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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
WOC
1251
West Oak Capital
California
$1.43M +$9.08K +320 +0.7%
MLFP
1252
MPS Loria Financial Planners
Illinois
$1.42M -$71.9K -2,534 -5%
MWM
1253
Modera Wealth Management
New Jersey
$1.42M -$173K -6,102 -11%
CCG
1254
Ceeto Capital Group
Florida
$1.42M +$1.36M +48,061 New
ABTD
1255
Arvest Bank Trust Division
Oklahoma
$1.42M +$190K +6,685 +16%
TWM
1256
Torch Wealth Management
Ohio
$1.41M +$7.52K +265 +0.6%
TA
1257
Tiedemann Advisors
New York
$1.41M -$2.65M -93,430 -67%
GS
1258
Girard Securities
California
$1.41M -$776K -27,330 -37%
WI
1259
Wedgewood Investors
Pennsylvania
$1.41M +$40.7K +1,434 +3%
HCM
1260
Howland Capital Management
Massachusetts
$1.4M -$114K -4,010 -8%
LRIC
1261
Long Road Investment Counsel
Michigan
$1.4M -$71.1K -2,505 -5%
PBO
1262
Peoples Bank (Ohio)
Ohio
$1.4M -$188K -6,620 -12%
FCFC
1263
First Commonwealth Financial Corp
Pennsylvania
$1.4M -$259K -9,115 -16%
DT
1264
Diversified Trust
Tennessee
$1.4M -$7.38K -260 -0.5%
SCI
1265
Stableford Capital II
Arizona
$1.39M +$84.6K +2,981 +7%
RFS
1266
Rockefeller Financial Services
New York
$1.38M +$36.1K +1,271 +3%
CICI
1267
Capital Investment Counsel Inc
North Carolina
$1.38M -$8.69K -306 -0.7%
AL
1268
Aspiriant LLC
California
$1.38M -$371K -13,064 -22%
CCWA
1269
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.38M -$23.7K -835 -2%
TIA
1270
Tiemann Investment Advisors
California
$1.37M +$3.72K +131 +0.3%
SAM
1271
SignalPoint Asset Management
Missouri
$1.37M -$1.51M -53,102 -53%
SCM
1272
Stuyvesant Capital Management
New York
$1.36M
CC
1273
Cornerstone Capital
California
$1.36M +$113K +3,990 +10%
WI
1274
Wintrust Investments
Illinois
$1.35M +$10.8K +380 +0.8%
FWP
1275
FAS Wealth Partners
Kansas
$1.35M +$105K +3,682 +9%

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.