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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
ACP
701
Ashfield Capital Partners
California
$4.79M -$299K -10,953 -6%
HAI
702
Hennessy Advisors Inc
California
$4.79M
AIM
703
Anchor Investment Management
South Carolina
$4.78M -$314K -11,498 -7%
HSA
704
HBK Sorce Advisory
Pennsylvania
$4.76M +$1.27M +46,392 +40%
WI
705
Welch Investments
Alabama
$4.74M +$197K +7,222 +5%
AOWM
706
Alpha Omega Wealth Management
Virginia
$4.74M +$470K +17,215 +12%
CONA
707
Capital One National Association
New York
$4.71M -$869K -31,830 -17%
CCP
708
Corient Capital Partners
California
$4.7M -$5.54K -203 -0.1%
Loomis, Sayles & Company
709
Loomis, Sayles & Company
Massachusetts
$4.69M +$4.34M +158,998 +18,424%
BRA
710
Biechele Royce Advisors
Indiana
$4.69M +$4.36M +159,686 New
PTC
711
Private Trust Company
Ohio
$4.68M -$511K -18,727 -11%
CCM
712
Covington Capital Management
California
$4.67M -$28.6K -1,048 -0.7%
QT
713
Quantbot Technologies
New York
$4.66M +$4.33M +158,533 New
GT
714
Glenview Trust
Kentucky
$4.65M -$2.87K -105 -0.1%
Capital Fund Management (CFM)
715
Capital Fund Management (CFM)
France
$4.63M +$3.99M +146,250 +1,270%
LWAC
716
Laurel Wealth Advisors (California)
California
$4.63M +$783K +28,658 +22%
WAOTB
717
Wealth Advisors of Tampa Bay
Florida
$4.62M +$4.36M +159,833 New
WAM
718
Wealthspire Advisors (Maryland)
Maryland
$4.62M +$4.07K +149 +0.1%
MIAN
719
Mariner Independent Advisor Network
Kansas
$4.61M +$3.72M +136,276 +446%
AT
720
Argent Trust
Texas
$4.6M +$308K +11,285 +8%
ZB
721
Zions Bancorporation
Utah
$4.56M +$470K +17,201 +12%
ST
722
Sentinel Trust
Texas
$4.53M +$744K +27,241 +21%
CA
723
Corrado Advisors
New Jersey
$4.51M +$605K +22,167 +17%
CHC
724
City Holding Co
West Virginia
$4.5M +$104K +3,814 +3%
BFEC
725
Benjamin F. Edwards & Company
Missouri
$4.48M +$324K +11,883 +8%

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.