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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
NFG
726
Next Financial Group
Texas
$4.96M -$599K -23,860 -10%
CA
727
Cullinan Associates
Kentucky
$4.88M -$140K -5,561 -3%
AMIM
728
Aull & Monroe Investment Management
Alabama
$4.88M +$218K +8,684 +5%
SCM
729
Stonehill Capital Management
New York
$4.86M +$5.03M +200,309 New
IRF
730
IBM Retirement Fund
New York
$4.82M +$185K +7,366 +4%
EA
731
Edge Advisors
Georgia
$4.82M +$387K +15,418 +8%
BFIM
732
Beese Fulmer Investment Management
Ohio
$4.76M +$38.5K +1,533 +0.8%
MDCM
733
Morgan Dempsey Capital Management
Wisconsin
$4.75M -$200K -7,953 -4%
LK
734
Lumbard & Kellner
New Hampshire
$4.74M +$2.29M +91,417 +88%
HC
735
Hampstead Capital
United Kingdom
$4.69M -$1.73M -69,113 -26%
LG
736
LaFleur & Godfrey
Michigan
$4.69M +$816K +32,496 +20%
SC
737
SouthState Corp
Florida
$4.67M -$683K -27,192 -12%
BIAS
738
Beacon Investment Advisory Services
New Jersey
$4.64M +$10.8K +429 +0.2%
AIM
739
Anchor Investment Management
South Carolina
$4.64M +$541K +21,566 +13%
EWM
740
Evercore Wealth Management
New York
$4.62M +$1.11M +44,114 +30%
GIM
741
Guardian Investment Management
California
$4.6M +$367K +14,636 +8%
BFEC
742
Benjamin F. Edwards & Company
Missouri
$4.59M +$597K +23,803 +14%
CCFCSB
743
Cape Cod Five Cents Savings Bank
Massachusetts
$4.59M -$115K -4,599 -2%
SFWA
744
Summit Financial Wealth Advisors
Louisiana
$4.56M -$82.8K -3,297 -2%
FIM
745
Frontier Investment Management
Texas
$4.56M +$154K +6,131 +3%
KCM
746
Kempner Capital Management
Texas
$4.56M -$2.21K -88 -0%
NRS
747
Neville Rodie & Shaw
New York
$4.54M -$649K -25,851 -12%
WAM
748
Weiss Asset Management
Massachusetts
$4.54M +$4.7M +187,334 New
BIMC
749
Benson Investment Management Company
Virginia
$4.54M +$1.54M +61,400 +49%
FNB
750
Farmers National Bank
Kentucky
$4.54M -$12.4K -495 -0.3%

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.