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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
FCM
1251
Forester Capital Management
Illinois
$1.39M -$228K -7,729 -14%
RG
1252
Rikoon Group
New Mexico
$1.38M +$9.43K +320 +0.7%
PAS
1253
Partnervest Advisory Services
California
$1.38M +$94.4K +3,203 +7%
BIM
1254
Bridges Investment Management
Nebraska
$1.38M +$196K +6,633 +16%
LPIC
1255
LeJeune Puetz Investment Counsel
Michigan
$1.37M -$33.2K -1,125 -2%
JFL
1256
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.37M
ST
1257
Somerset Trust
Pennsylvania
$1.37M +$37.8K +1,284 +3%
WOC
1258
West Oak Capital
California
$1.36M -$68.8K -2,334 -5%
PFA
1259
Paradigm Financial Advisors
Missouri
$1.36M -$914 -31 -0.1%
FPS
1260
Fieldpoint Private Securities
Connecticut
$1.36M +$87.6K +2,973 +7%
SL
1261
Summitry LLC
California
$1.36M +$74.3K +2,522 +6%
TWM
1262
Torch Wealth Management
Ohio
$1.35M +$7.81K +265 +0.6%
DT
1263
Diversified Trust
Tennessee
$1.35M -$67.4K -2,288 -5%
CCWA
1264
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.35M +$54K +1,832 +4%
WCM
1265
Windsor Capital Management
Arizona
$1.35M +$31.3K +1,063 +2%
KTC
1266
Kistler-Tiffany Companies
Pennsylvania
$1.34M +$148K +5,016 +12%
CICI
1267
Capital Investment Counsel Inc
North Carolina
$1.34M -$54.6K -1,852 -4%
BCP
1268
Berkeley Capital Partners
Georgia
$1.33M +$188K +6,368 +16%
CBB
1269
Citizens Business Bank
California
$1.32M
TIA
1270
Tiemann Investment Advisors
California
$1.32M +$14K +474 +1%
SCM
1271
Stuyvesant Capital Management
New York
$1.31M -$1.21M -41,077 -47%
WI
1272
Wedgewood Investors
Pennsylvania
$1.31M -$5.19K -176 -0.4%
GAM
1273
Gemmer Asset Management
California
$1.31M +$392K +13,289 +41%
BFG
1274
Barber Financial Group
Kansas
$1.31M -$201K -6,832 -13%
NDSI
1275
Newman Dignan & Sheerar Inc
Rhode Island
$1.31M +$1.95K +66 +0.1%

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.