We are live on ! Find out more

2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1101
Waverly Advisors
Alabama
$2.08M +$488K +17,872 +34%
CT
1102
Clearstead Trust
Maine
$2.07M -$603K -22,083 -24%
LA
1103
Lynch & Associates
Indiana
$2.07M -$190K -6,953 -9%
AC
1104
AFAM Capital
Texas
$2.07M -$199K -7,282 -9%
SNBOSCI
1105
Security National Bank of Sioux City Iowa
Iowa
$2.06M +$460K +16,843 +32%
AIP
1106
ARS Investment Partners
New York
$2.06M -$39.6K -1,450 -2%
SBWM
1107
Sunflower Bank Wealth Management
Arizona
$2.04M +$215K +7,887 +13%
FHC
1108
First Heartland Consultants
Missouri
$2.04M -$1.68M -61,466 -47%
KIC
1109
Keating Investment Counselors
Florida
$2.03M
Capstone Investment Advisors
1110
Capstone Investment Advisors
New York
$2.03M +$1.89M +69,041 New
HWA
1111
Heritage Way Advisors
Illinois
$2.02M +$111K +4,071 +6%
JGIA
1112
Jackson Grant Investment Advisers
Connecticut
$2.02M -$157K -5,747 -8%
NMIFOAC
1113
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.02M
RAM
1114
Roanoke Asset Management
New Jersey
$2.02M
HT
1115
HighTower Trust
Texas
$2.02M +$222K +8,128 +13%
NAMP
1116
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.02M +$36.7K +1,345 +2%
MCP
1117
Martin Capital Partners
Oregon
$2.01M +$1.87M +68,547 New
Fuller & Thaler Asset Management
1118
Fuller & Thaler Asset Management
California
$2.01M
PWW
1119
Pettyjohn Wood & White
Virginia
$2.01M -$72.3K -2,648 -4%
FAM
1120
Foothills Asset Management
Arizona
$2M -$94K -3,442 -5%
CA
1121
Cambridge Advisors
Nebraska
$2M +$1.88K +69 +0.1%
CLOS
1122
Compagnie Lombard Odier SCmA
Switzerland
$1.99M +$947K +34,668 +105%
SCP
1123
Syntal Capital Partners
Texas
$1.99M +$1.56M +57,054 +529%
DIA
1124
Dean Investment Associates
Ohio
$1.98M -$81.9K -2,999 -4%
RB
1125
Rodgers Brothers
Pennsylvania
$1.98M +$137 +5 +0%

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.