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2,314 hedge funds and large institutions have $124B invested in AT&T in 2019 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 1,150 increasing their positions, 875 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 1,150 | Existing positions reduced: 875

10% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 115

10% more capital invested

Capital invested by funds: $112B → $124B (+$11.4B)

10% more funds holding in top 10

Funds holding in top 10: 122134 (+12)

4% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.77B

0.56% less ownership

Funds ownership: 72.37%71.81% (-0.56%)

1% less funds holding

Funds holding: 2,3282,314 (-14)

Holders
2,314
Holders Change
-14
Holders Change %
-0.6%
% of All Funds
50.09%
Holding in Top 10
134
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.84%
% of All Funds
2.9%
New
127
Increased
1,150
Reduced
875
Closed
115
Calls
$1.84B
Puts
$1.77B
Net Calls
+$67.8M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
LD
926
Lipe & Dalton
New York
$2.74M +$66.1K +2,873 +3%
AWM
927
Altium Wealth Management
New York
$2.73M +$200K +8,694 +8%
VCWA
928
Vanguard Capital Wealth Advisors
Colorado
$2.73M +$554K +24,096 +26%
TCOT
929
Trust Company of Toledo
Ohio
$2.72M -$8.28K -360 -0.3%
OIA
930
Optimum Investment Advisors
Illinois
$2.72M -$90K -3,912 -3%
FBT
931
First Bank & Trust
South Dakota
$2.72M +$83.2K +3,617 +3%
PWS
932
Peloton Wealth Strategists
Indiana
$2.72M +$237K +10,322 +10%
PFSC
933
Peoples Financial Services Corp
Pennsylvania
$2.71M +$49.9K +2,170 +2%
OA
934
Oxbow Advisors
Texas
$2.7M +$18.8K +816 +0.7%
O
935
Ossiam
France
$2.69M +$1.13M +49,236 +76%
MA
936
Mutual Advisors
Nebraska
$2.69M +$178K +7,746 +7%
VWM
937
Valley Wealth Managers
New Jersey
$2.69M +$588K +25,565 +29%
AAIM
938
American Assets Investment Management
California
$2.68M
SFA
939
Sequoia Financial Advisors
Ohio
$2.68M +$1.17M +51,016 +82%
BW
940
Bison Wealth
Georgia
$2.67M +$116K +5,043 +5%
BIC
941
Beach Investment Counsel
Pennsylvania
$2.67M
GWMIA
942
Global Wealth Management Investment Advisory
Florida
$2.67M -$64.8K -2,818 -2%
LJHT
943
Laurie J. Hall Trustee
$2.67M -$23.1K -1,002 -0.9%
HKIM
944
Hayek Kallen Investment Management
Alabama
$2.67M +$16.1K +700 +0.6%
FFSOTS
945
Fiduciary Financial Services of The Southwest
Texas
$2.66M -$65.7K -2,856 -2%
DI
946
Diligent Investors
California
$2.65M +$82.3K +3,579 +3%
LBC
947
Lowe Brockenbrough & Co
Virginia
$2.65M +$274K +11,921 +12%
CAM
948
Costello Asset Management
Pennsylvania
$2.64M -$212K -9,233 -8%
WB
949
Webster Bank
Connecticut
$2.64M -$60K -2,608 -2%
TL
950
TrueWealth LLC
Georgia
$2.63M -$1.11M -48,311 -30%

T Hedge Fund Activity: Q1 2019 in Review

2,314 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2019, worth a combined $124B — up 10% from $112B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new T positions and 115 closed out — a net gain of 12 holders — while 1,150 added to existing stakes and 875 trimmed.

The largest buyer was State Street, adding an estimated $550M. The largest seller was T. Rowe Price Associates, cutting an estimated $490M.

  • 2,314 institutional investors held AT&T (T) as of Q1 2019, down from 2,328 in Q4 2018.
  • Funds reported $124B of AT&T stock for Q1 2019, up 10% quarter-over-quarter.
  • 127 funds opened new AT&T positions in Q1 2019 and 115 closed out, a net change of +12 holders.
  • The largest AT&T buyer in Q1 2019 was State Street, an estimated $550M added.
  • The largest AT&T seller in Q1 2019 was T. Rowe Price Associates, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2019.