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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
BTNA
1251
Bremer Trust National Association
Minnesota
$1.4M -$196K -7,031 -12%
Wealth Enhancement Advisory Services
1252
Wealth Enhancement Advisory Services
Minnesota
$1.4M -$1.03M -36,836 -41%
MC
1253
Miles Capital
Iowa
$1.4M +$416K +14,953 +41%
SFSG
1254
Stearns Financial Services Group
North Carolina
$1.4M -$50.4K -1,812 -3%
ANTB
1255
AMG National Trust Bank
Colorado
$1.39M -$46.9K -1,684 -3%
Carson Wealth (CWM LLC)
1256
Carson Wealth (CWM LLC)
Nebraska
$1.39M +$67.1K +2,411 +5%
GC
1257
Grace Capital
Massachusetts
$1.39M -$2.05M -73,617 -59%
PP
1258
PagnatoKarp Partners
Virginia
$1.38M +$240K +8,627 +20%
SMH
1259
Sanders Morris Harris
Texas
$1.38M +$47.9K +1,721 +3%
WCM
1260
Windsor Capital Management
Arizona
$1.38M +$32.3K +1,159 +2%
RIM
1261
Regent Investment Management
Kentucky
$1.38M +$60.4K +2,169 +4%
TAM
1262
Todd Asset Management
Kentucky
$1.37M +$28.3K +1,017 +2%
AB
1263
Atlas Brown
Kentucky
$1.37M +$19.6K +705 +1%
TFS
1264
TrustCore Financial Services
Tennessee
$1.37M +$19.2K +690 +1%
FCFC
1265
First Commonwealth Financial Corp
Pennsylvania
$1.37M +$173K +6,208 +14%
PFA
1266
Paradigm Financial Advisors
Missouri
$1.37M +$83.4K +2,995 +6%
AAS
1267
Annex Advisory Services
Wisconsin
$1.36M -$259K -9,296 -16%
ECM
1268
Element Capital Management
New York
$1.35M +$1.4M +50,333 New
BFG
1269
Beacon Financial Group
Texas
$1.35M +$5.82K +209 +0.4%
EMG
1270
Ellington Management Group
Connecticut
$1.35M +$1.39M +50,047 New
KF
1271
Krilogy Financial
Missouri
$1.35M -$21.1K -759 -1%
MFG
1272
Merit Financial Group
Georgia
$1.35M +$184K +6,628 +15%
CC
1273
Cannell & Co
New York
$1.34M
YIA
1274
YHB Investment Advisors
Connecticut
$1.33M -$1.12M -40,189 -45%
CCM
1275
Carlson Capital Management
Minnesota
$1.33M -$86.1K -3,092 -6%

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.