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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
851
D.J. St. Germain
Massachusetts
$3.76M -$57.4K -2,342 -2%
BC
852
Burleson & Co
California
$3.75M +$1.75M +71,541 +78%
RSVP
853
Ramsay Stattman Vela & Price
Colorado
$3.75M -$20.6K -840 -0.6%
AIS
854
Accurate Investment Solutions
Pennsylvania
$3.71M +$61.6K +2,513 +2%
MFBTD
855
MB Financial Bank - Trust Department
Illinois
$3.71M +$75.5K +3,082 +2%
HPC
856
HM Payson & Co
Maine
$3.7M -$476K -19,442 -12%
Cerity Partners
857
Cerity Partners
New York
$3.7M +$127K +5,201 +4%
SNT
858
Security National Trust
West Virginia
$3.69M -$570K -23,275 -14%
GD
859
Grandfield & Dodd
New York
$3.68M -$2.51M -102,546 -41%
DSC
860
Duncker Streett & Co
Missouri
$3.68M +$119K +4,840 +3%
WFG
861
Wills Financial Group
Virginia
$3.68M +$38.4K +1,566 +1%
AAM
862
AR Asset Management
California
$3.67M
CSM
863
CAMG Solamere Management
North Carolina
$3.62M +$126K +5,131 +4%
IFAM
864
Institutional & Family Asset Management
Colorado
$3.6M +$14.9K +609 +0.4%
GFA
865
Gifford Fong Associates
California
$3.6M -$162K -6,620 -4%
RG
866
Rathbones Group
United Kingdom
$3.6M +$90.3K +3,686 +3%
LNB
867
Ledyard National Bank
$3.6M -$427K -17,419 -11%
MIC
868
Meridian Investment Counsel
California
$3.57M -$9.72K -397 -0.3%
RMAM
869
Raab & Moskowitz Asset Management
New Jersey
$3.56M +$857K +34,987 +33%
BIA
870
Biondo Investment Advisors
Pennsylvania
$3.55M +$167K +6,822 +5%
BCCM
871
Bridge Creek Capital Management
Massachusetts
$3.54M +$178K +7,247 +5%
JWM
872
JGP Wealth Management
Oregon
$3.52M +$29.7K +1,212 +0.9%
PCM
873
Palisade Capital Management
New Jersey
$3.52M +$3.11M +126,922 +1,073%
RHBC
874
R.H. Bluestein & Co
Michigan
$3.51M +$3.39M +138,547 New
AFP
875
Ausdal Financial Partners
Iowa
$3.5M -$30.3K -1,238 -0.9%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.