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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
Cerity Partners
901
Cerity Partners
New York
$2.92M +$2.8M +98,539 New
MBA
902
McQueen Ball & Associates
Pennsylvania
$2.88M -$22.9K -807 -0.8%
ACS
903
Archford Capital Strategies
Illinois
$2.88M +$20.8K +733 +0.8%
MNBTD
904
Moody National Bank Trust Division
Texas
$2.87M -$579K -20,399 -17%
PFSC
905
Peoples Financial Services Corp
Pennsylvania
$2.87M +$30.1K +1,059 +1%
FHA
906
Flagship Harbor Advisors
Massachusetts
$2.87M -$518K -18,250 -16%
LCP
907
Legacy Capital Partners
Wisconsin
$2.87M +$81.2K +2,860 +3%
WDA
908
Wendell David Associates
New Hampshire
$2.86M +$41.3K +1,456 +2%
SCM
909
Southport Capital Management
Tennessee
$2.85M +$121K +4,252 +5%
BMC
910
Beaton Management Company
Massachusetts
$2.85M -$3.75K -132 -0.1%
FSA
911
Financial Sense Advisors
California
$2.84M -$26.7K -941 -1%
LNC
912
Lincoln National Corp
Pennsylvania
$2.84M +$210K +7,398 +8%
CBB
913
Citizens Business Bank
California
$2.84M +$1.4M +49,411 +106%
IWA
914
Intercontinental Wealth Advisors
Texas
$2.83M -$87K -3,066 -3%
PWAP
915
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.83M +$90.3K +3,180 +3%
CCM
916
Cribstone Capital Management
Maine
$2.83M +$301K +10,609 +12%
IT
917
Independence Trust
Tennessee
$2.83M
RMAM
918
Raab & Moskowitz Asset Management
New Jersey
$2.82M +$160K +5,641 +5%
WB
919
Webster Bank
Connecticut
$2.82M -$49.7K -1,751 -2%
S
920
SignatureFD
Georgia
$2.81M -$152K -5,360 -5%
AIP
921
Ahrens Investment Partners
Louisiana
$2.81M -$193K -6,782 -7%
EDRH
922
Edmond de Rothschild Holding
Switzerland
$2.8M +$460K +16,202 +21%
YIA
923
YHB Investment Advisors
Connecticut
$2.8M -$551K -19,404 -17%
TCM
924
Telos Capital Management
California
$2.78M +$34.9K +1,229 +1%
ANRIA
925
American National Registered Investment Advisor
Texas
$2.77M -$583K -20,531 -18%

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.