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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
JIC
876
Joel Isaacson & Co
New York
$3.12M -$104K -3,671 -3%
KIG
877
Kessler Investment Group
Indiana
$3.1M +$29.3K +1,033 +1%
MHIC
878
Marble Harbor Investment Counsel
Massachusetts
$3.1M -$3.75K -132 -0.1%
LK
879
Lumbard & Kellner
New Hampshire
$3.1M +$50.7K +1,786 +2%
SIC
880
Sigma Investment Counselors
Michigan
$3.09M -$71.5K -2,517 -2%
FDS
881
First Dallas Securities
Texas
$3.08M -$40K -1,410 -1%
KB
882
Kimelman & Baird
New York
$3.07M -$9.77K -344 -0.3%
FBT
883
First Bank & Trust
South Dakota
$3.06M +$73.8K +2,600 +3%
NA
884
NewEdge Advisors
Louisiana
$3.06M +$102K +3,603 +4%
PWLP
885
Prio Wealth Limited Partnership
Massachusetts
$3.04M +$11.3K +398 +0.4%
BTIS
886
BB&T Investment Services
North Carolina
$3.04M +$428K +15,062 +17%
B
887
BancorpSouth
Mississippi
$3.03M +$397 +14 +0%
MGIA
888
Moneta Group Investment Advisors
Missouri
$3.01M -$132K -4,636 -4%
PTB
889
Pioneer Trust Bank
Oregon
$3.01M +$335K +11,792 +13%
LMAM
890
Legg Mason Asset Management
Japan
$3M +$1.73M +60,772 +149%
FA
891
FMA Advisory
Pennsylvania
$3M -$131K -4,618 -4%
PHIMC
892
Private Harbour Investment Management & Counsel
Ohio
$2.99M +$162K +5,693 +6%
DIP
893
DT Investment Partners
Pennsylvania
$2.99M +$1.29M +45,535 +82%
BST
894
Bath Savings Trust
Maine
$2.98M +$19.7K +694 +0.7%
GIA
895
Gargoyle Investment Advisor
New Jersey
$2.97M +$358K +12,627 +14%
BFS
896
Bradley Foster & Sargent
Connecticut
$2.96M +$123K +4,337 +5%
BFA
897
Benedict Financial Advisors
Georgia
$2.95M +$30.4K +1,070 +1%
HA
898
Hamel Associates
New Jersey
$2.94M -$109K -3,840 -4%
BAS
899
Brown Advisory Securities
Maryland
$2.94M -$6.16K -217 -0.2%
MCM
900
Monarch Capital Management
Indiana
$2.93M +$163K +5,754 +6%

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.