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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
IAMOG
1101
Investors Asset Management of Georgia
Georgia
$1.98M -$75.2K -2,648 -4%
SFG
1102
SevenBridge Financial Group
Pennsylvania
$1.98M +$73.4K +2,584 +4%
FI
1103
FormulaFolio Investments
Michigan
$1.97M -$90.4K -3,186 -5%
1832 Asset Management
1104
1832 Asset Management
Ontario, Canada
$1.97M +$1.32M +46,524 +216%
AWM
1105
Arbor Wealth Management
Florida
$1.97M +$949K +33,413 +76%
HFM
1106
Hartford Financial Management
Connecticut
$1.96M -$19.3K -681 -1%
IR
1107
IAT Reinsurance
New York
$1.96M
MWAC
1108
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.95M +$130K +4,576 +7%
Members Trust
1109
Members Trust
Florida
$1.94M +$40.9K +1,442 +2%
WKWM
1110
Walter & Keenan Wealth Management
Indiana
$1.93M +$60.2K +2,119 +3%
NCM
1111
Narwhal Capital Management
Georgia
$1.93M -$624K -21,979 -25%
HIM
1112
Hermes Investment Management
United Kingdom
$1.93M +$131K +4,608 +8%
HWA
1113
Heritage Way Advisors
Illinois
$1.92M +$24.4K +860 +1%
LAIC
1114
Lederer & Associates Investment Counsel
California
$1.9M +$9.23K +325 +0.5%
CBU
1115
CIBC Bank USA
Illinois
$1.9M +$31.9K +1,125 +2%
BLAM
1116
Bourne Lent Asset Management
New York
$1.89M +$78.9K +2,781 +5%
SWA
1117
SFMG Wealth Advisors
Texas
$1.88M +$667K +23,498 +58%
BTNA
1118
Bremer Trust National Association
Minnesota
$1.88M -$11.7K -412 -0.6%
BMO
1119
Beck Mack & Oliver
New York
$1.88M
CAMG
1120
CWA Asset Management Group
Florida
$1.87M -$58.1K -2,048 -3%
DW
1121
Domani Wealth
Pennsylvania
$1.87M -$34.1K -1,201 -2%
RFA
1122
Reilly Financial Advisors
California
$1.86M -$42.5K -1,496 -2%
MHS
1123
M Holdings Securities
Oregon
$1.86M +$487K +17,154 +37%
AW
1124
ACG Wealth
Georgia
$1.86M -$543K -19,137 -23%
BFG
1125
Beacon Financial Group
Texas
$1.86M -$100K -3,536 -5%

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.