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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
CK
1151
Cohen Klingenstein
New York
$2.02M -$10.1K -401 -0.5%
CFMC
1152
Curbstone Financial Management Corp
New Hampshire
$2.02M +$1.13K +45 +0.1%
LTI
1153
Laffer Tengler Investments
Tennessee
$2.01M +$1.53M +60,845 +274%
HPIA
1154
Hamilton Point Investment Advisors
North Carolina
$2.01M +$14.5K +576 +0.7%
EWA
1155
EP Wealth Advisors
California
$2.01M +$40.7K +1,623 +2%
SCA
1156
Strategic Capital Advisers
Colorado
$2.01M +$599K +23,861 +40%
HCM
1157
Hall Capital Management
Rhode Island
$2.01M +$7.5K +299 +0.4%
MIM
1158
Marco Investment Management
Georgia
$2.01M +$19.5K +775 +0.9%
BFO
1159
Boston Family Office
Massachusetts
$2.01M +$214K +8,534 +12%
WB
1160
Webster Bank
Connecticut
$2M -$31.5K -1,255 -1%
Wealth Enhancement Advisory Services
1161
Wealth Enhancement Advisory Services
Minnesota
$2M +$750K +29,867 +57%
PWA
1162
Providence Wealth Advisors
Illinois
$2M +$6.35K +253 +0.3%
SCM
1163
Stellar Capital Management
Arizona
$2M +$1.82M +72,506 +734%
Capstone Investment Advisors
1164
Capstone Investment Advisors
New York
$1.99M +$2.06M +81,982 New
WTB
1165
Washington Trust Bank
Washington
$1.98M +$159K +6,349 +8%
BCFS
1166
Butensky & Cohen Financial Security
Florida
$1.98M +$65.6K +2,614 +3%
PV
1167
Private Vista
Illinois
$1.98M +$539K +21,476 +36%
SP
1168
SWS Partners
Ohio
$1.97M +$289K +11,527 +17%
ACS
1169
Archford Capital Strategies
Illinois
$1.97M -$296K -11,778 -13%
RC
1170
Roundview Capital
New Jersey
$1.97M +$996K +39,671 +96%
MHIC
1171
Marble Harbor Investment Counsel
Massachusetts
$1.95M -$250K -9,959 -11%
HFBOT
1172
Home Federal Bank of Tennessee
Tennessee
$1.95M -$124K -4,945 -6%
HCM
1173
Hengehold Capital Management
Ohio
$1.95M +$75.1K +2,991 +4%
KFA
1174
Kays Financial Advisory
Georgia
$1.94M -$36.8K -1,467 -2%
SCP
1175
Syntal Capital Partners
Texas
$1.94M +$11.2K +447 +0.6%

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.