We are live on ! Find out more

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
AIA
851
Allegis Investment Advisors
Idaho
$3.5M -$1.24M -45,555 -28%
BIA
852
Biondo Investment Advisors
Pennsylvania
$3.5M +$82.4K +3,018 +3%
BSB
853
Bangor Savings Bank
Maine
$3.5M -$62.7K -2,295 -2%
WPW
854
Waldron Private Wealth
Pennsylvania
$3.48M -$37.4K -1,368 -1%
FNBTCON
855
First National Bank & Trust Co of Newtown
Pennsylvania
$3.47M -$20.9K -766 -0.6%
OA
856
Oxbow Advisors
Texas
$3.46M +$22.8K +835 +0.7%
SCA
857
Stonebridge Capital Advisors
Minnesota
$3.46M +$169K +6,193 +6%
VIA
858
Vantage Investment Advisors
Pennsylvania
$3.43M -$3.82M -139,929 -54%
BWM
859
Buckley Wealth Management
Nevada
$3.43M +$3.19M +116,873 New
BA
860
Baugh & Associates
Georgia
$3.43M +$3.19M +116,799 New
WSC
861
Wellington Shields & Co
New York
$3.42M -$11.6K -426 -0.4%
FBT
862
First Bank & Trust
South Dakota
$3.42M +$348K +12,729 +12%
HKIM
863
Hayek Kallen Investment Management
Alabama
$3.41M -$22.4K -822 -0.7%
GP
864
Greenline Partners
New York
$3.41M +$3.17M +116,160 New
CWM
865
Catamount Wealth Management
Connecticut
$3.4M -$680K -24,898 -18%
CCM
866
Compton Capital Management
Rhode Island
$3.39M +$792K +29,005 +34%
PP
867
Paloma Partners
Connecticut
$3.39M -$7.36M -269,643 -70%
BHC
868
Bowen Hanes & Co
Florida
$3.38M -$2.45M -89,714 -44%
Fiera Capital (Canada)
869
Fiera Capital (Canada)
Quebec, Canada
$3.38M +$46.7K +1,709 +2%
KCPG
870
Kavar Capital Partners Group
Kansas
$3.38M +$195K +7,150 +7%
WA
871
Wheatland Advisors
Pennsylvania
$3.37M +$148K +5,429 +5%
GLA
872
Good Life Advisors
Pennsylvania
$3.36M +$743K +27,214 +31%
KFA
873
Kabarec Financial Advisors
Illinois
$3.36M +$3.12M +114,326 New
DS
874
DRW Securities
Illinois
$3.35M +$3.11M +113,949 New
MIC
875
Meridian Investment Counsel
California
$3.34M -$32.5K -1,191 -1%

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.