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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
FBC
1001
Fairfield, Bush & Co
Connecticut
$2.23M -$63.1K -2,266 -3%
AIP
1002
Ahrens Investment Partners
Louisiana
$2.22M -$70.1K -2,519 -3%
HCM
1003
Hall Capital Management
Rhode Island
$2.22M -$46.6K -1,675 -2%
BOTW
1004
Bank of the West
California
$2.22M +$156K +5,619 +7%
HPIA
1005
Hamilton Point Investment Advisors
North Carolina
$2.22M +$1.23M +44,132 +115%
MIM
1006
Marco Investment Management
Georgia
$2.21M -$2.67K -96 -0.1%
SAM
1007
Strategy Asset Managers
California
$2.21M -$37.3K -1,340 -2%
KFA
1008
Kays Financial Advisory
Georgia
$2.19M -$88.9K -3,195 -4%
EWA
1009
EP Wealth Advisors
California
$2.19M +$52.9K +1,902 +2%
Parallax Volatility Advisers
1010
Parallax Volatility Advisers
California
$2.19M -$3.03M -108,719 -57%
NHC
1011
Nicholas Hoffman & Company
Georgia
$2.19M -$115K -4,141 -5%
SLG
1012
Stanley-Laman Group
Pennsylvania
$2.19M -$160K -5,751 -7%
Group One Trading
1013
Group One Trading
Illinois
$2.18M -$7.35M -264,248 -77%
GBBWRPM
1014
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.18M +$532K +19,120 +31%
PWA
1015
Providence Wealth Advisors
Illinois
$2.18M +$2.29M +82,167 New
Koshinski Asset Management
1016
Koshinski Asset Management
Illinois
$2.18M -$570K -20,481 -20%
Fayez Sarofim & Co
1017
Fayez Sarofim & Co
Texas
$2.17M -$85.1K -3,057 -4%
BO
1018
BRR OpCo
Ohio
$2.17M -$9.27K -333 -0.4%
VWM
1019
Valley Wealth Managers
New Jersey
$2.17M +$48K +1,726 +2%
HCM
1020
Hodges Capital Management
Texas
$2.16M -$469K -16,835 -17%
FM
1021
Foster & Motley
Ohio
$2.16M +$32.2K +1,157 +1%
CIAS
1022
Capital Investment Advisory Services
North Carolina
$2.15M +$46.2K +1,660 +2%
WCM
1023
Washington Capital Management
Washington
$2.15M -$3.67K -132 -0.2%
PAS
1024
Park Avenue Securities
New York
$2.15M +$633K +22,757 +39%
LOAME
1025
Lombard Odier Asset Management (Europe)
United Kingdom
$2.14M -$262K -9,403 -11%

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.