We are live on ! Find out more

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
HSA
776
HBK Sorce Advisory
Pennsylvania
$4.26M +$223K +8,887 +5%
HCM
777
Huber Capital Management
California
$4.25M +$4.4M +175,414 New
APP
778
Avantax Planning Partners
Iowa
$4.25M +$470K +18,717 +12%
ASN
779
Advisory Services Network
Georgia
$4.23M -$212K -8,446 -4%
BIM
780
Bridgecreek Investment Management
Oklahoma
$4.23M +$39.5K +1,575 +0.9%
RP
781
Rowlandmiller & Partners
Georgia
$4.23M +$70.8K +2,822 +2%
SHGA
782
Sand Hill Global Advisors
California
$4.22M +$3.74M +149,175 +602%
WAOTB
783
Wealth Advisors of Tampa Bay
Florida
$4.21M +$297K +11,850 +7%
RCM
784
Riverhead Capital Management
Delaware
$4.2M -$3.2M -127,345 -42%
BIM
785
Bridges Investment Management
Nebraska
$4.19M -$358K -14,263 -8%
CANC
786
Culbertson A N & Co
Virginia
$4.19M +$29K +1,154 +0.7%
BHA
787
Beech Hill Advisors
New York
$4.18M -$249K -9,919 -5%
APA
788
American Portfolios Advisors
New York
$4.15M -$449K -17,886 -9%
ST
789
Sentinel Trust
Texas
$4.15M +$38.8K +1,544 +0.9%
Rockefeller Capital Management
790
Rockefeller Capital Management
New York
$4.15M +$2.58M +102,687 +150%
WFMPM
791
Woodley Farra Manion Portfolio Management
Indiana
$4.15M +$17.2K +684 +0.4%
SHCM
792
Stokes & Hubbell Capital Management
Louisiana
$4.13M -$598K -23,835 -12%
BRA
793
Biechele Royce Advisors
Indiana
$4.13M +$253K +10,090 +6%
CAM
794
Cubic Asset Management
Massachusetts
$4.13M -$94K -3,744 -2%
PCM
795
Parsons Capital Management
Rhode Island
$4.12M +$111K +4,417 +3%
FAF
796
Första AP-fonden
Sweden
$4.11M +$4.26M +169,630 New
OCM
797
Oakwood Capital Management
California
$4.11M -$49.7K -1,982 -1%
MPWT
798
MassMutual Private Wealth & Trust
Connecticut
$4.1M +$146K +5,831 +4%
RIA
799
Regal Investment Advisors
Michigan
$4.1M -$1.88M -74,744 -31%
SNT
800
Security National Trust
West Virginia
$4.09M -$63.6K -2,533 -1%

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.