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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
BHA
676
Beech Hill Advisors
New York
$5.04M +$298K +10,923 +7%
SHGA
677
Sand Hill Global Advisors
California
$5.03M +$207K +7,588 +5%
GIM
678
Guardian Investment Management
California
$5.03M +$233K +8,521 +5%
BIM
679
Bridgecreek Investment Management
Oklahoma
$5.02M +$974K +35,669 +26%
HH
680
Hilltop Holdings
Texas
$5.02M +$124K +4,537 +3%
BIAS
681
Beacon Investment Advisory Services
New Jersey
$5.01M -$1.66M -60,721 -26%
HR
682
Howe & Rusling
New York
$5M -$2.93M -107,253 -39%
BG
683
Bahl & Gaynor
Ohio
$4.97M -$324K -11,873 -7%
TNBTD
684
Trustmark National Bank Trust Department
Mississippi
$4.95M -$385K -14,103 -8%
CNBT
685
Canandaigua National Bank & Trust
New York
$4.93M -$52.4K -1,919 -1%
SWM
686
Stockman Wealth Management
Montana
$4.93M +$40.9K +1,499 +0.9%
WFMPM
687
Woodley Farra Manion Portfolio Management
Indiana
$4.93M -$108K -3,963 -2%
MPWT
688
MassMutual Private Wealth & Trust
Connecticut
$4.92M +$249K +9,101 +6%
JFGIW
689
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.92M -$428K -15,672 -9%
RP
690
Rowlandmiller & Partners
Georgia
$4.91M -$9.75K -357 -0.2%
IFAM
691
Institutional & Family Asset Management
Colorado
$4.89M +$884K +32,379 +24%
TAM
692
Tealwood Asset Management
Minnesota
$4.89M -$54.3K -1,987 -1%
SC
693
Sawyer & Company
Massachusetts
$4.88M +$4.54M +166,237 New
VFA
694
Valeo Financial Advisors
Indiana
$4.86M +$1.6M +58,641 +55%
GIA
695
GHP Investment Advisors
Colorado
$4.86M +$56.6K +2,074 +1%
SFWA
696
Summit Financial Wealth Advisors
Louisiana
$4.83M -$202K -7,415 -4%
ACM
697
Argyle Capital Management
Pennsylvania
$4.83M +$174K +6,383 +4%
ECM
698
Everence Capital Management
Indiana
$4.81M -$3.63K -133 -0.1%
LNB
699
Ledyard National Bank
$4.81M +$71.3K +2,610 +2%
WC
700
Whitney & Co
New York
$4.8M -$807K -29,545 -15%

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.