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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
GT
701
Glenview Trust
Kentucky
$4.68M +$187K +6,589 +4%
ACM
702
Argyle Capital Management
Pennsylvania
$4.67M +$80.3K +2,828 +2%
FAT
703
First American Trust
California
$4.66M +$88.1K +3,105 +2%
WAM
704
Wealthspire Advisors (Maryland)
Maryland
$4.65M +$40.7K +1,434 +0.9%
I
705
IberiaBank
Louisiana
$4.64M +$290K +10,204 +7%
OLA
706
Oliver Luxxe Assets
New Jersey
$4.63M -$84.2K -2,965 -2%
SCM
707
Sterneck Capital Management
Missouri
$4.62M +$34.2K +1,206 +0.8%
KWMG
708
King Wealth Management Group
Florida
$4.59M -$23.2K -816 -0.5%
WI
709
Welch Investments
Alabama
$4.57M +$275K +9,700 +7%
NA
710
Navellier & Associates
Nevada
$4.52M -$569K -20,044 -12%
ISB
711
Iowa State Bank
Iowa
$4.5M -$99K -3,488 -2%
PAM
712
Palisade Asset Management
Minnesota
$4.5M +$229K +8,050 +6%
GAM
713
Griffin Asset Management
New York
$4.48M +$144K +5,058 +3%
WIC
714
Woodmont Investment Counsel
Tennessee
$4.47M +$496K +17,475 +13%
FFWA
715
FRG Family Wealth Advisors
Washington
$4.47M +$154K +5,416 +4%
IB
716
Intrust Bank
Kansas
$4.47M -$241K -8,504 -5%
FBT
717
First Bankers Trust
Kentucky
$4.43M +$55.6K +1,960 +1%
DY
718
Dowling & Yahnke
California
$4.43M -$53.3K -1,879 -1%
WIS
719
Wright Investors Service
Connecticut
$4.42M -$341K -12,019 -7%
CHC
720
City Holding Co
West Virginia
$4.42M +$23.4K +824 +0.6%
VAS
721
Valicenti Advisory Services
New York
$4.42M +$1.5M +52,921 +55%
SCA
722
Sage Capital Advisors
South Dakota
$4.4M -$19.5K -687 -0.5%
OIA
723
Optimum Investment Advisors
Illinois
$4.39M -$39.9K -1,404 -0.9%
WFG
724
Wills Financial Group
Virginia
$4.38M +$154K +5,431 +4%
BSPF
725
British Steel Pension Fund
United Kingdom
$4.37M -$1.04M -36,705 -20%

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.