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2,302 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
676
Cetera Investment Advisers
Illinois
$5.54M +$243K +9,682 +4%
NIPH
677
NN Investment Partners Holdings
Netherlands
$5.52M -$798K -31,778 -12%
GIA
678
GHP Investment Advisors
Colorado
$5.51M +$1.51M +60,124 +36%
EIA
679
Edgemoor Investment Advisors
Maryland
$5.5M +$5.05M +201,086 +788%
PT
680
Plimoth Trust
Massachusetts
$5.47M +$921K +36,680 +19%
BAM
681
Barrett Asset Management
New York
$5.46M +$601K +23,944 +12%
DAM
682
Delta Asset Management
Tennessee
$5.45M +$974K +38,796 +21%
BPB
683
Badgley, Phelps & Bell
Washington
$5.43M +$5.03M +200,282 +847%
SFM
684
Systematic Financial Management
New Jersey
$5.42M -$33.3K -1,327 -0.6%
PFM
685
Parsec Financial Management
North Carolina
$5.41M +$2.25M +89,676 +67%
BHMP
686
Bardin Hill Management Partners
New York
$5.37M +$5.55M +221,264 New
SWM
687
Stockman Wealth Management
Montana
$5.36M +$1.13M +44,837 +25%
FNT
688
First National Trust
Pennsylvania
$5.35M +$4.44K +177 +0.1%
CA
689
Corrado Advisors
New Jersey
$5.34M +$1.37M +54,550 +33%
BAC
690
Boys Arnold & Co
North Carolina
$5.33M -$218K -8,691 -4%
CA
691
Cornerstone Advisors
North Carolina
$5.32M +$334K +13,319 +6%
PCA
692
Private Capital Advisors
Connecticut
$5.3M -$402 -16 -0%
LW
693
Linscomb Wealth
Texas
$5.3M +$424K +16,900 +8%
WA
694
WealthTrust Axiom
Pennsylvania
$5.25M +$1.1M +43,731 +25%
LPC
695
Loeb Partners Corp
New York
$5.25M +$2.2M +87,716 +68%
1SB
696
1ST Source Bank
Indiana
$5.23M -$23.4K -933 -0.4%
EP
697
Elkfork Partners
Oregon
$5.22M -$3.98M -158,689 -42%
EFS
698
Essex Financial Services
Connecticut
$5.22M -$137K -5,453 -2%
MBTD
699
Mechanics Bank - Trust Department
California
$5.22M +$66.1K +2,633 +1%
PA
700
Profund Advisors
Maryland
$5.21M +$582K +23,191 +12%

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.