We are live on ! Find out more

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
PA
951
Prism Advisors
California
$2.45M -$121K -4,344 -4%
NCM
952
Narwhal Capital Management
Georgia
$2.45M +$978K +35,144 +63%
MHIC
953
Marble Harbor Investment Counsel
Massachusetts
$2.44M -$289K -10,371 -10%
RCM
954
Radnor Capital Management
Pennsylvania
$2.43M -$9.44K -339 -0.4%
RWA
955
Ropes Wealth Advisors
Massachusetts
$2.42M +$20.3K +728 +0.8%
PCTC
956
Perkins Coie Trust Company
Washington
$2.42M +$57.5K +2,067 +2%
LI
957
Longer Investments
Arkansas
$2.42M -$12.3K -443 -0.5%
BKA
958
Brick & Kyle Associates
Pennsylvania
$2.41M +$71.4K +2,566 +3%
MA
959
Mutual Advisors
Nebraska
$2.41M +$665K +23,909 +37%
DIA
960
Dean Investment Associates
Ohio
$2.4M +$602K +21,635 +32%
MNBTD
961
Moody National Bank Trust Division
Texas
$2.4M -$222K -7,981 -8%
VAM
962
Visionary Asset Management
Texas
$2.39M -$139K -4,997 -5%
WAP
963
Wealthcare Advisory Partners
Pennsylvania
$2.39M -$37.7K -1,356 -2%
CFA
964
Carroll Financial Associates
North Carolina
$2.39M +$222K +7,960 +10%
CC
965
Cognios Capital
Kansas
$2.38M +$202K +7,258 +9%
AAF
966
Andra AP-fonden
Sweden
$2.37M -$23M -826,970 -90%
WSTAM
967
Wilbanks Smith & Thomas Asset Management
Virginia
$2.37M -$61.4K -2,207 -2%
SRAM
968
Stone Ridge Asset Management
New York
$2.36M +$722K +25,951 +42%
NA
969
Navellier & Associates
Nevada
$2.36M +$15K +539 +0.6%
PCFFS
970
Pacific Center for Financial Services
California
$2.35M -$17.5K -629 -0.7%
CCA
971
Checchi Capital Advisers
California
$2.35M +$108K +3,863 +5%
FIM
972
Freedom Investment Management
Connecticut
$2.35M -$104K -3,737 -4%
PHIMC
973
Private Harbour Investment Management & Counsel
Ohio
$2.35M -$111K -3,999 -4%
MC
974
Mathes Company
New York
$2.34M +$70K +2,516 +3%
HDIM
975
Hanson & Doremus Investment Management
Vermont
$2.34M +$187K +6,715 +8%

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.