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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
TFS
1276
TrustCore Financial Services
Tennessee
$1.47M +$1.37M +50,148 New
WCM
1277
Windsor Capital Management
Arizona
$1.47M +$79.1K +2,898 +6%
TAM
1278
Todd Asset Management
Kentucky
$1.47M +$48K +1,758 +4%
PAM
1279
PVG Asset Management
Colorado
$1.47M -$1.57M -57,576 -54%
BFG
1280
Beacon Financial Group
Texas
$1.47M -$354K -12,962 -21%
MMG
1281
Monetary Management Group
Missouri
$1.46M -$602K -22,030 -31%
CC
1282
Cannell & Co
New York
$1.46M -$45.1K -1,650 -3%
SMH
1283
Sanders Morris Harris
Texas
$1.46M -$39.8K -1,456 -3%
CIA
1284
Choate Investment Advisors
Massachusetts
$1.45M -$29K -1,063 -2%
SFA
1285
Sequoia Financial Advisors
Ohio
$1.45M -$49.7K -1,820 -4%
JFL
1286
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.45M -$3.96K -145 -0.3%
11A
1287
10-15 Associates
New York
$1.45M -$138K -5,048 -9%
Carson Wealth (CWM LLC)
1288
Carson Wealth (CWM LLC)
Nebraska
$1.44M -$33.2K -1,217 -2%
RIM
1289
Regent Investment Management
Kentucky
$1.44M -$35.1K -1,285 -3%
KFGK
1290
Keystone Financial Group (Kentucky)
Kentucky
$1.43M +$1.36M +49,641 New
FLI
1291
Family Legacy Inc
South Carolina
$1.43M +$425K +15,557 +47%
ACI
1292
Alpha Cubed Investments
California
$1.43M -$183K -6,687 -12%
FPS
1293
Fieldpoint Private Securities
Connecticut
$1.43M -$61.4K -2,250 -4%
ST
1294
Somerset Trust
Pennsylvania
$1.42M -$14.8K -543 -1%
LPIC
1295
LeJeune Puetz Investment Counsel
Michigan
$1.42M
CCG
1296
Ceeto Capital Group
Florida
$1.41M
MLFP
1297
MPS Loria Financial Planners
Illinois
$1.41M -$5.41K -198 -0.4%
WI
1298
Wintrust Investments
Illinois
$1.41M +$62.4K +2,284 +5%
ATFA
1299
All Terrain Financial Advisors
Minnesota
$1.41M +$1.31M +47,920 New
FWP
1300
FAS Wealth Partners
Kansas
$1.41M +$63.2K +2,314 +5%

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.