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1,978 hedge funds and large institutions have $136B invested in AT&T in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 941 increasing their positions, 800 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 941 | Existing positions reduced: 800

17% more funds holding in top 10

Funds holding in top 10: 150175 (+25)

5% more capital invested

Capital invested by funds: $130B → $136B (+$6.67B)

1.07% more ownership

Funds ownership: 74.03%75.1% (+1.1%)

0% less funds holding

Funds holding: 1,9811,978 (-3)

28% less call options, than puts

Call options by funds: $3.51B | Put options by funds: $4.85B

Holders
1,978
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
49.3%
Holding in Top 10
175
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+16.67%
% of All Funds
4.36%
New
76
Increased
941
Reduced
800
Closed
60
Calls
$3.51B
Puts
$4.85B
Net Calls
-$1.34B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1076
Shepherd Financial Partners
Massachusetts
$2.06M -$172K -6,071 -8%
AIM
1077
Advantage Investment Management
Iowa
$2.05M +$219K +7,711 +13%
PAM
1078
Peninsula Asset Management
Florida
$2.05M -$20.9K -736 -1%
KIC
1079
Keating Investment Counselors
Florida
$2.05M
CRC
1080
Curi RMB Capital
Illinois
$2.05M +$76.4K +2,691 +4%
FFC
1081
First Financial Corp
Indiana
$2.04M -$3.69K -130 -0.2%
PP
1082
Pegasus Partners
Wisconsin
$2.04M -$133K -4,683 -6%
NMIFOAC
1083
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.04M
BC
1084
Bartlett & Co
Ohio
$2.04M +$128K +4,504 +7%
RAM
1085
Roanoke Asset Management
New Jersey
$2.04M -$27.1K -953 -1%
WA
1086
WBH Advisory
Maryland
$2.03M -$21.7K -764 -1%
Fuller & Thaler Asset Management
1087
Fuller & Thaler Asset Management
California
$2.02M -$481K -16,947 -20%
AFM
1088
Abbot Financial Management
Massachusetts
$2.02M -$14.8K -521 -0.7%
SMM
1089
Stadion Money Management
Georgia
$2.02M +$163K +5,728 +9%
CA
1090
Cambridge Advisors
Nebraska
$2.01M -$12.7K -447 -0.7%
FC
1091
Forte Capital
New York
$2.01M +$88.6K +3,120 +5%
BCM
1092
Bluefin Capital Management
New York
$2M -$1.1M -38,605 -36%
MC
1093
Marcus Capital
Illinois
$2M -$1.29M -45,414 -40%
PA
1094
Parallel Advisors
California
$2M -$77.8K -2,740 -3%
RB
1095
Rodgers Brothers
Pennsylvania
$2M -$19.4K -684 -1%
BDF
1096
Balasa Dinverno & Foltz
$2M -$4.4K -155 -0.2%
NAMP
1097
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.99M -$19.5K -686 -1%
RMDI
1098
R.M. Davis Inc
Maine
$1.99M +$265K +9,340 +16%
OC
1099
Oarsman Capital
Wisconsin
$1.99M +$2.47K +87 +0.1%
OPCM
1100
Osborne Partners Capital Management
California
$1.98M -$114K -4,004 -6%

T Hedge Fund Activity: Q3 2017 in Review

1,978 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2017, worth a combined $136B — up 5.1% from $130B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new T positions and 60 closed out — a net gain of 16 holders — while 941 added to existing stakes and 800 trimmed.

The largest buyer was Bank of America, adding an estimated $436M. The largest seller was Capital International Investors, cutting an estimated $269M.

  • 1,978 institutional investors held AT&T (T) as of Q3 2017, down from 1,981 in Q2 2017.
  • Funds reported $136B of AT&T stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 76 funds opened new AT&T positions in Q3 2017 and 60 closed out, a net change of +16 holders.
  • The largest AT&T buyer in Q3 2017 was Bank of America, an estimated $436M added.
  • The largest AT&T seller in Q3 2017 was Capital International Investors, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2017.