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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
BHA
651
Beech Hill Advisors
New York
$4.9M +$295K +10,594 +6%
FIM
652
Frontier Investment Management
Texas
$4.9M -$94K -3,377 -2%
EFIC
653
Eliot Finkel Investment Counsel
California
$4.88M -$37.9K -1,363 -0.7%
CT
654
Chicago Trust
Illinois
$4.88M -$24.5K -879 -0.5%
CDH
655
Charles D. Hyman
$4.86M +$61.8K +2,222 +1%
WP
656
WealthPLAN Partners
Nebraska
$4.85M +$866K +31,108 +21%
GH
657
GAM Holding
Switzerland
$4.85M -$189K -6,787 -4%
PAM
658
Palisade Asset Management
Minnesota
$4.83M +$910K +32,688 +22%
NB
659
NBT Bank
New York
$4.79M -$89.1K -3,203 -2%
HJA
660
Hugh Johnson Advisors
New York
$4.77M -$31.4K -1,130 -0.6%
SWM
661
Stockman Wealth Management
Montana
$4.74M +$228K +8,209 +5%
CCP
662
Corient Capital Partners
California
$4.74M +$442K +15,869 +10%
BFA
663
Bragg Financial Advisors
North Carolina
$4.73M -$476K -17,090 -9%
GIM
664
Guardian Investment Management
California
$4.71M +$106K +3,817 +2%
KWILP
665
Kiwi Wealth Investments Limited Partnership
New Zealand
$4.69M +$2.81M +101,015 +138%
CAM
666
Cubic Asset Management
Massachusetts
$4.68M +$19.5K +702 +0.4%
BIM
667
Bridgecreek Investment Management
Oklahoma
$4.65M +$53.4K +1,920 +1%
WA
668
WealthTrust Axiom
Pennsylvania
$4.65M +$731K +26,259 +18%
SFWA
669
Summit Financial Wealth Advisors
Louisiana
$4.65M +$223K +8,027 +5%
CANC
670
Culbertson A N & Co
Virginia
$4.62M -$184K -6,624 -4%
OCM
671
Oakwood Capital Management
California
$4.62M +$1.12M +40,160 +31%
SNT
672
Security National Trust
West Virginia
$4.61M +$1.01M +36,263 +27%
RP
673
Rowlandmiller & Partners
Georgia
$4.6M +$146K +5,230 +3%
FWM
674
Frontier Wealth Management
Missouri
$4.6M +$2.09M +74,990 +78%
WFMPM
675
Woodley Farra Manion Portfolio Management
Indiana
$4.59M +$72.9K +2,621 +2%

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.