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
Koshinski Asset Management
1051
Koshinski Asset Management
Illinois
$2.47M +$530K +21,114 +26%
DHFB
1052
Dixon Hubard Feinour & Brown
Virginia
$2.47M +$227K +9,037 +10%
SCM
1053
Stumpf Capital Management
Arizona
$2.46M +$1.04M +41,442 +69%
AAIM
1054
American Assets Investment Management
California
$2.46M +$547K +21,801 +27%
CB
1055
Cadence Bank
Mississippi
$2.45M +$31.9K +1,269 +1%
NWP
1056
Northstar Wealth Partners
Connecticut
$2.44M -$21.8K -867 -0.9%
FCB
1057
First Command Bank
Texas
$2.44M +$1.19M +47,297 +89%
FCFS
1058
First Command Financial Services
Texas
$2.44M +$1.19M +47,297 +89%
PWAP
1059
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.44M -$28.4K -1,130 -1%
GLA
1060
Good Life Advisors
Pennsylvania
$2.44M +$115K +4,586 +5%
SIA
1061
SeaBridge Investment Advisors
New Jersey
$2.44M +$1.59M +63,387 +171%
AWM
1062
Avitas Wealth Management
California
$2.43M +$2.52M +100,289 New
PWLP
1063
Prio Wealth Limited Partnership
Massachusetts
$2.43M +$32.9K +1,309 +1%
VAM
1064
Visionary Asset Management
Texas
$2.43M +$264K +10,530 +12%
TC
1065
Truvestments Capital
Florida
$2.43M +$2.51M +100,065 New
CT
1066
Cambridge Trust
Massachusetts
$2.42M +$32.6K +1,299 +1%
CC
1067
Cognios Capital
Kansas
$2.42M +$293K +11,688 +13%
CBNLCF
1068
Cognios Beta Neutral Large Cap Fund
Kansas
$2.42M +$2.51M +99,934 New
MHS
1069
M Holdings Securities
Oregon
$2.41M +$415K +16,532 +20%
KC
1070
Kellner Capital
New York
$2.4M +$2.49M +99,177 New
AB
1071
AT Bancorp
Iowa
$2.4M -$187K -7,470 -7%
WSTAM
1072
Wilbanks Smith & Thomas Asset Management
Virginia
$2.4M +$272K +10,854 +12%
EGA
1073
E&G Advisors
Texas
$2.39M +$706K +28,142 +40%
SIC
1074
Sigma Investment Counselors
Michigan
$2.38M +$59.5K +2,369 +2%
AAS
1075
Annex Advisory Services
Wisconsin
$2.38M +$1.19M +47,522 +94%

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.