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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
WI
1201
WrapManager Inc
California
$1.83M -$423K -16,844 -18%
ET
1202
Equitable Trust
Tennessee
$1.83M +$1.89M +75,440 New
KL
1203
KWMG LLC
Kansas
$1.83M +$130K +5,190 +7%
RG
1204
Renaissance Group
Kentucky
$1.82M +$9.31K +371 +0.5%
FHC
1205
First Heartland Consultants
Missouri
$1.82M +$139K +5,536 +8%
LA
1206
Lynch & Associates
Indiana
$1.81M -$6.4K -255 -0.3%
EFSCE
1207
Enterprise Financial Services Corp (EFSC)
Missouri
$1.81M -$37.5K -1,494 -2%
CBN
1208
Cadence Bank NA
Texas
$1.81M +$12.7K +507 +0.7%
DWM
1209
Doyle Wealth Management
Florida
$1.8M +$757K +30,171 +68%
LCP
1210
Legacy Capital Partners
Wisconsin
$1.8M -$503K -20,057 -21%
NL
1211
NWAM LLC
Washington
$1.8M +$538K +21,440 +41%
IWA
1212
Intercontinental Wealth Advisors
Texas
$1.8M -$41.9K -1,671 -2%
HCM
1213
Hodges Capital Management
Texas
$1.8M -$155K -6,158 -8%
FC
1214
Forte Capital
New York
$1.79M +$36K +1,435 +2%
CAMG
1215
CWA Asset Management Group
Florida
$1.79M +$467K +18,606 +34%
AIA
1216
Armor Investment Advisors
North Carolina
$1.79M +$152K +6,051 +9%
CAC
1217
Certified Advisory Corp
Florida
$1.78M +$74.4K +2,963 +4%
PWW
1218
Pettyjohn Wood & White
Virginia
$1.78M +$154K +6,150 +9%
RA
1219
Rational Advisors
New York
$1.78M +$976K +38,881 +113%
BCA
1220
Benchmark Capital Advisors
New York
$1.78M +$223K +8,892 +14%
BCM
1221
Birmingham Capital Management
Alabama
$1.78M -$19.1K -760 -1%
RB
1222
Rodgers Brothers
Pennsylvania
$1.77M +$96.5K +3,843 +6%
AIA
1223
AGF Investments America
Ontario, Canada
$1.77M +$697K +27,783 +61%
DKCM
1224
Davidson Kempner Capital Management
New York
$1.77M +$1.83M +73,020 New
HFA
1225
HC Financial Advisors
California
$1.77M +$909K +36,214 +99%

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.