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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
PCMK
1276
Paragon Capital Management (Kansas)
Kansas
$1.33M +$614K +22,051 +80%
MCWS
1277
McKinley Carter Wealth Services
West Virginia
$1.33M +$132K +4,738 +11%
NC
1278
NewSquare Capital
Pennsylvania
$1.33M +$125K +4,495 +10%
SIM
1279
Sonora Investment Management
Arizona
$1.32M +$157K +5,654 +13%
CVM
1280
Cheviot Value Management
California
$1.32M -$114K -4,079 -8%
MWM
1281
Mascoma Wealth Management
New Hampshire
$1.32M +$107K +3,858 +9%
CWM
1282
Catamount Wealth Management
Connecticut
$1.32M -$1.86M -66,907 -58%
BP
1283
Ballentine Partners
Massachusetts
$1.32M +$239K +8,602 +21%
ABTD
1284
Arvest Bank Trust Division
Oklahoma
$1.32M +$110K +3,965 +9%
WPP
1285
Whalerock Point Partners
Rhode Island
$1.31M -$43.9K -1,579 -3%
ATFA
1286
All Terrain Financial Advisors
Minnesota
$1.31M +$21.5K +771 +2%
ST
1287
Somerset Trust
Pennsylvania
$1.31M +$2.42K +87 +0.2%
GIM
1288
Grassi Investment Management
California
$1.3M +$67.9K +2,439 +5%
ACI
1289
Alpha Cubed Investments
California
$1.3M -$8.96K -322 -0.7%
FLI
1290
Family Legacy Inc
South Carolina
$1.3M -$12.5K -448 -0.9%
LPIC
1291
LeJeune Puetz Investment Counsel
Michigan
$1.3M
AAM
1292
Auxier Asset Management
Oregon
$1.3M +$256K +9,183 +24%
CCG
1293
Ceeto Capital Group
Florida
$1.29M
CWM
1294
Cahaba Wealth Management
Georgia
$1.29M +$279K +10,010 +26%
MRCM
1295
M&R Capital Management
New Jersey
$1.29M +$37.5K +1,346 +3%
MCM
1296
McKinley Capital Management
Alaska
$1.29M -$176K -6,333 -12%
11A
1297
10-15 Associates
New York
$1.28M -$46.3K -1,663 -3%
SCI
1298
Stableford Capital II
Arizona
$1.28M +$48.5K +1,741 +4%
MFW
1299
Mosaic Family Wealth
Missouri
$1.28M +$92.2K +3,313 +8%
MSS
1300
Mitchell Sinkler & Starr
Pennsylvania
$1.28M -$174K -6,267 -12%

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.