advisors
New York
$5.37M +$4.99M +182,731 New
EFIC
654
Eliot Finkel Investment Counsel
California
$5.36M +$90.4K +3,310 +2%
CT
655
Chicago Trust
Illinois
$5.34M +$728K +26,675 +17%
DAM
656
Delta Asset Management
Tennessee
$5.34M +$248K +9,083 +5%
NB
657
NBT Bank
New York
$5.32M -$84.2K -3,083 -2%
TL
658
TrueWealth LLC
Georgia
$5.31M +$4.93M +180,717 New
TMAM
659
Tokio Marine Asset Management
Japan
$5.3M -$464K -16,986 -9%
SFM
660
Systematic Financial Management
New Jersey
$5.3M -$281K -10,302 -5%
WIS
661
Wright Investors Service
Connecticut
$5.3M +$841K +30,796 +21%
CDH
662
Charles D. Hyman
$5.24M +$160K +5,864 +3%
AT
663
Arden Trust
Delaware
$5.24M -$348K -12,734 -7%
FAT
664
First American Trust
California
$5.24M +$571K +20,928 +13%
HJA
665
Hugh Johnson Advisors
New York
$5.23M +$19.7K +723 +0.4%
CANC
666
Culbertson A N & Co
Virginia
$5.23M +$35.3K +1,291 +0.7%
PWP
667
Private Wealth Partners
California
$5.23M +$1.6M +58,720 +49%
MFBTD
668
MB Financial Bank - Trust Department
Illinois
$5.21M -$148K -5,402 -3%
GP
669
Girard Partners
Pennsylvania
$5.13M -$380K -13,914 -7%
ASN
670
Advisory Services Network
Georgia
$5.11M +$988K +36,197 +26%
NAM
671
NTV Asset Management
West Virginia
$5.1M -$47K -1,722 -1%
MYLI
672
Meiji Yasuda Life Insurance
Japan
$5.1M -$313K -11,464 -6%
CG
673
Cutler Group
California
$5.09M +$2.57M +94,099 +119%
PCM
674
Parsons Capital Management
Rhode Island
$5.09M -$193K -7,075 -4%
CAM
675
Cubic Asset Management
Massachusetts
$5.08M -$89.8K -3,288 -2%

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.