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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
Russell Investments Group
76
Russell Investments Group
United Kingdom
$236M +$14.7M +529,674 +6%
LCS
77
Levin Capital Strategies
New York
$232M +$35.7M +1,282,335 +18%
PAMU
78
Pictet Asset Management (UK)
United Kingdom
$224M +$9.07M +326,011 +4%
TD Asset Management
79
TD Asset Management
Ontario, Canada
$218M +$2.62M +93,983 +1%
Adage Capital Partners
80
Adage Capital Partners
Massachusetts
$207M -$36.1M -1,298,314 -14%
LBA
81
Letko, Brosseau & Associates
Quebec, Canada
$198M +$1.5M +53,766 +0.7%
First Trust Advisors
82
First Trust Advisors
Illinois
$198M -$5.77M -207,213 -3%
Chevy Chase Trust
83
Chevy Chase Trust
Maryland
$193M -$7.26M -260,803 -4%
Stifel Financial
84
Stifel Financial
Missouri
$190M -$1.56M -55,881 -0.8%
Aberdeen Group
85
Aberdeen Group
United Kingdom
$188M +$25.6M +918,851 +15%
APG Asset Management
86
APG Asset Management
Netherlands
$187M -$96.4M -3,462,127 -29%
National Pension Service
87
National Pension Service
South Korea
$185M +$5.83M +209,479 +3%
WHG
88
Westwood Holdings Group
Texas
$177M +$8.52M +306,171 +5%
US Bancorp
89
US Bancorp
Minnesota
$174M -$10.7M -383,052 -6%
USAA
90
United Services Automobile Association
Texas
$171M -$626K -22,497 -0.4%
Man Group
91
Man Group
United Kingdom
$170M +$176M +6,323,991 New
State of New Jersey Common Pension Fund D
92
State of New Jersey Common Pension Fund D
New Jersey
$168M +$36.8M +1,324,000 +27%
SO
93
STRS Ohio
Ohio
$166M -$7.47M -268,420 -4%
Boston Partners
94
Boston Partners
Massachusetts
$163M +$168M +6,040,919 New
Korea Investment Corp
95
Korea Investment Corp
South Korea
$156M -$6.56M -235,698 -4%
PI
96
PGGM Investments
Netherlands
$156M +$40.2M +1,444,229 +33%
SBAM
97
Santa Barbara Asset Management
California
$149M +$9.9M +355,757 +7%
Ohio Public Employees Retirement System (OPERS)
98
Ohio Public Employees Retirement System (OPERS)
Ohio
$148M -$6.77M -243,275 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
99
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$145M +$11.8M +422,356 +9%
Aviva
100
Aviva
United Kingdom
$141M -$27.3M -982,212 -16%

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.