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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
RMAM
926
Raab & Moskowitz Asset Management
New Jersey
$3.01M -$233K -8,517 -8%
TC
927
Telemus Capital
Michigan
$3.01M +$642K +23,514 +30%
BST
928
Bath Savings Trust
Maine
$3.01M +$42.3K +1,549 +2%
BFA
929
Benedict Financial Advisors
Georgia
$3.01M +$69.9K +2,558 +3%
CB
930
Cadence Bank
Mississippi
$2.99M +$2.78M +101,948 New
Koshinski Asset Management
931
Koshinski Asset Management
Illinois
$2.98M +$365K +13,362 +15%
IWM
932
IHT Wealth Management
Illinois
$2.97M +$1.16M +42,633 +71%
BFS
933
Bradley Foster & Sargent
Connecticut
$2.97M +$31.2K +1,143 +1%
MHIC
934
Marble Harbor Investment Counsel
Massachusetts
$2.96M -$108K -3,972 -4%
PWLP
935
Prio Wealth Limited Partnership
Massachusetts
$2.96M -$57K -2,086 -2%
IT
936
Independence Trust
Tennessee
$2.94M +$125K +4,568 +5%
SWMG
937
Signature Wealth Management Group
Georgia
$2.93M +$2.72M +99,758 New
WPW
938
Winthrop Partners - WNY
New York
$2.92M +$2.85M +104,431 New
DI
939
Diligent Investors
California
$2.92M +$180K +6,575 +7%
LMAM
940
Legg Mason Asset Management
Japan
$2.9M -$72.3K -2,648 -3%
PWAP
941
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.9M +$82.9K +3,037 +3%
LBC
942
Lowe Brockenbrough & Co
Virginia
$2.9M +$319K +11,664 +13%
PFSC
943
Peoples Financial Services Corp
Pennsylvania
$2.89M +$36.2K +1,324 +1%
MBA
944
McQueen Ball & Associates
Pennsylvania
$2.87M +$16.6K +609 +0.6%
LCP
945
Legacy Capital Partners
Wisconsin
$2.85M +$10.8K +397 +0.4%
SIC
946
Sigma Investment Counselors
Michigan
$2.85M -$199K -7,293 -7%
MNBTD
947
Moody National Bank Trust Division
Texas
$2.85M
HCM
948
Hodges Capital Management
Texas
$2.85M -$345K -12,639 -12%
TCM
949
Telos Capital Management
California
$2.85M +$86.8K +3,179 +3%
SCM
950
Southport Capital Management
Tennessee
$2.85M +$13K +475 +0.5%

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.