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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
901
Fairholme Capital Management
Florida
$2.85M +$2.95M +105,920 New
TYCC
902
Texas Yale Capital Corp
Florida
$2.84M -$29.8K -1,072 -1%
SWMG
903
Signature Wealth Management Group
Georgia
$2.84M +$156K +5,605 +6%
IBOK
904
Independence Bank of Kentucky
Kentucky
$2.82M -$84.9K -3,051 -3%
BFA
905
Benedict Financial Advisors
Georgia
$2.82M +$66.7K +2,395 +2%
SFI
906
SPC Financial Inc
Maryland
$2.81M -$2.75K -99 -0.1%
HPC
907
Hobart Private Capital
North Carolina
$2.81M -$5.68K -204 -0.2%
CTA
908
Chesley Taft & Associates
Illinois
$2.81M -$103K -3,718 -3%
LK
909
Lumbard & Kellner
New Hampshire
$2.8M -$20.9K -752 -0.7%
HVIA
910
Hudson Valley Investment Advisors
New York
$2.79M -$79.5K -2,858 -3%
TC
911
Telemus Capital
Michigan
$2.79M +$33.4K +1,199 +1%
PP
912
Paloma Partners
Connecticut
$2.79M -$331K -11,881 -10%
WPW
913
Winthrop Partners - WNY
New York
$2.77M
Jones Financial Companies
914
Jones Financial Companies
Missouri
$2.77M -$203K -7,286 -7%
FDS
915
First Dallas Securities
Texas
$2.77M -$50.2K -1,802 -2%
AF
916
Alerus Financial
North Dakota
$2.77M -$3.3M -118,748 -54%
PAM
917
PVG Asset Management
Colorado
$2.76M +$1.47M +52,690 +106%
DLCIG
918
D.L. Carlson Investment Group
New Hampshire
$2.76M -$121K -4,352 -4%
IWM
919
IHT Wealth Management
Illinois
$2.76M +$33K +1,187 +1%
PWAP
920
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.74M +$81.9K +2,941 +3%
PHS
921
Pekin Hardy Strauss
Illinois
$2.74M -$36.8K -1,324 -1%
FMC
922
First Merchants Corp
Indiana
$2.73M -$128K -4,595 -4%
NWP
923
Northstar Wealth Partners
Connecticut
$2.73M +$487K +17,497 +21%
LBC
924
Lowe Brockenbrough & Co
Virginia
$2.73M +$81.7K +2,934 +3%
ACS
925
Archford Capital Strategies
Illinois
$2.73M +$1.08K +39 +0%

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.