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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
TWA
1126
TCI Wealth Advisors
Arizona
$2.12M +$408K +16,244 +23%
MCM
1127
McRae Capital Management
New Jersey
$2.12M +$389K +15,512 +22%
SCM
1128
Sterneck Capital Management
Missouri
$2.11M -$610K -24,309 -22%
DIA
1129
Dean Investment Associates
Ohio
$2.1M -$64.3K -2,560 -3%
WAM
1130
Wolverine Asset Management
Illinois
$2.1M +$452K +18,000 +26%
BW
1131
Bison Wealth
Georgia
$2.1M +$202K +8,041 +10%
PVWM
1132
Point View Wealth Management
New Jersey
$2.09M +$176K +7,022 +9%
PL
1133
Perpetual Ltd
Australia
$2.09M +$190K +7,572 +10%
BDF
1134
Balasa Dinverno & Foltz
$2.09M +$570K +22,722 +36%
SIC
1135
Salem Investment Counselors
North Carolina
$2.08M -$55K -2,191 -2%
MSR
1136
Main Street Research
Connecticut
$2.08M +$1.03M +40,922 +91%
RCAG
1137
Rehmann Capital Advisory Group
Michigan
$2.08M +$213K +8,497 +11%
SFG
1138
Summit Financial Group
West Virginia
$2.08M -$6.55K -261 -0.3%
HPC
1139
Hobart Private Capital
North Carolina
$2.07M -$476K -18,978 -18%
ANRIA
1140
American National Registered Investment Advisor
Texas
$2.07M -$7.33K -292 -0.3%
PHIMC
1141
Private Harbour Investment Management & Counsel
Ohio
$2.05M -$61.8K -2,463 -3%
PP
1142
PagnatoKarp Partners
Virginia
$2.05M +$831K +33,122 +65%
WCM
1143
Washington Capital Management
Washington
$2.04M +$111K +4,406 +6%
GT
1144
Greenleaf Trust
Michigan
$2.03M +$920K +36,636 +78%
FBC
1145
Fairfield, Bush & Co
Connecticut
$2.03M +$27.7K +1,102 +1%
GBBWRPM
1146
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.03M +$65.3K +2,603 +3%
EI
1147
EDMP Inc
Florida
$2.02M -$54.3K -2,163 -3%
LCM
1148
Landscape Capital Management
New Jersey
$2.02M +$2.1M +83,505 New
VWM
1149
Valley Wealth Managers
New Jersey
$2.02M +$73.7K +2,937 +4%
KS
1150
Karpas Strategies
Connecticut
$2.02M +$196K +7,821 +10%

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.