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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
SNBOSD
1051
Security National Bank of So Dak
Iowa
$2.02M +$86.2K +3,097 +4%
LA
1052
Lynch & Associates
Indiana
$2.02M +$125K +4,490 +6%
WJA
1053
Williams Jones & Associates
New York
$2.02M -$333K -11,978 -14%
RG
1054
Renaissance Group
Kentucky
$2.02M -$4.9K -176 -0.2%
MCM
1055
Mainstay Capital Management
Michigan
$2.02M +$64.9K +2,333 +3%
TB
1056
Terril Brothers
Missouri
$2.01M
SNBOSCI
1057
Security National Bank of Sioux City Iowa
Iowa
$2.01M +$124K +4,461 +6%
PPSG
1058
Princeton Portfolio Strategies Group
New Jersey
$2.01M -$433K -15,553 -17%
BCM
1059
BTR Capital Management
California
$2.01M +$1.86K +67 +0.1%
HT
1060
HighTower Trust
Texas
$2M +$161K +5,797 +8%
WKWM
1061
Walter & Keenan Wealth Management
Indiana
$2M +$18.4K +662 +0.9%
PI
1062
PHH Investments
Texas
$2M +$490K +17,592 +31%
WPC
1063
White Pine Capital
Minnesota
$2M -$32.5K -1,166 -2%
BFO
1064
Boston Family Office
Massachusetts
$2M +$3.76K +135 +0.2%
BCM
1065
Birmingham Capital Management
Alabama
$1.99M -$3.67K -132 -0.2%
CBN
1066
Cadence Bank NA
Texas
$1.99M -$68.8K -2,472 -3%
PWSG
1067
Pacific Wealth Strategies Group
California
$1.99M +$48.5K +1,744 +2%
PL
1068
Plancorp LLC
Missouri
$1.99M +$14.6K +524 +0.7%
S
1069
SignatureFD
Georgia
$1.98M -$832K -29,900 -29%
NIMI
1070
Natixis Investment Managers International
France
$1.97M +$2.04M +73,252 New
RWM
1071
RKL Wealth Management
Pennsylvania
$1.96M -$68.6K -2,466 -3%
GLA
1072
Great Lakes Advisors
Illinois
$1.95M -$1.8M -64,537 -47%
LMAM
1073
Legg Mason Asset Management
Japan
$1.95M -$733K -26,348 -27%
FC
1074
Forte Capital
New York
$1.95M +$273K +9,804 +16%
EIM
1075
Essex Investment Management
Massachusetts
$1.95M +$807 +29 +0%

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.