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1,978 hedge funds and large institutions have $136B invested in AT&T in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 941 increasing their positions, 800 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 941 | Existing positions reduced: 800

17% more funds holding in top 10

Funds holding in top 10: 150175 (+25)

5% more capital invested

Capital invested by funds: $130B → $136B (+$6.67B)

1.07% more ownership

Funds ownership: 74.03%75.1% (+1.1%)

0% less funds holding

Funds holding: 1,9811,978 (-3)

28% less call options, than puts

Call options by funds: $3.51B | Put options by funds: $4.85B

Holders
1,978
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
49.3%
Holding in Top 10
175
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+16.67%
% of All Funds
4.36%
New
76
Increased
941
Reduced
800
Closed
60
Calls
$3.51B
Puts
$4.85B
Net Calls
-$1.34B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
976
Kays Financial Advisory
Georgia
$2.49M +$76.1K +2,681 +3%
WI
977
WrapManager Inc
California
$2.48M +$2.16K +76 +0.1%
KS
978
Karpas Strategies
Connecticut
$2.48M
MIM
979
Marco Investment Management
Georgia
$2.48M +$28.1K +990 +1%
Balyasny Asset Management
980
Balyasny Asset Management
Illinois
$2.47M +$2.37M +83,412 New
KWM
981
Kingsview Wealth Management
Oregon
$2.47M +$49.7K +1,750 +2%
PRS
982
Pinkerton Retirement Specialists
Idaho
$2.46M -$47.8K -1,684 -2%
FBC
983
Fairfield, Bush & Co
Connecticut
$2.46M +$20.4K +719 +0.9%
CK
984
Cohen Klingenstein
New York
$2.46M
AP
985
AHL Partners
United Kingdom
$2.46M -$1.93M -68,141 -45%
SSP
986
Sapphire Star Partners
Washington
$2.46M -$474K -16,682 -17%
FIAS
987
FinTrust Investment Advisory Services
South Carolina
$2.46M +$2.36M +82,992 New
RWM
988
RKL Wealth Management
Pennsylvania
$2.45M +$45.5K +1,603 +2%
CBN
989
Cadence Bank NA
Texas
$2.45M +$48K +1,690 +2%
NHC
990
Nicholas Hoffman & Company
Georgia
$2.45M +$7.1K +250 +0.3%
VIA
991
Virtus Investment Advisers
Connecticut
$2.44M -$331K -11,649 -12%
CIM
992
CenturyLink Investment Management
Colorado
$2.44M
MCP
993
Mirador Capital Partners
California
$2.44M +$30.8K +1,086 +1%
IA
994
Icon Advisers
Colorado
$2.44M +$2.34M +82,353 New
CAG
995
Csenge Advisory Group
Florida
$2.43M +$2.34M +82,296 New
WIM
996
Wittenberg Investment Management
Massachusetts
$2.43M -$9.77K -344 -0.4%
SFG
997
Summit Financial Group
West Virginia
$2.42M +$23.6K +833 +1%
LMIM
998
Lockheed Martin Investment Management
Maryland
$2.42M
Simplex Trading
999
Simplex Trading
Illinois
$2.42M +$2.32M +81,633 New
HFBOT
1000
Home Federal Bank of Tennessee
Tennessee
$2.41M +$97.7K +3,443 +4%

T Hedge Fund Activity: Q3 2017 in Review

1,978 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2017, worth a combined $136B — up 5.1% from $130B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new T positions and 60 closed out — a net gain of 16 holders — while 941 added to existing stakes and 800 trimmed.

The largest buyer was Bank of America, adding an estimated $436M. The largest seller was Capital International Investors, cutting an estimated $269M.

  • 1,978 institutional investors held AT&T (T) as of Q3 2017, down from 1,981 in Q2 2017.
  • Funds reported $136B of AT&T stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 76 funds opened new AT&T positions in Q3 2017 and 60 closed out, a net change of +16 holders.
  • The largest AT&T buyer in Q3 2017 was Bank of America, an estimated $436M added.
  • The largest AT&T seller in Q3 2017 was Capital International Investors, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2017.