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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
AIP
1001
Ahrens Investment Partners
Louisiana
$2.5M -$267K -9,792 -10%
PJSIMP
1002
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.5M -$224K -8,185 -9%
SLF
1003
Sun Life Financial
Ontario, Canada
$2.49M +$163K +5,957 +8%
FBC
1004
Fairfield, Bush & Co
Connecticut
$2.49M +$46K +1,686 +2%
Wealth Enhancement Advisory Services
1005
Wealth Enhancement Advisory Services
Minnesota
$2.49M +$1.51M +55,122 +161%
PRS
1006
Pinkerton Retirement Specialists
Idaho
$2.49M +$80.7K +2,954 +4%
MC
1007
Mathes Company
New York
$2.48M -$232K -8,507 -9%
KFA
1008
Kays Financial Advisory
Georgia
$2.48M +$9.99K +366 +0.4%
HCM
1009
Hall Capital Management
Rhode Island
$2.47M -$96K -3,515 -4%
FFA
1010
First Foundation Advisors
California
$2.47M +$689K +25,220 +43%
MHS
1011
M Holdings Securities
Oregon
$2.46M +$571K +20,910 +33%
Fayez Sarofim & Co
1012
Fayez Sarofim & Co
Texas
$2.46M +$69.8K +2,557 +3%
CK
1013
Cohen Klingenstein
New York
$2.46M +$10.8K +397 +0.5%
MCP
1014
Mirador Capital Partners
California
$2.45M +$26.7K +978 +1%
PSF
1015
Pacific Sun Financial
California
$2.45M +$2.28M +83,560 New
CCA
1016
Checchi Capital Advisers
California
$2.45M -$60.4K -2,213 -3%
SAM
1017
Strategy Asset Managers
California
$2.45M -$60.7K -2,223 -3%
CAG
1018
Csenge Advisory Group
Florida
$2.44M +$26.1K +957 +1%
NWP
1019
Northstar Wealth Partners
Connecticut
$2.43M +$52.8K +1,935 +2%
CS
1020
Comerica Securities
Michigan
$2.42M +$274K +10,033 +14%
MIM
1021
Marco Investment Management
Georgia
$2.41M -$46.5K -1,703 -2%
SIC
1022
Salem Investment Counselors
North Carolina
$2.41M -$150K -5,479 -6%
HFBOT
1023
Home Federal Bank of Tennessee
Tennessee
$2.4M +$14.6K +533 +0.7%
BW
1024
Bison Wealth
Georgia
$2.4M +$326K +11,951 +17%
BFM
1025
Boston Financial Management
Massachusetts
$2.39M -$332K -12,160 -13%

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.