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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
1226
Curi RMB Capital
Illinois
$1.8M +$233K +9,513 +16%
AC
1227
AFAM Capital
Texas
$1.79M -$416 -17 -0%
AP
1228
Appleton Partners
Massachusetts
$1.79M +$657K +26,830 +61%
CAC
1229
Certified Advisory Corp
Florida
$1.76M -$98.8K -4,035 -5%
TB
1230
Terril Brothers
Missouri
$1.76M
SL
1231
Summitry LLC
California
$1.76M +$55.5K +2,265 +3%
BOIA
1232
Bush ODonnell Investment Advisors
Missouri
$1.76M -$49 -2 -0%
SFA
1233
Sequoia Financial Advisors
Ohio
$1.76M +$152K +6,199 +10%
RAM
1234
Roanoke Asset Management
New Jersey
$1.75M -$3.23K -132 -0.2%
BFM
1235
Boothbay Fund Management
New York
$1.75M -$1.66M -67,929 -50%
REMPR
1236
Roof Eidam Maycock Peralta (REMP)
California
$1.75M +$26.1K +1,064 +2%
PJSIMP
1237
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.74M -$263K -10,757 -14%
CWP
1238
Capital Wealth Planning
Florida
$1.74M +$761K +31,081 +83%
SIS
1239
Sound Income Strategies
Florida
$1.74M +$453K +18,476 +37%
CG
1240
Caprock Group
Idaho
$1.74M +$2.74K +112 +0.2%
LG
1241
LaFleur & Godfrey
Michigan
$1.73M -$3.06M -124,833 -65%
GIP
1242
Granite Investment Partners
California
$1.73M -$7.42K -303 -0.4%
WI
1243
Wintrust Investments
Illinois
$1.73M +$51.2K +2,092 +3%
NB
1244
Northwest Bancshares
Pennsylvania
$1.73M -$25.5K -1,042 -2%
LAIC
1245
Lederer & Associates Investment Counsel
California
$1.73M +$57.9K +2,363 +4%
MCM
1246
McKinley Capital Management
Alaska
$1.73M +$16.8K +687 +1%
NC
1247
NewSquare Capital
Pennsylvania
$1.73M +$179K +7,288 +12%
WC
1248
Woodstock Corp
Massachusetts
$1.72M -$60.4K -2,467 -4%
IIM
1249
Ipswich Investment Management
Massachusetts
$1.72M +$85.2K +3,477 +5%
VWA
1250
V Wealth Advisors
Kansas
$1.71M +$99K +4,043 +6%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.