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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1151
Advisornet Financial
Minnesota
$2.05M +$341K +13,902 +21%
EVC
1152
Eidelman Virant Capital
Missouri
$2.05M +$104K +4,245 +6%
KL
1153
KWMG LLC
Kansas
$2.05M +$134K +5,454 +7%
CCC
1154
Chelsea Counsel Company
California
$2.05M +$32.4K +1,324 +2%
WWMSC
1155
Wagner Wealth Management (South Carolina)
South Carolina
$2.04M +$1.06M +43,329 +117%
CG
1156
Colony Group
Massachusetts
$2.01M -$4.49M -183,366 -70%
LA
1157
Lynch & Associates
Indiana
$2.01M +$115K +4,686 +6%
AIA
1158
Armor Investment Advisors
North Carolina
$2M +$131K +5,366 +7%
SAMC
1159
Spectrum Asset Management (California)
California
$2M +$1.71M +69,735 +775%
MHIC
1160
Marble Harbor Investment Counsel
Massachusetts
$1.99M -$55K -2,247 -3%
SFG
1161
SNS Financial Group
Minnesota
$1.99M +$14.6K +594 +0.8%
SFG
1162
SevenBridge Financial Group
Pennsylvania
$1.99M -$12.3K -503 -0.6%
PV
1163
Private Vista
Illinois
$1.98M -$137K -5,604 -7%
RG
1164
Rikoon Group
New Mexico
$1.98M -$229K -9,340 -11%
HFBOT
1165
Home Federal Bank of Tennessee
Tennessee
$1.98M -$56.3K -2,299 -3%
SIC
1166
Salem Investment Counselors
North Carolina
$1.98M -$194K -7,923 -9%
FI
1167
FormulaFolio Investments
Michigan
$1.98M -$462K -18,878 -19%
CL
1168
Choreo LLC
Illinois
$1.98M -$35.5K -1,449 -2%
WAM
1169
Wolverine Asset Management
Illinois
$1.98M -$214K -8,733 -10%
LCM
1170
Lucas Capital Management
New Jersey
$1.97M -$300K -12,246 -9%
PWSG
1171
Pacific Wealth Strategies Group
California
$1.96M -$20.4K -832 -1%
PWA
1172
Providence Wealth Advisors
Illinois
$1.96M -$124K -5,056 -6%
HWA
1173
Heritage Way Advisors
Illinois
$1.95M +$10.5K +430 +0.6%
EFSCE
1174
Enterprise Financial Services Corp (EFSC)
Missouri
$1.94M +$49.3K +2,012 +3%
Jacobs Levy Equity Management
1175
Jacobs Levy Equity Management
New Jersey
$1.94M -$5.76M -235,323 -76%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.