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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
AHC
1076
Adell Harriman & Carpenter
Texas
$2.37M -$656K -26,132 -21%
CCM
1077
Crossvault Capital Management
Texas
$2.36M -$16.6K -662 -0.7%
SLF
1078
Sun Life Financial
Ontario, Canada
$2.36M +$2.35M +93,566 +2,436%
MA
1079
Mutual Advisors
Nebraska
$2.36M +$196K +7,795 +9%
NGA
1080
Naples Global Advisors
Florida
$2.36M +$320K +12,746 +15%
LIC
1081
Lodestar Investment Counsel
Illinois
$2.36M -$1.5M -59,761 -38%
SWM
1082
SVA Wealth Management
Wisconsin
$2.35M -$1.13M -45,081 -32%
BMC
1083
Beaton Management Company
Massachusetts
$2.35M +$17.3K +688 +0.7%
FI
1084
FormulaFolio Investments
Michigan
$2.35M +$713K +28,407 +41%
BL
1085
BCWM LLC
Kansas
$2.35M +$2.43M +96,738 New
ACP
1086
Ashfield Capital Partners
California
$2.34M -$1.56M -61,954 -39%
DLCIG
1087
D.L. Carlson Investment Group
New Hampshire
$2.34M -$152K -6,067 -6%
SSI
1088
Scott & Selber Inc
Texas
$2.33M +$2.42M +96,300 New
SS
1089
Sunbelt Securities
Texas
$2.32M +$2.1M +83,772 +697%
PG
1090
Pendal Group
Australia
$2.3M -$1.33M -52,866 -36%
PA
1091
Parallel Advisors
California
$2.3M +$462K +18,391 +24%
BFS
1092
Bradley Foster & Sargent
Connecticut
$2.3M -$35.1K -1,400 -1%
SSG
1093
Summit Securities Group
New York
$2.29M +$2.02M +80,335 +562%
MBA
1094
McQueen Ball & Associates
Pennsylvania
$2.29M -$64.9K -2,584 -3%
MA
1095
Montag & Associates
Georgia
$2.29M +$1.47M +58,407 +163%
P
1096
Pitcairn
Pennsylvania
$2.29M +$925K +36,848 +64%
CFA
1097
Carroll Financial Associates
North Carolina
$2.28M +$136K +5,414 +6%
WJA
1098
Williams Jones & Associates
New York
$2.28M +$481K +19,183 +26%
BP
1099
BBR Partners
New York
$2.28M +$1.98M +78,716 +516%
S
1100
SignatureFD
Georgia
$2.27M +$506K +20,157 +27%

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.