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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
CRIG
1001
Charter Research & Investment Group
Connecticut
$2.74M -$4.07K -166 -0.2%
Fiera Capital (Canada)
1002
Fiera Capital (Canada)
Quebec, Canada
$2.73M -$441K -18,016 -14%
CC
1003
Chicago Capital
Illinois
$2.73M +$47.2K +1,926 +2%
MWM
1004
Mission Wealth Management
California
$2.73M +$1.4M +57,057 +113%
VSI
1005
Verde Servicos Internacionais
Brazil
$2.72M +$2.79M +113,839 New
TMAM
1006
Tokio Marine Asset Management
Japan
$2.71M -$761K -31,083 -23%
WDA
1007
Wendell David Associates
New Hampshire
$2.7M -$71.3K -2,912 -3%
KB
1008
Kimelman & Baird
New York
$2.7M +$33.2K +1,356 +1%
SP
1009
SWS Partners
Ohio
$2.69M +$151K +6,174 +8%
RIM
1010
Rampart Investment Management
Connecticut
$2.69M -$164K -6,682 -4%
BW
1011
Bison Wealth
Georgia
$2.68M +$466K +19,028 +22%
PA
1012
Prism Advisors
California
$2.67M +$57K +2,327 +2%
BAS
1013
Brown Advisory Securities
Maryland
$2.67M -$77.9K -3,180 -3%
BST
1014
Bath Savings Trust
Maine
$2.67M -$35.3K -1,441 -1%
AF
1015
Alerus Financial
North Dakota
$2.67M +$1K +41 +0%
MA
1016
Mutual Advisors
Nebraska
$2.66M +$192K +7,823 +8%
MHS
1017
M Holdings Securities
Oregon
$2.66M +$137K +5,609 +6%
OCM
1018
One Capital Management
California
$2.66M +$268K +10,953 +12%
TSS
1019
Two Sigma Securities
New York
$2.65M -$5.06M -206,501 -66%
PHS
1020
Pekin Hardy Strauss
Illinois
$2.65M -$60.7K -2,478 -2%
AWM
1021
Avitas Wealth Management
California
$2.64M +$97.2K +3,967 +4%
PAS
1022
Park Avenue Securities
New York
$2.64M +$31.3K +1,276 +1%
DG
1023
Delek Group
Israel
$2.64M +$1.65M +67,481 +175%
SC
1024
Searle & Co
Connecticut
$2.63M -$422K -17,212 -14%
GSBTD
1025
Glenview State Bank Trust Department
Illinois
$2.62M -$101K -4,104 -4%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.