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2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
976
Graham Capital Management
Connecticut
$2.65M +$2.46M +90,056 New
YIA
977
YHB Investment Advisors
Connecticut
$2.64M -$131K -4,814 -5%
WI
978
WrapManager Inc
California
$2.63M +$158K +5,776 +7%
RWA
979
Ropes Wealth Advisors
Massachusetts
$2.62M -$41K -1,500 -2%
DHFB
980
Dixon Hubard Feinour & Brown
Virginia
$2.61M -$37.1K -1,357 -2%
LOAME
981
Lombard Odier Asset Management (Europe)
United Kingdom
$2.61M +$5.22K +191 +0.2%
WB
982
Webster Bank
Connecticut
$2.61M -$173K -6,318 -7%
NFA
983
Nuveen Fund Advisors
Illinois
$2.59M -$829K -30,354 -26%
IWA
984
Intercontinental Wealth Advisors
Texas
$2.59M -$212K -7,755 -8%
PCFFS
985
Pacific Center for Financial Services
California
$2.58M -$19.4K -712 -0.8%
PCTC
986
Perkins Coie Trust Company
Washington
$2.58M +$12.9K +471 +0.5%
FMTCOCP
987
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.58M +$14.5K +530 +0.6%
RWA
988
River Wealth Advisors
Pennsylvania
$2.57M -$60.5K -2,216 -2%
NA
989
Navellier & Associates
Nevada
$2.55M -$1.8M -65,806 -43%
WJA
990
Williams Jones & Associates
New York
$2.55M -$186K -6,804 -7%
SLG
991
Stanley-Laman Group
Pennsylvania
$2.55M -$136K -4,984 -5%
BKA
992
Brick & Kyle Associates
Pennsylvania
$2.55M +$2.1K +77 +0.1%
NGA
993
Naples Global Advisors
Florida
$2.55M -$102K -3,746 -4%
NEI
994
Northwest & Ethical Investments
Ontario, Canada
$2.53M -$575K -21,052 -20%
IFWM
995
Institute for Wealth Management
Colorado
$2.51M -$1.29M -47,346 -36%
PL
996
Perpetual Ltd
Australia
$2.51M +$271K +9,930 +13%
NHC
997
Nicholas Hoffman & Company
Georgia
$2.51M +$70.9K +2,598 +3%
CAM
998
Columbia Asset Management
Michigan
$2.5M +$2.21K +81 +0.1%
BC
999
Burleson & Co
California
$2.5M +$2.33M +85,296 New
AssetMark Inc
1000
AssetMark Inc
California
$2.5M +$792K +29,003 +52%

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.