We are live on ! Find out more

1,978 hedge funds and large institutions have $136B invested in AT&T in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 941 increasing their positions, 800 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 941 | Existing positions reduced: 800

17% more funds holding in top 10

Funds holding in top 10: 150175 (+25)

5% more capital invested

Capital invested by funds: $130B → $136B (+$6.67B)

1.07% more ownership

Funds ownership: 74.03%75.1% (+1.1%)

0% less funds holding

Funds holding: 1,9811,978 (-3)

28% less call options, than puts

Call options by funds: $3.51B | Put options by funds: $4.85B

Holders
1,978
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
49.3%
Holding in Top 10
175
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+16.67%
% of All Funds
4.36%
New
76
Increased
941
Reduced
800
Closed
60
Calls
$3.51B
Puts
$4.85B
Net Calls
-$1.34B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
FPS
1226
Fieldpoint Private Securities
Connecticut
$1.5M +$88.7K +3,123 +7%
PI
1227
PHH Investments
Texas
$1.5M -$167K -5,870 -10%
PG
1228
Patten Group
Tennessee
$1.5M -$363K -12,787 -20%
FCB
1229
First Command Bank
Texas
$1.5M -$63.9K -2,252 -4%
FCFS
1230
First Command Financial Services
Texas
$1.5M -$63.9K -2,252 -4%
CIA
1231
Choate Investment Advisors
Massachusetts
$1.5M -$118K -4,167 -8%
FNBOMD
1232
First National Bank of Mount Dora
Florida
$1.49M -$39.8K -1,401 -3%
Carson Wealth (CWM LLC)
1233
Carson Wealth (CWM LLC)
Nebraska
$1.49M +$18.7K +657 +1%
MRCM
1234
M&R Capital Management
New Jersey
$1.49M -$58.2K -2,051 -4%
AIS
1235
American Investment Services
Massachusetts
$1.49M +$3.75K +132 +0.3%
RIM
1236
Regent Investment Management
Kentucky
$1.49M -$350K -12,346 -20%
JFL
1237
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.46M +$36.1K +1,271 +3%
RA
1238
Rational Advisors
New York
$1.46M
AR
1239
Advisory Research
Illinois
$1.46M -$52.5K -1,849 -4%
CA
1240
Capital Advantage
California
$1.46M -$41.5K -1,463 -3%
SFG
1241
StrategIQ Financial Group
Indiana
$1.45M -$3.21K -113 -0.2%
DBG
1242
De Burlo Group
Massachusetts
$1.45M
ST
1243
Somerset Trust
Pennsylvania
$1.45M +$28.4K +1,002 +2%
RG
1244
Rikoon Group
New Mexico
$1.45M +$9.28K +327 +0.7%
DWT
1245
Dorsey & Whitney Trust
South Dakota
$1.44M -$429K -15,120 -24%
BCP
1246
Berkeley Capital Partners
Georgia
$1.44M +$60.2K +2,120 +5%
PFA
1247
Paradigm Financial Advisors
Missouri
$1.43M +$12K +423 +0.9%
TAM
1248
Todd Asset Management
Kentucky
$1.43M -$6.97M -245,370 -84%
DWM
1249
Doyle Wealth Management
Florida
$1.43M -$43.8K -1,543 -3%
LPIC
1250
LeJeune Puetz Investment Counsel
Michigan
$1.43M

T Hedge Fund Activity: Q3 2017 in Review

1,978 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2017, worth a combined $136B — up 5.1% from $130B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new T positions and 60 closed out — a net gain of 16 holders — while 941 added to existing stakes and 800 trimmed.

The largest buyer was Bank of America, adding an estimated $436M. The largest seller was Capital International Investors, cutting an estimated $269M.

  • 1,978 institutional investors held AT&T (T) as of Q3 2017, down from 1,981 in Q2 2017.
  • Funds reported $136B of AT&T stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 76 funds opened new AT&T positions in Q3 2017 and 60 closed out, a net change of +16 holders.
  • The largest AT&T buyer in Q3 2017 was Bank of America, an estimated $436M added.
  • The largest AT&T seller in Q3 2017 was Capital International Investors, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2017.