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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
RG
801
Rathbones Group
United Kingdom
$3.52M -$126K -4,542 -3%
HIC
802
Holderness Investments Company
North Carolina
$3.51M -$16.7K -599 -0.5%
FFSOTS
803
Fiduciary Financial Services of The Southwest
Texas
$3.51M +$54K +1,942 +2%
BB
804
Busey Bank
Illinois
$3.51M -$93.5K -3,360 -3%
DT
805
Diversified Trust
Tennessee
$3.51M +$711K +25,548 +24%
OIA
806
Optimum Investment Advisors
Illinois
$3.49M +$55.5K +1,994 +2%
CT
807
Coastline Trust
Rhode Island
$3.49M -$340K -12,233 -9%
ISB
808
Iowa State Bank
Iowa
$3.47M -$474K -17,018 -12%
LIM
809
Leavell Investment Management
Alabama
$3.47M -$288K -10,349 -7%
Fisher Asset Management
810
Fisher Asset Management
Washington
$3.46M +$207K +7,441 +6%
LPC
811
Loeb Partners Corp
New York
$3.46M +$13.9K +500 +0.4%
LIM
812
Loudon Investment Management
New Hampshire
$3.46M -$38.1K -1,370 -1%
TNB
813
Thomasville National Bank
Georgia
$3.46M +$214K +7,689 +6%
GJIC
814
Gamble Jones Investment Counsel
California
$3.45M +$30.6K +1,099 +0.9%
YMRC
815
Yorktown Management & Research Company
Virginia
$3.44M
RM
816
Resource Management
Louisiana
$3.44M -$95.3K -3,424 -3%
IFAM
817
Institutional & Family Asset Management
Colorado
$3.44M -$1.09M -39,077 -23%
CWM
818
Cornerstone Wealth Management
Missouri
$3.43M -$61.6K -2,214 -2%
BA
819
Baugh & Associates
Georgia
$3.41M +$273K +9,819 +8%
COI
820
Connable Office Inc
Michigan
$3.41M +$134K +4,823 +4%
BIMC
821
Benson Investment Management Company
Virginia
$3.39M +$4.42K +159 +0.1%
SIG
822
Sky Investment Group
Connecticut
$3.39M +$22.2K +797 +0.6%
BIA
823
Biondo Investment Advisors
Pennsylvania
$3.39M +$184K +6,616 +6%
DIP
824
DT Investment Partners
Pennsylvania
$3.38M +$343K +12,339 +11%
FG
825
Fiduciary Group
Georgia
$3.38M -$12.5K -449 -0.4%

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.