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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
Fayez Sarofim & Co
1001
Fayez Sarofim & Co
Texas
$2.4M -$7.52K -265 -0.3%
WCA
1002
Westover Capital Advisors
Delaware
$2.4M -$198K -6,965 -8%
QI
1003
Quotient Investors
New York
$2.4M +$3.86K +136 +0.2%
FM
1004
Foster & Motley
Ohio
$2.4M -$86.2K -3,036 -4%
CSM
1005
CAMG Solamere Management
North Carolina
$2.4M +$1.91M +67,116 +486%
BIM
1006
Bridges Investment Management
Nebraska
$2.38M +$908K +31,983 +66%
EIM
1007
Essex Investment Management
Massachusetts
$2.38M -$32.9K -1,160 -1%
NWP
1008
Northstar Wealth Partners
Connecticut
$2.38M -$371K -13,065 -14%
HDIM
1009
Hanson & Doremus Investment Management
Vermont
$2.36M +$75.4K +2,656 +3%
CFA
1010
Carroll Financial Associates
North Carolina
$2.36M -$31.1K -1,095 -1%
ASC
1011
Atalanta Sosnoff Capital
New York
$2.35M -$26.5M -934,536 -92%
OCM
1012
One Capital Management
California
$2.35M +$96.2K +3,387 +4%
PAWC
1013
P.A.W. Capital
Connecticut
$2.35M -$864K -30,452 -28%
PNAA
1014
Pictet North America Advisors
Switzerland
$2.35M +$376K +13,240 +20%
WCM
1015
Washington Capital Management
Washington
$2.35M +$37.6K +1,324 +2%
CG
1016
Cutler Group
California
$2.35M +$333K +11,746 +17%
BO
1017
BRR OpCo
Ohio
$2.34M -$51.8K -1,824 -2%
SLF
1018
Sun Life Financial
Ontario, Canada
$2.34M +$321K +11,303 +17%
TC
1019
Telemus Capital
Michigan
$2.33M -$326K -11,474 -13%
DRS
1020
Deane Retirement Strategies
Louisiana
$2.33M -$34.7K -1,223 -2%
NIS
1021
National Investment Services
Wisconsin
$2.33M -$38.4K -1,354 -2%
AAM
1022
AR Asset Management
California
$2.33M
WPP
1023
Whalerock Point Partners
Rhode Island
$2.33M +$76.1K +2,681 +4%
GA
1024
GFS Advisors
Texas
$2.33M +$640K +22,542 +40%
SC
1025
Savant Capital
Illinois
$2.31M -$38.1K -1,342 -2%

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.