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2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
1251
First Command Financial Services
Texas
$1.57M +$78.2K +2,864 +6%
CVM
1252
Cheviot Value Management
California
$1.56M -$31.3K -1,148 -2%
CA
1253
Capital Advantage
California
$1.56M +$98.8K +3,617 +7%
DAC
1254
Dividend Assets Capital
South Carolina
$1.56M -$7.43K -272 -0.5%
KFBMI
1255
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.56M
SACTSONJ
1256
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.55M -$72.3K -2,648 -5%
IC
1257
Investment Counsel
Michigan
$1.55M -$127K -4,654 -8%
MCM
1258
Maple Capital Management
Vermont
$1.55M -$50.1K -1,833 -3%
CCM
1259
Carlson Capital Management
Minnesota
$1.54M -$23.4K -858 -2%
OC
1260
Oakworth Capital
Alabama
$1.54M -$29K -1,062 -2%
RG
1261
Rikoon Group
New Mexico
$1.53M +$91.5K +3,351 +7%
SBSB
1262
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.53M +$31.2K +1,144 +2%
Members Trust
1263
Members Trust
Florida
$1.53M -$370K -13,568 -21%
NL
1264
NWAM LLC
Washington
$1.52M -$119K -4,349 -8%
CIM
1265
Corda Investment Management
Texas
$1.51M -$91K -3,332 -6%
KWMG
1266
King Wealth Management Group
Florida
$1.51M -$2.83M -103,615 -67%
ARMC
1267
American Research & Management Company
Massachusetts
$1.51M -$82.6K -3,024 -6%
PP
1268
Pegasus Partners
Wisconsin
$1.5M -$489K -17,904 -26%
ACM
1269
Alta Capital Management
Utah
$1.5M -$20.6K -755 -1%
BBWA
1270
Bell & Brown Wealth Advisors
California
$1.5M +$1.39M +50,908 New
KF
1271
Krilogy Financial
Missouri
$1.49M +$481K +17,599 +53%
VWA
1272
V Wealth Advisors
Kansas
$1.49M +$13.4K +490 +0.9%
DWT
1273
Dorsey & Whitney Trust
South Dakota
$1.48M +$48.4K +1,774 +4%
WPP
1274
Whalerock Point Partners
Rhode Island
$1.48M -$771K -28,241 -36%
SAM
1275
Summit Asset Management
Tennessee
$1.48M -$145K -5,317 -10%

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.