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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
BP
1126
Ballentine Partners
Massachusetts
$1.86M +$136K +4,777 +8%
DMC
1127
Drexel Morgan & Co
Pennsylvania
$1.85M -$25.8K -909 -1%
PAM
1128
Premier Asset Management
Illinois
$1.84M +$720K +25,355 +69%
IIM
1129
Ipswich Investment Management
Massachusetts
$1.83M +$11.4K +403 +0.7%
SBWM
1130
Sunflower Bank Wealth Management
Arizona
$1.82M -$972K -34,225 -36%
FCMT
1131
Founders Capital Management (Texas)
Texas
$1.81M +$101K +3,575 +6%
SNBOSD
1132
Security National Bank of So Dak
Iowa
$1.8M +$783K +27,583 +83%
FMW
1133
Farr Miller & Washington
District of Columbia
$1.8M -$18.2K -641 -1%
HT
1134
HighTower Trust
Texas
$1.79M +$101K +3,574 +6%
BCP
1135
Blue Chip Partners
Michigan
$1.79M +$5.28K +186 +0.3%
NFG
1136
NewFocus Financial Group
Washington
$1.78M +$44.9K +1,581 +3%
NIMI
1137
Natixis Investment Managers International
France
$1.78M -$105K -3,682 -6%
BFG
1138
Barber Financial Group
Kansas
$1.78M +$406K +14,291 +31%
PMG
1139
ProVise Management Group
Florida
$1.78M -$537K -18,931 -24%
FHB
1140
First Hawaiian Bank
Hawaii
$1.78M -$8.63K -304 -0.5%
SFM
1141
Signet Financial Management
New Jersey
$1.77M -$116K -4,085 -6%
WEC
1142
Winslow Evans & Crocker
Massachusetts
$1.77M -$694K -24,441 -29%
LJAC
1143
L.J. Altfest & Co
New York
$1.77M -$16.2K -570 -0.9%
LA
1144
LVW Advisors
New York
$1.77M -$1.21M -42,544 -42%
NSEDCP
1145
NJ State Employees Deferred Compensation Plan
New Jersey
$1.76M
MMPW
1146
Mitchell McLeod Pugh & Williams
Alabama
$1.76M -$4.85K -171 -0.3%
BCAM
1147
Boston Common Asset Management
Massachusetts
$1.75M +$103K +3,624 +7%
FSA
1148
Franklin Street Advisors
North Carolina
$1.75M +$82K +2,890 +5%
IWM
1149
IHT Wealth Management
Illinois
$1.74M -$45.3K -1,594 -3%
FFA
1150
First Foundation Advisors
California
$1.74M -$3.72K -131 -0.2%

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.