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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
FTI
1201
Fiduciary Trust International
Massachusetts
$1.55M -$724 -26 -0%
RMDI
1202
R.M. Davis Inc
Maine
$1.55M -$88.3K -3,171 -5%
CAG
1203
Crestwood Advisors Group
Massachusetts
$1.55M +$42.7K +1,536 +3%
P
1204
Pitcairn
Pennsylvania
$1.55M -$53.2K -1,913 -3%
LF
1205
Lee Financial
Texas
$1.54M +$276K +9,932 +21%
BCP
1206
Berkeley Capital Partners
Georgia
$1.54M -$177K -6,369 -10%
AHB
1207
Abner Herrman & Brock
New Jersey
$1.53M +$31.8K +1,141 +2%
SGA
1208
Strategic Global Advisors
California
$1.53M +$705K +25,336 +80%
PAWC
1209
P.A.W. Capital
Connecticut
$1.53M -$36.8K -1,324 -2%
KFGK
1210
Keystone Financial Group (Kentucky)
Kentucky
$1.52M +$219K +7,867 +16%
BPC
1211
Banque Pictet & Cie
Switzerland
$1.52M -$258K -9,268 -14%
LA
1212
LVW Advisors
New York
$1.52M -$30.2K -1,085 -2%
WCM
1213
Windward Capital Management
California
$1.52M +$1.57M +56,498 New
SAM
1214
SignalPoint Asset Management
Missouri
$1.51M +$283K +10,162 +22%
ST
1215
Smithfield Trust
Pennsylvania
$1.51M -$5.48K -197 -0.3%
KWMG
1216
King Wealth Management Group
Florida
$1.51M +$128K +4,601 +9%
VWA
1217
V Wealth Advisors
Kansas
$1.51M +$83.3K +2,992 +6%
AW
1218
ACG Wealth
Georgia
$1.51M -$116K -4,168 -7%
KC
1219
Kepos Capital
New York
$1.51M +$1.56M +55,916 New
ERIM
1220
Eagle Ridge Investment Management
Connecticut
$1.5M -$42.5K -1,528 -3%
SSP
1221
Sapphire Star Partners
Washington
$1.5M -$136K -4,899 -8%
UAS
1222
United Asset Strategies
New York
$1.49M +$38.3K +1,375 +3%
CAMG
1223
CWA Asset Management Group
Florida
$1.49M +$46.3K +1,662 +3%
ACP
1224
Aviance Capital Partners
Florida
$1.48M -$96.7K -3,474 -6%
MCM
1225
Maple Capital Management
Vermont
$1.48M +$63.9K +2,295 +4%

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.