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2,587 hedge funds and large institutions have $158B invested in AT&T in 2019 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 1,092 increasing their positions, 949 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more first-time investments, than exits

New positions opened: 346 | Existing positions closed: 74

58% more call options, than puts

Call options by funds: $4.4B | Put options by funds: $2.79B

15% more repeat investments, than reductions

Existing positions increased: 1,092 | Existing positions reduced: 949

10% more funds holding

Funds holding: 2,3522,587 (+235)

4% more capital invested

Capital invested by funds: $151B → $158B (+$6.56B)

0.75% more ownership

Funds ownership: 72.53%73.28% (+0.75%)

2% less funds holding in top 10

Funds holding in top 10: 214209 (-5)

Holders
2,587
Holders Change
+235
Holders Change %
+9.99%
% of All Funds
50.97%
Holding in Top 10
209
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.34%
% of All Funds
4.12%
New
346
Increased
1,092
Reduced
949
Closed
74
Calls
$4.4B
Puts
$2.79B
Net Calls
+$1.61B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Change in
Stake
PI
651
PFS Investments
Georgia
$6.79M +$1.6M +55,484 +32%
MDCM
652
Morgan Dempsey Capital Management
Wisconsin
$6.77M +$228K +7,885 +4%
KRSITF
653
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.76M +$24.5K +847 +0.4%
TBA
654
Tower Bridge Advisors
Pennsylvania
$6.72M -$783K -27,119 -11%
GIM
655
Guardian Investment Management
California
$6.67M +$117K +4,035 +2%
WP
656
WealthPLAN Partners
Nebraska
$6.66M +$451K +15,608 +7%
OSAM
657
O'Shaughnessy Asset Management
Connecticut
$6.65M +$6.09M +211,062 +1,473%
SAM
658
Sompo Asset Management
Japan
$6.64M -$3.61M -124,893 -36%
GHAM
659
Gilman Hill Asset Management
Connecticut
$6.63M -$42.9K -1,485 -0.7%
LOAMS
660
Lombard Odier Asset Management (Switzerland)
Switzerland
$6.61M +$3.65M +126,286 +129%
ACA
661
Aptus Capital Advisors
Alabama
$6.59M +$2.95M +102,168 +84%
MAFM
662
Mid Atlantic Financial Management
Pennsylvania
$6.58M +$503K +17,423 +8%
SCM
663
Schnieders Capital Management
California
$6.54M +$113K +3,903 +2%
LIM
664
Loudon Investment Management
New Hampshire
$6.49M -$11.8K -410 -0.2%
BUB
665
BBVA USA Bancshares
Texas
$6.48M -$104K -3,600 -2%
SCA
666
Snowden Capital Advisors
New York
$6.44M +$614K +21,264 +11%
TCM
667
Tufton Capital Management
Maryland
$6.44M -$118K -4,094 -2%
IWM
668
IHT Wealth Management
Illinois
$6.43M +$55.8K +1,933 +0.9%
RMC
669
Resources Management Corp
Connecticut
$6.43M +$80.8K +2,800 +1%
LCM
670
Landscape Capital Management
New Jersey
$6.42M -$758K -26,261 -11%
ECM
671
Everence Capital Management
Indiana
$6.41M -$244K -8,447 -4%
FB
672
Fulton Bank
Pennsylvania
$6.37M -$26.9K -930 -0.4%
FFWA
673
FRG Family Wealth Advisors
Washington
$6.36M -$157K -5,450 -2%
LDB
674
Lee, Danner & Bass
Tennessee
$6.32M -$136K -4,721 -2%
WFMPM
675
Woodley Farra Manion Portfolio Management
Indiana
$6.31M +$128K +4,446 +2%

T Hedge Fund Activity: Q4 2019 in Review

2,587 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2019, worth a combined $158B — up 4.3% from $151B a quarter earlier.

Buyers outnumbered sellers: 346 funds opened new T positions and 74 closed out — a net gain of 272 holders — while 1,092 added to existing stakes and 949 trimmed.

The largest buyer was BlackRock, adding an estimated $714M. The largest seller was Fidelity Investments, cutting an estimated $448M.

  • 2,587 institutional investors held AT&T (T) as of Q4 2019, up from 2,352 in Q3 2019.
  • Funds reported $158B of AT&T stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 346 funds opened new AT&T positions in Q4 2019 and 74 closed out, a net change of +272 holders.
  • The largest AT&T buyer in Q4 2019 was BlackRock, an estimated $714M added.
  • The largest AT&T seller in Q4 2019 was Fidelity Investments, an estimated $448M sold.

Based on aggregated 13F filings for Q4 2019.