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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
WCM
1276
Windsor Capital Management
Arizona
$1.35M
UBG
1277
United Bank (Georgia)
Georgia
$1.34M -$8.15K -287 -0.6%
HI
1278
Hudock Inc
Pennsylvania
$1.34M +$27.8K +978 +2%
BWM
1279
BerganKDV Wealth Management
Minnesota
$1.33M -$152K -5,362 -11%
PP
1280
PagnatoKarp Partners
Virginia
$1.33M +$123K +4,334 +11%
NDSI
1281
Newman Dignan & Sheerar Inc
Rhode Island
$1.32M -$33.6K -1,184 -3%
LWCFA
1282
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.32M +$7.07K +249 +0.6%
PGIM
1283
Pacific Global Investment Management
California
$1.32M +$23.1K +812 +2%
CMANY
1284
Capital Management Associates (New York)
New York
$1.31M -$3.78K -133 -0.3%
CWM
1285
Cahaba Wealth Management
Georgia
$1.31M +$1.26M +44,321 New
MGAM
1286
McGowan Group Asset Management
Texas
$1.31M +$32.1K +1,132 +3%
LF
1287
Lee Financial
Texas
$1.31M -$34.7K -1,224 -3%
PAS
1288
Partnervest Advisory Services
California
$1.3M -$126K -4,455 -9%
Mackenzie Financial
1289
Mackenzie Financial
Ontario, Canada
$1.3M +$941K +33,149 +309%
WP
1290
WealthSource Partners
California
$1.29M -$11.1K -391 -0.9%
HAIM
1291
Hunter Associates Investment Management
Pennsylvania
$1.29M -$44.8K -1,578 -3%
WIC
1292
Whitegate Investment Counselors
New Hampshire
$1.28M -$1.65K -58 -0.1%
HTHT
1293
Hemenway Trust Hemenway Trust
New Hampshire
$1.28M -$66.5K -2,343 -5%
NPF
1294
Norris Perne & French
Michigan
$1.28M -$23.8K -838 -2%
JWA
1295
JFS Wealth Advisors
Pennsylvania
$1.28M +$87.1K +3,069 +8%
BCA
1296
Benchmark Capital Advisors
New York
$1.28M +$113K +3,963 +10%
BHBT
1297
Burke & Herbert Bank & Trust
Virginia
$1.27M -$9.96K -351 -0.8%
AAS
1298
Annex Advisory Services
Wisconsin
$1.27M +$33.9K +1,194 +3%
AB
1299
Atlas Brown
Kentucky
$1.27M +$158K +5,557 +15%
MC
1300
Miles Capital
Iowa
$1.27M -$49.8K -1,754 -4%

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.