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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
TAM
676
Tealwood Asset Management
Minnesota
$4.99M -$79K -2,783 -2%
PAI
677
Pittenger & Anderson Inc
Nebraska
$4.98M -$82.4K -2,902 -2%
CAM
678
Congress Asset Management
Massachusetts
$4.98M +$4.3M +151,301 +893%
RP
679
Rowlandmiller & Partners
Georgia
$4.92M -$108K -3,822 -2%
SWM
680
Stockman Wealth Management
Montana
$4.92M +$3.12M +109,778 +194%
HH
681
Hilltop Holdings
Texas
$4.92M +$182K +6,399 +4%
LIM
682
Leavell Investment Management
Alabama
$4.88M -$339K -11,945 -7%
AIA
683
Allegis Investment Advisors
Idaho
$4.88M +$285K +10,028 +6%
WAS
684
Winch Advisory Services
Wisconsin
$4.86M -$253K -8,923 -5%
ECM
685
Everence Capital Management
Indiana
$4.85M +$179K +6,316 +4%
SHGA
686
Sand Hill Global Advisors
California
$4.84M +$164K +5,774 +4%
ECM
687
Evergreen Capital Management
Washington
$4.84M +$1.86M +65,557 +67%
WF
688
WealthTrust Fairport
Ohio
$4.83M +$13.2K +466 +0.3%
GIA
689
GHP Investment Advisors
Colorado
$4.83M +$88.8K +3,128 +2%
HAI
690
Hennessy Advisors Inc
California
$4.82M
CTA
691
Chesley Taft & Associates
Illinois
$4.81M +$66.9K +2,356 +1%
GIM
692
Guardian Investment Management
California
$4.81M +$19.6K +689 +0.4%
MDCM
693
Morgan Dempsey Capital Management
Wisconsin
$4.79M +$257K +9,063 +6%
WCF
694
West Coast Financial
California
$4.78M +$945K +33,289 +26%
LCM
695
Lucas Capital Management
New Jersey
$4.77M +$26.3K +928 +0.6%
LNB
696
Ledyard National Bank
$4.77M -$101K -3,568 -2%
BHA
697
Beech Hill Advisors
New York
$4.75M +$187K +6,587 +4%
CCP
698
Corient Capital Partners
California
$4.74M -$262K -9,222 -5%
CCM
699
Covington Capital Management
California
$4.73M +$186K +6,548 +4%
MPWT
700
MassMutual Private Wealth & Trust
Connecticut
$4.69M +$551K +19,412 +14%

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.