We are live on ! Find out more

2,314 hedge funds and large institutions have $124B invested in AT&T in 2019 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 1,150 increasing their positions, 875 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 1,150 | Existing positions reduced: 875

10% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 115

10% more capital invested

Capital invested by funds: $112B → $124B (+$11.4B)

10% more funds holding in top 10

Funds holding in top 10: 122134 (+12)

4% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.77B

0.56% less ownership

Funds ownership: 72.37%71.81% (-0.56%)

1% less funds holding

Funds holding: 2,3282,314 (-14)

Holders
2,314
Holders Change
-14
Holders Change %
-0.6%
% of All Funds
50.09%
Holding in Top 10
134
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.84%
% of All Funds
2.9%
New
127
Increased
1,150
Reduced
875
Closed
115
Calls
$1.84B
Puts
$1.77B
Net Calls
+$67.8M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
1101
Longer Investments
Arkansas
$1.97M -$30.8K -1,338 -2%
ACM
1102
Allred Capital Management
Texas
$1.97M +$7.27K +316 +0.4%
BPM
1103
Bowling Portfolio Management
Ohio
$1.97M -$236K -10,273 -11%
KS
1104
Karpas Strategies
Connecticut
$1.96M +$5.38K +234 +0.3%
LA
1105
Lynch & Associates
Indiana
$1.96M +$3.87K +168 +0.2%
NJBEST
1106
New Jersey Better Educational Savings Trust
New Jersey
$1.94M -$91.4K -3,972 -5%
RB
1107
Rodgers Brothers
Pennsylvania
$1.94M +$96.6K +4,201 +5%
TWA
1108
TCI Wealth Advisors
Arizona
$1.94M -$36.9K -1,606 -2%
AIA
1109
AGF Investments America
Ontario, Canada
$1.93M +$124K +5,411 +7%
FNFDCM
1110
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.93M -$587K -25,517 -24%
CL
1111
CSS LLC
Illinois
$1.93M +$8.7K +378 +0.5%
BFO
1112
Boston Family Office
Massachusetts
$1.92M -$8.93K -388 -0.5%
WEC
1113
Winslow Evans & Crocker
Massachusetts
$1.92M +$139K +6,051 +8%
BAS
1114
Brown Advisory Securities
Maryland
$1.9M -$778K -33,833 -30%
SFG
1115
Summit Financial Group
West Virginia
$1.9M -$111K -4,817 -6%
HI
1116
Hudock Inc
Pennsylvania
$1.9M -$2.48K -108 -0.1%
EGA
1117
E&G Advisors
Texas
$1.89M -$213K -9,248 -10%
HCA
1118
Horan Capital Advisors
Ohio
$1.89M -$183K -7,940 -9%
IIM
1119
Ipswich Investment Management
Massachusetts
$1.89M +$23 +1 +0%
EWA
1120
EP Wealth Advisors
California
$1.88M -$320K -13,921 -15%
AW
1121
ACG Wealth
Georgia
$1.88M +$336K +14,611 +23%
WAS
1122
Wesleyan Assurance Society
United Kingdom
$1.88M +$1.83M +79,440 New
PMG
1123
ProVise Management Group
Florida
$1.88M -$154K -6,705 -8%
BFO
1124
Biltmore Family Office
North Carolina
$1.88M -$21.4K -932 -1%
ACS
1125
Archford Capital Strategies
Illinois
$1.86M +$151K +6,566 +9%

T Hedge Fund Activity: Q1 2019 in Review

2,314 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2019, worth a combined $124B — up 10% from $112B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new T positions and 115 closed out — a net gain of 12 holders — while 1,150 added to existing stakes and 875 trimmed.

The largest buyer was State Street, adding an estimated $550M. The largest seller was T. Rowe Price Associates, cutting an estimated $490M.

  • 2,314 institutional investors held AT&T (T) as of Q1 2019, down from 2,328 in Q4 2018.
  • Funds reported $124B of AT&T stock for Q1 2019, up 10% quarter-over-quarter.
  • 127 funds opened new AT&T positions in Q1 2019 and 115 closed out, a net change of +12 holders.
  • The largest AT&T buyer in Q1 2019 was State Street, an estimated $550M added.
  • The largest AT&T seller in Q1 2019 was T. Rowe Price Associates, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2019.