We are live on ! Find out more

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
AIM
676
Anchor Investment Management
South Carolina
$4.57M +$195K +7,003 +4%
ST
677
Sentinel Trust
Texas
$4.57M +$429K +15,410 +10%
AP
678
Advisor Partners
California
$4.57M +$683K +24,551 +17%
I
679
IberiaBank
Louisiana
$4.55M -$707K -25,393 -13%
SCM
680
Shelton Capital Management
Colorado
$4.55M -$393K -14,115 -8%
NAM
681
NTV Asset Management
West Virginia
$4.54M -$146K -5,229 -3%
GIA
682
GHP Investment Advisors
Colorado
$4.49M +$41.2K +1,479 +0.9%
TAM
683
Tealwood Asset Management
Minnesota
$4.49M +$835 +30 +0%
SC
684
Sawyer & Company
Massachusetts
$4.49M +$11.5K +414 +0.2%
HSA
685
HBK Sorce Advisory
Pennsylvania
$4.49M +$130K +4,685 +3%
PWP
686
Private Wealth Partners
California
$4.47M -$335K -12,049 -7%
Rafferty Asset Management
687
Rafferty Asset Management
New York
$4.46M +$4.62M +165,842 New
CA
688
Corrado Advisors
New Jersey
$4.46M +$338K +12,130 +8%
PCM
689
Parsons Capital Management
Rhode Island
$4.46M -$216K -7,766 -4%
BFEC
690
Benjamin F. Edwards & Company
Missouri
$4.45M +$357K +12,814 +8%
WAM
691
Wealthspire Advisors (Maryland)
Maryland
$4.44M +$213K +7,638 +5%
IA
692
IndexIQ Advisors
New York
$4.43M +$4.58M +164,690 New
CIM
693
Cambria Investment Management
California
$4.42M -$1.48M -53,146 -24%
VC
694
Vicus Capital
Pennsylvania
$4.39M -$1.29M -46,202 -22%
MPWT
695
MassMutual Private Wealth & Trust
Connecticut
$4.39M -$121K -4,350 -3%
BG
696
Bahl & Gaynor
Ohio
$4.39M -$176K -6,337 -4%
PTC
697
Private Trust Company
Ohio
$4.37M +$77.9K +2,799 +2%
RIM
698
Rampart Investment Management
Connecticut
$4.37M +$1.47M +52,695 +48%
TNBTD
699
Trustmark National Bank Trust Department
Mississippi
$4.36M -$191K -6,873 -4%
SCM
700
Schnieders Capital Management
California
$4.35M +$285K +10,236 +7%

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.