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1,981 hedge funds and large institutions have $130B invested in AT&T in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 911 increasing their positions, 802 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 82

14% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 802

0% less funds holding

Funds holding: 1,9851,981 (-4)

0.38% less ownership

Funds ownership: 74.41%74.03% (-0.38%)

10% less capital invested

Capital invested by funds: $143B → $130B (-$13.7B)

38% less funds holding in top 10

Funds holding in top 10: 240150 (-90)

39% less call options, than puts

Call options by funds: $1.93B | Put options by funds: $3.14B

Holders
1,981
Holders Change
-4
Holders Change %
-0.2%
% of All Funds
49.38%
Holding in Top 10
150
Holding in Top 10 Change
-90
Holding in Top 10 Change %
-37.5%
% of All Funds
3.74%
New
96
Increased
911
Reduced
802
Closed
82
Calls
$1.93B
Puts
$3.14B
Net Calls
-$1.21B
Net Calls Change
-$2B
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
751
Mark Sheptoff Financial Planning
Connecticut
$4.07M +$191K +6,471 +5%
DJSG
752
D.J. St. Germain
Massachusetts
$4.07M +$41K +1,390 +1%
WFG
753
Wills Financial Group
Virginia
$4.07M +$50.9K +1,726 +1%
ST
754
Spinnaker Trust
Maine
$4.06M +$81K +2,749 +2%
SNT
755
Security National Trust
West Virginia
$4.05M -$23.6K -799 -0.6%
LPC
756
Loeb Partners Corp
New York
$4.02M -$4.6M -156,103 -53%
NI
757
Numeric Investors
Massachusetts
$4.02M -$46.8M -1,587,211 -92%
BPM
758
Bowling Portfolio Management
Ohio
$4.02M -$1.31M -44,576 -24%
TA
759
Tiedemann Advisors
New York
$3.99M +$1.22M +41,528 +42%
CWM
760
Catamount Wealth Management
Connecticut
$3.98M -$27.1K -920 -0.7%
SFA
761
Staton Financial Advisors
North Carolina
$3.96M +$22.7K +770 +0.6%
MPWT
762
MassMutual Private Wealth & Trust
Connecticut
$3.96M +$229K +7,774 +6%
APSI
763
Asset Planning Services Inc
Louisiana
$3.95M +$133K +4,501 +3%
BSW
764
Buckingham Strategic Wealth
Missouri
$3.94M +$331K +11,230 +9%
SWM
765
SVA Wealth Management
Wisconsin
$3.93M +$17.7K +600 +0.4%
SCM
766
Schnieders Capital Management
California
$3.93M +$60.5K +2,052 +2%
RSVP
767
Ramsay Stattman Vela & Price
Colorado
$3.92M +$332K +11,254 +9%
NPA
768
Nichols & Pratt Advisers
Massachusetts
$3.92M -$42.9K -1,456 -1%
AP
769
Advisor Partners
California
$3.91M -$246K -8,359 -6%
PCM
770
Palisade Capital Management
New Jersey
$3.9M -$634K -21,520 -14%
PWP
771
Private Wealth Partners
California
$3.88M -$166K -5,648 -4%
AOWM
772
Alpha Omega Wealth Management
Virginia
$3.87M +$85K +2,882 +2%
UBV
773
United Bank (Virginia)
Virginia
$3.85M +$274K +9,288 +7%
SBH
774
Segall Bryant & Hamill
Illinois
$3.85M +$161K +5,470 +4%
UFG
775
United Fire Group
Iowa
$3.84M

T Hedge Fund Activity: Q2 2017 in Review

1,981 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2017, worth a combined $130B — down 9.5% from $143B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new T positions and 82 closed out — a net gain of 14 holders — while 911 added to existing stakes and 802 trimmed.

The largest buyer was Vanguard Group, adding an estimated $353M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $365M sold.

  • 1,981 institutional investors held AT&T (T) as of Q2 2017, down from 1,985 in Q1 2017.
  • Funds reported $130B of AT&T stock for Q2 2017, down 9.5% quarter-over-quarter.
  • 96 funds opened new AT&T positions in Q2 2017 and 82 closed out, a net change of +14 holders.
  • The largest AT&T buyer in Q2 2017 was Vanguard Group, an estimated $353M added.
  • The largest AT&T seller in Q2 2017 was Arrowstreet Capital, an estimated $365M sold.

Based on aggregated 13F filings for Q2 2017.