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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
APSI
726
Asset Planning Services Inc
Louisiana
$4.37M +$257K +9,070 +7%
WIC
727
Wilkins Investment Counsel
Massachusetts
$4.35M -$541K -19,061 -11%
GC
728
Grace Capital
Massachusetts
$4.33M -$398K -14,024 -9%
DJSG
729
D.J. St. Germain
Massachusetts
$4.33M +$96.9K +3,413 +2%
PS
730
Pensionfund Sabic
Netherlands
$4.32M
JPMIA
731
J.P. Marvel Investment Advisors
Massachusetts
$4.31M -$47.3K -1,666 -1%
AT
732
Argent Trust
Texas
$4.3M +$13.7K +483 +0.3%
WA
733
WealthTrust Axiom
Pennsylvania
$4.3M -$22.6K -797 -0.5%
SI
734
SII Investments
Wisconsin
$4.29M +$25.8K +910 +0.6%
AF
735
Allworth Financial
California
$4.28M +$13.3K +467 +0.3%
ST
736
Spinnaker Trust
Maine
$4.27M +$55K +1,937 +1%
AOWM
737
Alpha Omega Wealth Management
Virginia
$4.27M +$242K +8,530 +6%
SCM
738
Schnieders Capital Management
California
$4.25M +$168K +5,903 +4%
CBOR
739
Community Bank of Raymore
Missouri
$4.25M -$31.9K -1,125 -0.8%
PIM
740
Penobscot Investment Management
Massachusetts
$4.25M -$113K -3,972 -3%
GLA
741
Great Lakes Advisors
Illinois
$4.23M -$120K -4,240 -3%
SBH
742
Segall Bryant & Hamill
Illinois
$4.21M +$205K +7,219 +5%
SWM
743
SVA Wealth Management
Wisconsin
$4.21M +$119K +4,185 +3%
OCM
744
Orleans Capital Management
Louisiana
$4.2M -$50K -1,761 -1%
GLRA
745
Gerald L. Ray & Associates
Texas
$4.18M -$52.6K -1,854 -1%
LPC
746
Loeb Partners Corp
New York
$4.17M
CWM
747
Catamount Wealth Management
Connecticut
$4.17M +$30.7K +1,083 +0.8%
CCFCSB
748
Cape Cod Five Cents Savings Bank
Massachusetts
$4.16M -$400K -14,092 -9%
BFEC
749
Benjamin F. Edwards & Company
Missouri
$4.16M +$481K +16,938 +14%
ELI
750
Empire Life Investments
Ontario, Canada
$4.15M +$447K +15,741 +13%

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.