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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
WJA
926
Williams Jones & Associates
New York
$2.77M -$98K -3,451 -4%
BFM
927
Boston Financial Management
Massachusetts
$2.77M -$8.07M -284,366 -75%
VAM
928
Visionary Asset Management
Texas
$2.77M +$7.3K +257 +0.3%
PJSIMP
929
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.76M -$222K -7,811 -8%
MC
930
Mathes Company
New York
$2.75M -$167K -5,892 -6%
DI
931
Diligent Investors
California
$2.74M -$5.42K -191 -0.2%
CT
932
Clearstead Trust
Maine
$2.74M -$1.83M -64,363 -41%
RIG
933
Renaissance Investment Group
Massachusetts
$2.72M -$53.1K -1,872 -2%
PPSG
934
Princeton Portfolio Strategies Group
New Jersey
$2.72M +$136K +4,787 +5%
SLG
935
Stanley-Laman Group
Pennsylvania
$2.72M -$141K -4,957 -5%
SOAMC
936
Spirit of America Management Corp
New York
$2.72M -$235K -8,295 -8%
GBT
937
Grove Bank & Trust
Florida
$2.71M +$106K +3,726 +4%
LI
938
Longer Investments
Arkansas
$2.69M +$203K +7,163 +9%
RWA
939
Ropes Wealth Advisors
Massachusetts
$2.68M +$68.9K +2,428 +3%
NGA
940
Naples Global Advisors
Florida
$2.68M +$74.4K +2,621 +3%
DHFB
941
Dixon Hubard Feinour & Brown
Virginia
$2.67M -$129K -4,535 -5%
EI
942
EDMP Inc
Florida
$2.66M +$8.29K +292 +0.3%
RWA
943
River Wealth Advisors
Pennsylvania
$2.66M -$192K -6,749 -7%
AWCI
944
Alpine Woods Capital Investors
New York
$2.65M +$620K +21,846 +32%
CCT
945
Chemung Canal Trust
New York
$2.63M -$119K -4,182 -4%
B
946
Bellecapital
Switzerland
$2.63M -$1.77M -62,297 -41%
LOAME
947
Lombard Odier Asset Management (Europe)
United Kingdom
$2.63M
WAP
948
Wealthcare Advisory Partners
Pennsylvania
$2.63M +$2.5M +88,225 +14,979%
PCFFS
949
Pacific Center for Financial Services
California
$2.62M +$29.7K +1,045 +1%
EWA
950
EP Wealth Advisors
California
$2.61M +$53.9K +1,900 +2%

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.