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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
NEI
926
Northwest & Ethical Investments
Ontario, Canada
$2.7M +$387K +13,902 +16%
CB
927
Cadence Bank
Mississippi
$2.69M -$61.4K -2,206 -2%
PFSC
928
Peoples Financial Services Corp
Pennsylvania
$2.67M +$25.8K +927 +0.9%
PWLP
929
Prio Wealth Limited Partnership
Massachusetts
$2.66M -$48.8K -1,753 -2%
DI
930
Diligent Investors
California
$2.66M -$11.2K -403 -0.4%
CT
931
Cambridge Trust
Massachusetts
$2.65M -$330K -11,861 -11%
CCM
932
Crossvault Capital Management
Texas
$2.64M -$240K -8,606 -8%
JIC
933
Joel Isaacson & Co
New York
$2.62M +$135K +4,859 +5%
MBA
934
McQueen Ball & Associates
Pennsylvania
$2.61M -$25.7K -925 -0.9%
SCM
935
Southport Capital Management
Tennessee
$2.59M -$16.7K -600 -0.6%
BMC
936
Beaton Management Company
Massachusetts
$2.59M -$4.59K -165 -0.2%
BFS
937
Bradley Foster & Sargent
Connecticut
$2.59M -$138K -4,961 -5%
AssetMark Inc
938
AssetMark Inc
California
$2.58M +$291K +10,466 +12%
SIC
939
Sigma Investment Counselors
Michigan
$2.58M -$40.7K -1,461 -2%
TCM
940
Telos Capital Management
California
$2.56M -$61.4K -2,206 -2%
HF
941
HRT Financial
New York
$2.55M +$1.58M +56,810 +150%
GLA
942
Good Life Advisors
Pennsylvania
$2.54M -$564K -20,256 -17%
CCM
943
Cribstone Capital Management
Maine
$2.54M -$27.7K -997 -1%
LCP
944
Legacy Capital Partners
Wisconsin
$2.54M -$80.7K -2,900 -3%
SCM
945
Salem Capital Management
Massachusetts
$2.54M +$55.3K +1,986 +2%
FIAS
946
FinTrust Investment Advisory Services
South Carolina
$2.51M +$39K +1,401 +2%
WDA
947
Wendell David Associates
New Hampshire
$2.5M -$14.7K -529 -0.6%
DHFB
948
Dixon Hubard Feinour & Brown
Virginia
$2.5M +$104K +3,753 +4%
FFA
949
First Foundation Advisors
California
$2.49M +$234K +8,412 +10%
WI
950
WrapManager Inc
California
$2.49M +$73.5K +2,640 +3%

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.