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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
1226
Winslow Evans & Crocker
Massachusetts
$1.48M -$40.2K -1,446 -3%
BIA
1227
Bigelow Investment Advisors
Maine
$1.48M +$1.53M +54,802 New
TBNY
1228
Trustco Bank (New York)
New York
$1.48M +$1.52M +54,779 New
SAM
1229
Summit Asset Management
Tennessee
$1.47M +$119K +4,266 +8%
CA
1230
Capital Advantage
California
$1.46M +$28.3K +1,017 +2%
VCAM
1231
Van Cleef Asset Management
Ohio
$1.45M -$7.15K -257 -0.5%
TI
1232
Trexquant Investment
Connecticut
$1.45M +$1.49M +53,686 New
TPWA
1233
TRUE Private Wealth Advisors
Oregon
$1.44M -$29.5K -1,061 -2%
NFA
1234
Nuveen Fund Advisors
Illinois
$1.44M -$966K -34,715 -39%
OC
1235
Oakworth Capital
Alabama
$1.44M +$64.3K +2,312 +4%
CG
1236
Colony Group
Massachusetts
$1.44M +$352K +12,648 +31%
AR
1237
Advisory Research
Illinois
$1.44M -$3.28K -118 -0.2%
FCB
1238
First Command Bank
Texas
$1.44M -$1.61K -58 -0.1%
FCFS
1239
First Command Financial Services
Texas
$1.44M -$1.61K -58 -0.1%
PA
1240
Probity Advisors
Texas
$1.43M -$38.5K -1,382 -3%
Lido Advisors
1241
Lido Advisors
California
$1.43M +$304K +10,927 +26%
FNBOMD
1242
First National Bank of Mount Dora
Florida
$1.43M -$59.4K -2,136 -4%
KFBMI
1243
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.43M
SFM
1244
Signet Financial Management
New Jersey
$1.43M -$125K -4,504 -8%
NL
1245
NWAM LLC
Washington
$1.42M +$27.6K +991 +2%
IC
1246
Investment Counsel
Michigan
$1.42M -$6.96K -250 -0.5%
DAC
1247
Dividend Assets Capital
South Carolina
$1.42M -$12.3K -443 -0.8%
CTA
1248
Colonial Trust Advisors
South Carolina
$1.41M -$543K -19,506 -27%
SBSB
1249
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.41M +$6.62K +238 +0.5%
MWM
1250
Modera Wealth Management
New Jersey
$1.41M +$132K +4,732 +10%

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.