We are live on ! Find out more

1,981 hedge funds and large institutions have $130B invested in AT&T in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 911 increasing their positions, 802 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 82

14% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 802

0% less funds holding

Funds holding: 1,9851,981 (-4)

0.38% less ownership

Funds ownership: 74.41%74.03% (-0.38%)

10% less capital invested

Capital invested by funds: $143B → $130B (-$13.7B)

38% less funds holding in top 10

Funds holding in top 10: 240150 (-90)

39% less call options, than puts

Call options by funds: $1.93B | Put options by funds: $3.14B

Holders
1,981
Holders Change
-4
Holders Change %
-0.2%
% of All Funds
49.38%
Holding in Top 10
150
Holding in Top 10 Change
-90
Holding in Top 10 Change %
-37.5%
% of All Funds
3.74%
New
96
Increased
911
Reduced
802
Closed
82
Calls
$1.93B
Puts
$3.14B
Net Calls
-$1.21B
Net Calls Change
-$2B
Name Holding Trade Value Shares
Change
Change in
Stake
ARMT
1226
Amica Retiree Medical Trust
Rhode Island
$1.47M +$111K +3,751 +8%
HCM
1227
Howland Capital Management
Massachusetts
$1.47M +$7.08K +240 +0.5%
CC
1228
Cannell & Co
New York
$1.46M +$41.3K +1,402 +3%
AR
1229
Advisory Research
Illinois
$1.46M +$1.33K +45 +0.1%
MLFP
1230
MPS Loria Financial Planners
Illinois
$1.46M +$1.49M +50,681 New
SCM
1231
SOL Capital Management
Maryland
$1.46M -$10.8K -368 -0.7%
MWM
1232
Mascoma Wealth Management
New Hampshire
$1.46M +$1.03M +34,931 +215%
RBC
1233
Ronald Blue & Co
Georgia
$1.46M -$226K -7,657 -13%
OIA
1234
OneDigital Investment Advisors
Kansas
$1.45M +$1.5M +51,026 New
CA
1235
Capital Advantage
California
$1.45M -$67.7K -2,297 -4%
MPI
1236
Mairs & Power Inc
Minnesota
$1.44M -$2.95K -100 -0.2%
BWM
1237
BerganKDV Wealth Management
Minnesota
$1.44M +$84.4K +2,862 +6%
NJBEST
1238
New Jersey Better Educational Savings Trust
New Jersey
$1.43M
AIS
1239
American Investment Services
Massachusetts
$1.43M +$3.13K +106 +0.2%
ACM
1240
Alta Capital Management
Utah
$1.43M +$68K +2,308 +5%
LRIC
1241
Long Road Investment Counsel
Michigan
$1.42M -$14.8K -501 -1%
Carson Wealth (CWM LLC)
1242
Carson Wealth (CWM LLC)
Nebraska
$1.42M -$13.4K -453 -0.9%
DWM
1243
Doyle Wealth Management
Florida
$1.42M +$60.8K +2,064 +4%
FLI
1244
Family Legacy Inc
South Carolina
$1.42M -$1.95K -66 -0.1%
RA
1245
Rational Advisors
New York
$1.41M -$35.1K -1,192 -2%
MSR
1246
Main Street Research
Connecticut
$1.41M -$49.8K -1,690 -3%
TSW
1247
Thompson Siegel & Walmsley
Virginia
$1.4M -$50.8K -1,722 -3%
SFG
1248
StrategIQ Financial Group
Indiana
$1.4M +$212K +7,201 +17%
AssetMark Inc
1249
AssetMark Inc
California
$1.4M -$406K -13,763 -22%
DBG
1250
De Burlo Group
Massachusetts
$1.4M +$58.5K +1,986 +4%

T Hedge Fund Activity: Q2 2017 in Review

1,981 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2017, worth a combined $130B — down 9.5% from $143B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new T positions and 82 closed out — a net gain of 14 holders — while 911 added to existing stakes and 802 trimmed.

The largest buyer was Vanguard Group, adding an estimated $353M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $365M sold.

  • 1,981 institutional investors held AT&T (T) as of Q2 2017, down from 1,985 in Q1 2017.
  • Funds reported $130B of AT&T stock for Q2 2017, down 9.5% quarter-over-quarter.
  • 96 funds opened new AT&T positions in Q2 2017 and 82 closed out, a net change of +14 holders.
  • The largest AT&T buyer in Q2 2017 was Vanguard Group, an estimated $353M added.
  • The largest AT&T seller in Q2 2017 was Arrowstreet Capital, an estimated $365M sold.

Based on aggregated 13F filings for Q2 2017.