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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
AAIM
1026
American Assets Investment Management
California
$2.14M
SCP
1027
Syntal Capital Partners
Texas
$2.14M +$322K +11,560 +17%
WIM
1028
Wittenberg Investment Management
Massachusetts
$2.13M -$41.8K -1,503 -2%
PVWM
1029
Point View Wealth Management
New Jersey
$2.13M +$40.4K +1,453 +2%
GCM
1030
Grisanti Capital Management
New York
$2.13M -$4.39M -157,774 -67%
BCFS
1031
Butensky & Cohen Financial Security
Florida
$2.12M +$43.7K +1,569 +2%
GIA
1032
Guyasuta Investment Advisors
Pennsylvania
$2.12M +$52K +1,870 +2%
BW
1033
Bison Wealth
Georgia
$2.11M -$87.7K -3,151 -4%
PL
1034
Perpetual Ltd
Australia
$2.11M -$173K -6,223 -7%
PRS
1035
Pinkerton Retirement Specialists
Idaho
$2.09M -$218K -7,826 -9%
RCAG
1036
Rehmann Capital Advisory Group
Michigan
$2.09M +$49.6K +1,781 +2%
HCM
1037
Hengehold Capital Management
Ohio
$2.08M +$51.9K +1,863 +2%
MCP
1038
Mirador Capital Partners
California
$2.08M +$16.5K +593 +0.7%
CAN
1039
Claraphi Advisory Network
United States
$2.08M +$90.2K +3,240 +4%
Verition Fund Management
1040
Verition Fund Management
Connecticut
$2.06M +$2.13M +76,709 New
AFM
1041
Abbot Financial Management
Massachusetts
$2.06M +$12.2K +440 +0.6%
PA
1042
Parallel Advisors
California
$2.06M -$113K -4,058 -5%
Loomis, Sayles & Company
1043
Loomis, Sayles & Company
Massachusetts
$2.06M -$2.32M -83,432 -52%
CL
1044
Choreo LLC
Illinois
$2.06M +$4.59K +165 +0.2%
EFSCE
1045
Enterprise Financial Services Corp (EFSC)
Missouri
$2.05M -$47.3K -1,699 -2%
IWA
1046
Intercontinental Wealth Advisors
Texas
$2.04M -$341K -12,235 -14%
KS
1047
Karpas Strategies
Connecticut
$2.03M
BFO
1048
Biltmore Family Office
North Carolina
$2.03M -$19.5K -702 -0.9%
WTB
1049
Washington Trust Bank
Washington
$2.03M +$59.9K +2,153 +3%
SFP
1050
Shepherd Financial Partners
Massachusetts
$2.02M +$110K +3,965 +6%

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.