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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
CCM
1201
Carlson Capital Management
Minnesota
$1.58M -$69.3K -2,440 -4%
SL
1202
Summitry LLC
California
$1.58M +$165K +5,819 +12%
SNBOSCI
1203
Security National Bank of Sioux City Iowa
Iowa
$1.58M +$823 +29 +0.1%
CAG
1204
Crestwood Advisors Group
Massachusetts
$1.58M -$710 -25 -0%
DE
1205
Day & Ennis
Georgia
$1.58M -$279K -9,836 -16%
ACP
1206
Aviance Capital Partners
Florida
$1.58M -$130K -4,580 -8%
DAC
1207
Dividend Assets Capital
South Carolina
$1.58M +$9.06K +319 +0.6%
TF
1208
Tompkins Financial
New York
$1.57M -$27.8K -980 -2%
AAIM
1209
American Assets Investment Management
California
$1.57M
KFBMI
1210
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.57M
WA
1211
Waverly Advisors
Alabama
$1.56M -$15.4K -544 -1%
AHB
1212
Abner Herrman & Brock
New Jersey
$1.56M +$16.6K +584 +1%
DAM
1213
Doheny Asset Management
California
$1.56M -$16.9K -596 -1%
PV
1214
Private Vista
Illinois
$1.55M +$213K +7,501 +17%
PL
1215
Parkwood LLC
Ohio
$1.53M +$1.19M +41,812 +418%
MWM
1216
Mascoma Wealth Management
New Hampshire
$1.53M +$17.4K +613 +1%
ACM
1217
Alta Capital Management
Utah
$1.53M +$46.8K +1,647 +3%
CC
1218
Cannell & Co
New York
$1.52M
SFA
1219
Sequoia Financial Advisors
Ohio
$1.52M -$21.7K -766 -1%
CTA
1220
Colonial Trust Advisors
South Carolina
$1.52M -$51.2K -1,805 -3%
AC
1221
Alexandria Capital
Virginia
$1.51M -$247K -8,716 -15%
JAM
1222
JCIC Asset Management
Ontario, Canada
$1.51M -$24.4K -861 -2%
SMH
1223
Sanders Morris Harris
Texas
$1.51M -$38.7K -1,363 -3%
SBSB
1224
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.51M -$182K -6,399 -11%
WI
1225
WBI Investments
New Jersey
$1.5M -$166K -5,831 -10%

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.