We are live on ! Find out more

2,469 hedge funds and large institutions have $116B invested in AT&T in 2020 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 1,034 increasing their positions, 1,104 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 128

1% more capital invested

Capital invested by funds: $115B → $116B (+$1.08B)

1% less funds holding

Funds holding: 2,4882,469 (-19)

6% less repeat investments, than reductions

Existing positions increased: 1,034 | Existing positions reduced: 1,104

1.47% less ownership

Funds ownership: 72.93%71.46% (-1.5%)

27% less funds holding in top 10

Funds holding in top 10: 157115 (-42)

27% less call options, than puts

Call options by funds: $1.61B | Put options by funds: $2.2B

Holders
2,469
Holders Change
-19
Holders Change %
-0.76%
% of All Funds
50.63%
Holding in Top 10
115
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-26.75%
% of All Funds
2.36%
New
134
Increased
1,034
Reduced
1,104
Closed
128
Calls
$1.61B
Puts
$2.2B
Net Calls
-$594M
Net Calls Change
-$253M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
701
Silvercrest Asset Management
New York
$4.37M +$166K +7,277 +4%
RMAM
702
Raab & Moskowitz Asset Management
New Jersey
$4.36M -$40.3K -1,769 -0.9%
OAM
703
Optimal Asset Management
California
$4.34M -$3.95M -173,625 -48%
MRCM
704
M&R Capital Management
New Jersey
$4.33M -$58.5K -2,567 -1%
MAFM
705
Mid Atlantic Financial Management
Pennsylvania
$4.31M -$465K -20,415 -10%
BIAS
706
Beacon Investment Advisory Services
New Jersey
$4.3M -$154K -6,777 -3%
BBHC
707
Brown Brothers Harriman & Co
New York
$4.3M -$1.29M -56,493 -23%
CAG
708
Crestwood Advisors Group
Massachusetts
$4.29M -$118K -5,173 -3%
AMIM
709
Aull & Monroe Investment Management
Alabama
$4.29M -$65.1K -2,858 -2%
JPMIA
710
J.P. Marvel Investment Advisors
Massachusetts
$4.25M -$7.86K -345 -0.2%
Koshinski Asset Management
711
Koshinski Asset Management
Illinois
$4.25M +$336K +14,741 +9%
PWSG
712
Pacific Wealth Strategies Group
California
$4.25M +$128K +5,607 +3%
BPA
713
Beacon Pointe Advisors
California
$4.24M +$1.95M +85,424 +85%
BCM
714
BTC Capital Management
Iowa
$4.24M +$309K +13,571 +8%
UBV
715
United Bank (Virginia)
Virginia
$4.23M +$18.4K +807 +0.4%
VWA
716
Visionary Wealth Advisors
Illinois
$4.22M +$384K +16,845 +10%
EWA
717
Exencial Wealth Advisors
Oklahoma
$4.22M +$2.74M +120,299 +186%
NAM
718
NTV Asset Management
West Virginia
$4.22M -$84K -3,689 -2%
IA
719
IFP Advisors
Florida
$4.2M +$687K +30,179 +19%
RBA
720
Richard Bernstein Advisors
New York
$4.18M +$628K +27,554 +18%
EFS
721
Essex Financial Services
Connecticut
$4.17M -$247K -10,835 -6%
CDH
722
Charles D. Hyman
$4.17M +$609K +26,721 +17%
LK
723
Lumbard & Kellner
New Hampshire
$4.17M +$68 +3 +0%
WA
724
WealthTrust Axiom
Pennsylvania
$4.16M -$124K -5,459 -3%
RAM
725
Riggs Asset Management
Pennsylvania
$4.15M +$26.5K +1,165 +0.6%

T Hedge Fund Activity: Q2 2020 in Review

2,469 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2020, worth a combined $116B — up 0.94% from $115B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new T positions and 128 closed out — a net gain of 6 holders — while 1,034 added to existing stakes and 1,104 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $774M. The largest seller was Vanguard Group, cutting an estimated $774M.

  • 2,469 institutional investors held AT&T (T) as of Q2 2020, down from 2,488 in Q1 2020.
  • Funds reported $116B of AT&T stock for Q2 2020, up 0.94% quarter-over-quarter.
  • 134 funds opened new AT&T positions in Q2 2020 and 128 closed out, a net change of +6 holders.
  • The largest AT&T buyer in Q2 2020 was Nordea Investment Management, an estimated $774M added.
  • The largest AT&T seller in Q2 2020 was Vanguard Group, an estimated $774M sold.

Based on aggregated 13F filings for Q2 2020.