We are live on ! Find out more

2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
PAWC
1201
P.A.W. Capital
Connecticut
$1.71M -$578K -21,184 -27%
HCM
1202
Horrell Capital Management
Arkansas
$1.71M +$20.6K +756 +1%
AF
1203
Advisornet Financial
Minnesota
$1.71M +$1.59M +58,057 New
PNAA
1204
Pictet North America Advisors
Switzerland
$1.7M -$589K -21,583 -27%
FCMT
1205
Founders Capital Management (Texas)
Texas
$1.7M -$86.9K -3,181 -5%
PAS
1206
Park Avenue Securities
New York
$1.7M +$768K +28,135 +93%
IC
1207
InterOcean Capital
Illinois
$1.69M +$1.27M +46,357 +411%
FTI
1208
Fiduciary Trust International
Massachusetts
$1.69M +$49K +1,795 +3%
LA
1209
LVW Advisors
New York
$1.69M -$60.6K -2,220 -4%
SFM
1210
Signet Financial Management
New Jersey
$1.69M -$70.4K -2,579 -4%
ERIM
1211
Eagle Ridge Investment Management
Connecticut
$1.68M -$18.8K -688 -1%
WAAG
1212
Wealth Alliance Advisory Group
Kansas
$1.68M +$1.56M +57,165 New
CWM
1213
Concentric Wealth Management
California
$1.67M +$57.2K +2,095 +4%
DWM
1214
Doyle Wealth Management
Florida
$1.67M +$233K +8,547 +18%
PI
1215
PHH Investments
Texas
$1.67M +$162K +5,935 +12%
MBT
1216
Monroe Bank & Trust
Michigan
$1.66M -$9.28K -340 -0.6%
WEC
1217
Winslow Evans & Crocker
Massachusetts
$1.65M -$95.7K -3,506 -6%
ARMT
1218
Amica Retiree Medical Trust
Rhode Island
$1.65M
ST
1219
Smithfield Trust
Pennsylvania
$1.65M +$41.5K +1,521 +3%
NIS
1220
National Investment Services
Wisconsin
$1.64M -$624K -22,834 -29%
CAG
1221
Crestwood Advisors Group
Massachusetts
$1.64M +$72.3K +2,648 +5%
MPI
1222
Mairs & Power Inc
Minnesota
$1.64M -$3.8K -139 -0.2%
NCM
1223
Narwhal Capital Management
Georgia
$1.64M -$258K -9,453 -14%
AHB
1224
Abner Herrman & Brock
New Jersey
$1.64M +$87K +3,186 +6%
NC
1225
Northpointe Capital
Michigan
$1.64M -$4.1M -149,965 -73%

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.