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
FA
876
FMA Advisory
Pennsylvania
$3.33M +$325K +11,892 +12%
DIP
877
DT Investment Partners
Pennsylvania
$3.33M +$333K +12,194 +12%
HAM
878
Hillswick Asset Management
Connecticut
$3.32M
WCA
879
Westover Capital Advisors
Delaware
$3.32M +$867K +31,762 +39%
GC
880
Grimes & Company
Massachusetts
$3.3M -$60.7K -2,224 -2%
FTC
881
Farmers Trust Company
Ohio
$3.28M +$1.54M +56,245 +101%
BB
882
Bell Bank
North Dakota
$3.27M -$331K -12,137 -10%
Cerity Partners
883
Cerity Partners
New York
$3.26M +$340K +12,456 +13%
MSAM
884
Moloney Securities Asset Management
Missouri
$3.25M +$27.4K +1,005 +0.9%
BAM
885
Brave Asset Management
New Jersey
$3.24M +$20.2K +738 +0.7%
CT
886
Cambridge Trust
Massachusetts
$3.24M -$251K -9,179 -8%
Jones Financial Companies
887
Jones Financial Companies
Missouri
$3.24M +$622K +22,761 +26%
GSBTD
888
Glenview State Bank Trust Department
Illinois
$3.24M -$61.5K -2,251 -2%
CCM
889
Catawba Capital Management
Virginia
$3.23M -$43.2K -1,583 -1%
PTB
890
Pioneer Trust Bank
Oregon
$3.22M +$217K +7,936 +8%
RIM
891
Rampart Investment Management
Connecticut
$3.22M -$26K -951 -0.9%
PLFAM
892
Pineno Levin & Ford Asset Management
Virginia
$3.21M +$25.1K +919 +0.8%
VF
893
Virtu Financial
New York
$3.21M +$2.99M +109,343 New
CIA
894
Covington Investment Advisors
Pennsylvania
$3.19M +$38.3K +1,403 +1%
DIA
895
Denver Investment Advisors
Colorado
$3.19M -$212K -7,777 -7%
FCCM
896
First City Capital Management
Georgia
$3.18M -$209K -7,638 -7%
CTA
897
Chesley Taft & Associates
Illinois
$3.17M -$1.49M -54,729 -34%
IBOK
898
Independence Bank of Kentucky
Kentucky
$3.17M +$2.95M +107,865 New
OAM
899
Oak Asset Management
California
$3.17M +$2.95M +107,891 New
CRIG
900
Charter Research & Investment Group
Connecticut
$3.16M +$2.94M +107,697 New

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.