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2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
801
Canal Insurance Company
South Carolina
$3.84M +$3.21M +117,571 +888%
RSVP
802
Ramsay Stattman Vela & Price
Colorado
$3.83M -$219K -8,037 -6%
WCF
803
West Coast Financial
California
$3.82M -$856K -31,354 -19%
CA
804
Calton & Associates
Florida
$3.82M +$3.72M +136,061 New
LIM
805
Loudon Investment Management
New Hampshire
$3.81M +$36.3K +1,331 +1%
AIS
806
Accurate Investment Solutions
Pennsylvania
$3.81M +$37.7K +1,379 +1%
BL
807
BCWM LLC
Kansas
$3.81M +$17.3K +632 +0.5%
MSFP
808
Mark Sheptoff Financial Planning
Connecticut
$3.81M -$69.9K -2,559 -2%
AP
809
AHL Partners
United Kingdom
$3.79M +$1.25M +45,861 +55%
FFSOTS
810
Fiduciary Financial Services of The Southwest
Texas
$3.77M -$48.4K -1,774 -1%
CWM
811
Cornerstone Wealth Management
Missouri
$3.76M +$340K +12,452 +11%
SXL
812
Summit X LLC
Missouri
$3.76M -$188K -6,868 -5%
LPC
813
Loeb Partners Corp
New York
$3.76M -$354K -12,975 -9%
YMRC
814
Yorktown Management & Research Company
Virginia
$3.75M -$4.15M -151,995 -54%
OIA
815
Optimum Investment Advisors
Illinois
$3.75M -$565K -20,706 -14%
GJIC
816
Gamble Jones Investment Counsel
California
$3.73M +$105K +3,845 +3%
B
817
Bellecapital
Switzerland
$3.72M +$1.04M +37,932 +43%
SCA
818
Snowden Capital Advisors
New York
$3.72M +$319K +11,675 +10%
PCA
819
Providence Capital Advisors
North Carolina
$3.72M +$3.46M +126,584 New
VCA
820
Verdence Capital Advisors
Maryland
$3.71M +$3.45M +126,435 New
BSW
821
Buckingham Strategic Wealth
Missouri
$3.7M -$156K -5,715 -4%
PG
822
Pendal Group
Australia
$3.7M -$4.56M -166,863 -57%
SSB
823
Sandy Spring Bank
Maryland
$3.7M +$424K +15,516 +14%
FG
824
Fiduciary Group
Georgia
$3.69M +$18.1K +662 +0.5%
SS
825
Simplicity Solutions
Minnesota
$3.69M +$2.69M +98,624 +364%

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.