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2,302 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1226
River Wealth Advisors
Pennsylvania
$1.76M -$310K -12,368 -15%
EIM
1227
Essex Investment Management
Massachusetts
$1.76M +$7.91K +315 +0.4%
DMC
1228
Drexel Morgan & Co
Pennsylvania
$1.76M +$214K +8,513 +13%
ATC
1229
Adirondack Trust Company
New York
$1.75M +$93.5K +3,724 +5%
MCM
1230
Monument Capital Management
Virginia
$1.75M -$6.35K -253 -0.4%
WPC
1231
White Pine Capital
Minnesota
$1.75M -$54.9K -2,187 -3%
FANJ
1232
Financial Architects (New Jersey)
New Jersey
$1.75M +$340K +13,536 +23%
SAM
1233
Seelaus Asset Management
New Jersey
$1.75M +$642K +25,566 +55%
HAM
1234
Hammer Asset Management
California
$1.75M +$1.81M +71,973 New
RE
1235
RBC Europe
United Kingdom
$1.74M +$273K +10,893 +18%
NAM
1236
Needelman Asset Management
California
$1.74M +$3.81K +152 +0.2%
CCB
1237
Cutter & Co Brokerage
Missouri
$1.74M +$324K +12,921 +22%
IAA
1238
Ironsides Asset Advisors
North Carolina
$1.74M +$1.47M +58,562 +451%
RWM
1239
RKL Wealth Management
Pennsylvania
$1.73M -$31.6K -1,259 -2%
DCM
1240
Delta Capital Management
New Jersey
$1.73M -$6.3K -251 -0.4%
SLG
1241
Stanley-Laman Group
Pennsylvania
$1.73M -$248K -9,874 -12%
CFIA
1242
Cantor Fitzgerald Investment Advisors
New York
$1.72M +$66.1K +2,634 +4%
AC
1243
AFAM Capital
Texas
$1.71M -$7.48K -298 -0.4%
WKWM
1244
Walter & Keenan Wealth Management
Indiana
$1.71M -$97.1K -3,867 -5%
Lido Advisors
1245
Lido Advisors
California
$1.71M +$438K +17,441 +33%
WC
1246
Woodstock Corp
Massachusetts
$1.71M -$32K -1,275 -2%
DW
1247
Domani Wealth
Pennsylvania
$1.71M +$185K +7,361 +12%
1WA
1248
180 Wealth Advisors
Washington
$1.7M +$111K +4,441 +7%
TPWA
1249
TRUE Private Wealth Advisors
Oregon
$1.69M +$408K +16,252 +30%
TW
1250
Transform Wealth
Colorado
$1.69M +$1.41M +56,337 +420%

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.