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2,314 hedge funds and large institutions have $124B invested in AT&T in 2019 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 1,150 increasing their positions, 875 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 1,150 | Existing positions reduced: 875

10% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 115

10% more capital invested

Capital invested by funds: $112B → $124B (+$11.4B)

10% more funds holding in top 10

Funds holding in top 10: 122134 (+12)

4% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.77B

0.56% less ownership

Funds ownership: 72.37%71.81% (-0.56%)

1% less funds holding

Funds holding: 2,3282,314 (-14)

Holders
2,314
Holders Change
-14
Holders Change %
-0.6%
% of All Funds
50.09%
Holding in Top 10
134
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.84%
% of All Funds
2.9%
New
127
Increased
1,150
Reduced
875
Closed
115
Calls
$1.84B
Puts
$1.77B
Net Calls
+$67.8M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1201
Birmingham Capital Management
Alabama
$1.67M +$14.5K +629 +0.9%
VWA
1202
V Wealth Advisors
Kansas
$1.66M +$16.9K +736 +1%
CIM
1203
CenturyLink Investment Management
Colorado
$1.65M +$285K +12,393 +22%
SFP
1204
Shepherd Financial Partners
Massachusetts
$1.65M -$50.6K -2,198 -3%
FMTC
1205
Farmers & Merchants Trust Company
California
$1.65M +$19K +824 +1%
IIC
1206
Ironwood Investment Counsel
Arizona
$1.65M +$53.5K +2,324 +3%
LPIC
1207
LeJeune Puetz Investment Counsel
Michigan
$1.63M +$337K +14,670 +27%
RAM
1208
Roanoke Asset Management
New Jersey
$1.63M -$6.1K -265 -0.4%
CL
1209
Choreo LLC
Illinois
$1.63M -$33.7K -1,464 -2%
CBB
1210
Citizens Business Bank
California
$1.63M +$795K +34,570 +101%
IWC
1211
Integrated Wealth Concepts
Massachusetts
$1.63M +$743K +32,291 +89%
TPWA
1212
TRUE Private Wealth Advisors
Oregon
$1.63M -$63K -2,737 -4%
Fiera Capital (Canada)
1213
Fiera Capital (Canada)
Quebec, Canada
$1.62M +$79.8K +3,469 +5%
PCM
1214
Perkins Capital Management
Minnesota
$1.61M +$547K +23,799 +54%
PCG
1215
Private Capital Group
Connecticut
$1.61M +$214K +9,283 +16%
KTC
1216
Kistler-Tiffany Companies
Pennsylvania
$1.61M +$230K +10,008 +17%
IWA
1217
Intercontinental Wealth Advisors
Texas
$1.59M -$45.1K -1,960 -3%
GCIA
1218
Gabelli & Co Investment Advisers
New York
$1.59M -$4.66M -202,480 -75%
FC
1219
Forte Capital
New York
$1.58M -$45.8K -1,990 -3%
CCC
1220
Chelsea Counsel Company
California
$1.57M -$65.6K -2,851 -4%
CCM
1221
Cohen Capital Management
California
$1.57M
IR
1222
IAT Reinsurance
New York
$1.57M
RWM
1223
RKL Wealth Management
Pennsylvania
$1.57M -$552 -24 -0%
LMIM
1224
Lockheed Martin Investment Management
Maryland
$1.56M
FTI
1225
Fiduciary Trust International
Massachusetts
$1.56M -$12.3K -534 -0.9%

T Hedge Fund Activity: Q1 2019 in Review

2,314 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2019, worth a combined $124B — up 10% from $112B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new T positions and 115 closed out — a net gain of 12 holders — while 1,150 added to existing stakes and 875 trimmed.

The largest buyer was State Street, adding an estimated $550M. The largest seller was T. Rowe Price Associates, cutting an estimated $490M.

  • 2,314 institutional investors held AT&T (T) as of Q1 2019, down from 2,328 in Q4 2018.
  • Funds reported $124B of AT&T stock for Q1 2019, up 10% quarter-over-quarter.
  • 127 funds opened new AT&T positions in Q1 2019 and 115 closed out, a net change of +12 holders.
  • The largest AT&T buyer in Q1 2019 was State Street, an estimated $550M added.
  • The largest AT&T seller in Q1 2019 was T. Rowe Price Associates, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2019.