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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
SNT
751
Security National Trust
West Virginia
$4.12M -$79.4K -2,797 -2%
BTW
752
Boston Trust Walden
Massachusetts
$4.11M -$246K -8,666 -6%
AP
753
Advisor Partners
California
$4.1M +$38.3K +1,349 +1%
RSVP
754
Ramsay Stattman Vela & Price
Colorado
$4.09M +$24.4K +858 +0.6%
WP
755
WealthPLAN Partners
Nebraska
$4.09M +$406K +14,299 +12%
ZB
756
Zions Bancorporation
Utah
$4.09M +$1.52M +53,512 +63%
ASN
757
Advisory Services Network
Georgia
$4.08M +$496K +17,480 +15%
PFM
758
Parsec Financial Management
North Carolina
$4.07M -$2.38M -83,951 -38%
COPPSERS
759
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.07M +$1.6M +56,388 +69%
GCM
760
Garland Capital Management
Washington
$4.06M +$180K +6,356 +5%
CAL
761
Capital Analysts LLC
Pennsylvania
$4.05M +$2.61M +91,863 +203%
CT
762
Coastline Trust
Rhode Island
$4.04M +$87.9K +3,096 +2%
LNWWM
763
Laird Norton Wetherby Wealth Management
California
$4.01M +$187K +6,588 +5%
BIM
764
Bridgecreek Investment Management
Oklahoma
$4M -$313K -11,012 -8%
SXL
765
Summit X LLC
Missouri
$3.99M +$2.15M +75,746 +128%
SC
766
Schulhoff & Co
Ohio
$3.99M +$27.6K +973 +0.7%
AF
767
Aldebaran Financial
$3.98M +$47.6K +1,678 +1%
UFG
768
United Fire Group
Iowa
$3.98M
FP
769
FDO Partners
Massachusetts
$3.98M +$2.95M +104,024 +341%
IFAM
770
Institutional & Family Asset Management
Colorado
$3.97M +$91.9K +3,236 +2%
IFWM
771
Institute for Wealth Management
Colorado
$3.94M +$371K +13,067 +11%
UBV
772
United Bank (Virginia)
Virginia
$3.92M -$70.2K -2,474 -2%
OWD
773
Osborn Williams & Donohoe
Ohio
$3.91M +$327K +11,532 +10%
PCM
774
Palisade Capital Management
New Jersey
$3.91M -$128K -4,501 -3%
MSFP
775
Mark Sheptoff Financial Planning
Connecticut
$3.91M -$304K -10,702 -7%

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.