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2,587 hedge funds and large institutions have $158B invested in AT&T in 2019 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 1,092 increasing their positions, 949 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more first-time investments, than exits

New positions opened: 346 | Existing positions closed: 74

58% more call options, than puts

Call options by funds: $4.4B | Put options by funds: $2.79B

15% more repeat investments, than reductions

Existing positions increased: 1,092 | Existing positions reduced: 949

10% more funds holding

Funds holding: 2,3522,587 (+235)

4% more capital invested

Capital invested by funds: $151B → $158B (+$6.56B)

0.75% more ownership

Funds ownership: 72.53%73.28% (+0.75%)

2% less funds holding in top 10

Funds holding in top 10: 214209 (-5)

Holders
2,587
Holders Change
+235
Holders Change %
+9.99%
% of All Funds
50.97%
Holding in Top 10
209
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.34%
% of All Funds
4.12%
New
346
Increased
1,092
Reduced
949
Closed
74
Calls
$4.4B
Puts
$2.79B
Net Calls
+$1.61B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1201
Inscription Capital
Texas
$2.3M +$573K +19,860 +34%
RWA
1202
Ropes Wealth Advisors
Massachusetts
$2.3M -$156K -5,399 -6%
CWM
1203
Chesapeake Wealth Management
Virginia
$2.3M +$784K +27,154 +53%
CONA
1204
Capital One National Association
New York
$2.29M +$2.24M +77,663 New
S
1205
Surevest
California
$2.28M +$473K +16,384 +27%
BTW
1206
Boston Trust Walden
Massachusetts
$2.28M +$13.6K +471 +0.6%
BLAM
1207
Bourne Lent Asset Management
New York
$2.26M +$394K +13,638 +22%
PWSG
1208
Pacific Wealth Strategies Group
California
$2.26M +$18.8K +650 +0.9%
RG
1209
Retirement Group
California
$2.26M +$2.21M +76,482 New
ACP
1210
Ashfield Capital Partners
California
$2.25M +$17.6K +610 +0.8%
BG
1211
Berry Group
Massachusetts
$2.25M +$2.2M +76,329 New
ATFA
1212
All Terrain Financial Advisors
Minnesota
$2.25M +$198K +6,860 +10%
ACM
1213
Ategra Capital Management
Virginia
$2.25M +$275K +9,541 +14%
IAN
1214
Integrated Advisors Network
Texas
$2.25M +$2.2M +76,229 New
GIM
1215
Guild Investment Management
California
$2.24M +$45.9K +1,588 +2%
CAI
1216
Capital Advisors Inc
Oklahoma
$2.24M +$643K +22,275 +42%
1WA
1217
180 Wealth Advisors
Washington
$2.24M +$63.2K +2,189 +3%
FC
1218
Forte Capital
New York
$2.23M -$18K -623 -0.8%
IAMOG
1219
Investors Asset Management of Georgia
Georgia
$2.23M -$142K -4,932 -6%
BAS
1220
Brown Advisory Securities
Maryland
$2.22M +$262K +9,088 +14%
WI
1221
Wintrust Investments
Illinois
$2.22M +$445K +15,411 +26%
AFM
1222
Abbot Financial Management
Massachusetts
$2.21M +$45.7K +1,581 +2%
NAS
1223
Nicolet Advisory Services
Wisconsin
$2.21M +$70.3K +2,433 +3%
LCM
1224
Lucas Capital Management
New Jersey
$2.21M -$77.2K -2,675 -3%
LSPW
1225
Lake Street Private Wealth
Illinois
$2.2M +$289K +9,997 +15%

T Hedge Fund Activity: Q4 2019 in Review

2,587 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2019, worth a combined $158B — up 4.3% from $151B a quarter earlier.

Buyers outnumbered sellers: 346 funds opened new T positions and 74 closed out — a net gain of 272 holders — while 1,092 added to existing stakes and 949 trimmed.

The largest buyer was BlackRock, adding an estimated $714M. The largest seller was Fidelity Investments, cutting an estimated $448M.

  • 2,587 institutional investors held AT&T (T) as of Q4 2019, up from 2,352 in Q3 2019.
  • Funds reported $158B of AT&T stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 346 funds opened new AT&T positions in Q4 2019 and 74 closed out, a net change of +272 holders.
  • The largest AT&T buyer in Q4 2019 was BlackRock, an estimated $714M added.
  • The largest AT&T seller in Q4 2019 was Fidelity Investments, an estimated $448M sold.

Based on aggregated 13F filings for Q4 2019.