We are live on ! Find out more

2,302 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1001
Baugh & Associates
Georgia
$2.77M -$311K -12,373 -10%
LD
1002
Lipe & Dalton
New York
$2.76M +$2.4M +95,756 +535%
MGIA
1003
Moneta Group Investment Advisors
Missouri
$2.75M +$128K +5,108 +5%
GIA
1004
Gargoyle Investment Advisor
New Jersey
$2.74M +$2.61K +104 +0.1%
SCM
1005
Southport Capital Management
Tennessee
$2.74M +$420K +16,737 +17%
BIC
1006
Beach Investment Counsel
Pennsylvania
$2.74M +$1.84M +73,119 +184%
Bessemer Group
1007
Bessemer Group
New Jersey
$2.73M -$4.09M -162,770 -59%
GIM
1008
Groesbeck Investment Management
New Jersey
$2.73M +$2.82M +112,540 New
HAM
1009
Hillswick Asset Management
Connecticut
$2.72M
MCM
1010
Monarch Capital Management
Indiana
$2.71M +$98.2K +3,911 +4%
IA
1011
Icon Advisers
Colorado
$2.7M +$699K +27,832 +33%
CIA
1012
Covington Investment Advisors
Pennsylvania
$2.67M +$4.67K +186 +0.2%
PTB
1013
Pioneer Trust Bank
Oregon
$2.66M -$2.94K -117 -0.1%
WDA
1014
Wendell David Associates
New Hampshire
$2.65M +$414K +16,495 +18%
BFA
1015
Benedict Financial Advisors
Georgia
$2.65M +$115K +4,586 +4%
DI
1016
Diligent Investors
California
$2.64M +$254K +10,123 +10%
BAS
1017
Brown Advisory Securities
Maryland
$2.62M +$54.4K +2,166 +2%
HDIM
1018
Hanson & Doremus Investment Management
Vermont
$2.62M +$531K +21,139 +24%
CRIG
1019
Charter Research & Investment Group
Connecticut
$2.62M -$2.38K -95 -0.1%
PA
1020
Prism Advisors
California
$2.62M +$106K +4,210 +4%
BAM
1021
Brave Asset Management
New Jersey
$2.62M +$3.74K +149 +0.1%
GSBTD
1022
Glenview State Bank Trust Department
Illinois
$2.61M -$6.35K -253 -0.2%
SFI
1023
SPC Financial Inc
Maryland
$2.6M +$73.1K +2,914 +3%
CCM
1024
Cribstone Capital Management
Maine
$2.6M +$326K +12,971 +14%
KLCMU
1025
Kite Lake Capital Management (UK)
United Kingdom
$2.6M +$2.69M +107,263 New

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.