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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
DMIC
801
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.73M +$130K +4,575 +4%
ZCA
802
Zeke Capital Advisors
Pennsylvania
$3.73M +$1.5M +52,947 +72%
FG
803
Fiduciary Group
Georgia
$3.7M -$74.9K -2,637 -2%
BB
804
Bell Bank
North Dakota
$3.65M +$2.1K +74 +0.1%
SIG
805
Sky Investment Group
Connecticut
$3.65M +$112K +3,937 +3%
GJIC
806
Gamble Jones Investment Counsel
California
$3.64M -$80.7K -2,842 -2%
AFP
807
Ausdal Financial Partners
Iowa
$3.64M +$238K +8,373 +7%
BB
808
Busey Bank
Illinois
$3.62M -$6.98K -246 -0.2%
BII
809
Bainco International Investors
Massachusetts
$3.62M +$74.3K +2,616 +2%
DLCIG
810
D.L. Carlson Investment Group
New Hampshire
$3.62M -$1.06M -37,376 -23%
BCMO
811
Buckingham Capital Management (Ohio)
Ohio
$3.62M +$106K +3,729 +3%
MCM
812
MAI Capital Management
Ohio
$3.61M -$219K -7,700 -6%
JWBC
813
J.W. Burns & Co
New York
$3.59M -$149K -5,249 -4%
BSB
814
Bangor Savings Bank
Maine
$3.59M +$3.44M +121,293 New
WPW
815
Waldron Private Wealth
Pennsylvania
$3.55M +$174K +6,129 +5%
CT
816
Cambridge Trust
Massachusetts
$3.54M -$162K -5,724 -5%
PWP
817
Private Wealth Partners
California
$3.53M -$475K -16,749 -12%
FNBTCON
818
First National Bank & Trust Co of Newtown
Pennsylvania
$3.51M -$46K -1,622 -1%
GAG
819
GM Advisory Group
New York
$3.51M -$37K -1,303 -1%
VNA
820
Valley National Advisers
Pennsylvania
$3.51M -$44.6K -1,571 -1%
NFA
821
Nuveen Fund Advisors
Illinois
$3.51M -$1.74M -61,296 -34%
BCCM
822
Bridge Creek Capital Management
Massachusetts
$3.49M -$49.4K -1,740 -1%
SMC
823
Smith, Moore & Co
Missouri
$3.48M +$496K +17,467 +17%
Fisher Asset Management
824
Fisher Asset Management
Washington
$3.48M +$1.24M +43,717 +59%
WSC
825
Wellington Shields & Co
New York
$3.46M +$28K +987 +0.9%

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.