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1,981 hedge funds and large institutions have $130B invested in AT&T in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 911 increasing their positions, 802 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 82

14% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 802

0% less funds holding

Funds holding: 1,9851,981 (-4)

0.38% less ownership

Funds ownership: 74.41%74.03% (-0.38%)

10% less capital invested

Capital invested by funds: $143B → $130B (-$13.7B)

38% less funds holding in top 10

Funds holding in top 10: 240150 (-90)

39% less call options, than puts

Call options by funds: $1.93B | Put options by funds: $3.14B

Holders
1,981
Holders Change
-4
Holders Change %
-0.2%
% of All Funds
49.38%
Holding in Top 10
150
Holding in Top 10 Change
-90
Holding in Top 10 Change %
-37.5%
% of All Funds
3.74%
New
96
Increased
911
Reduced
802
Closed
82
Calls
$1.93B
Puts
$3.14B
Net Calls
-$1.21B
Net Calls Change
-$2B
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1301
WealthSource Partners
California
$1.26M +$79K +2,681 +6%
PFT
1302
Providence First Trust
Arizona
$1.26M +$1.3M +44,106 New
PV
1303
Private Vista
Illinois
$1.26M +$209K +7,092 +19%
SCI
1304
Stableford Capital II
Arizona
$1.25M +$95.6K +3,244 +8%
PGIM
1305
Pacific Global Investment Management
California
$1.25M -$27.6K -935 -2%
WIC
1306
Whitegate Investment Counselors
New Hampshire
$1.24M -$1.95K -66 -0.2%
BHBT
1307
Burke & Herbert Bank & Trust
Virginia
$1.24M +$1.95K +66 +0.2%
TIA
1308
Trust Investment Advisors
Indiana
$1.24M +$12.7K +431 +1%
MGAM
1309
McGowan Group Asset Management
Texas
$1.23M +$2.48K +84 +0.2%
CIM
1310
CIM Investment Management
Pennsylvania
$1.22M -$66.5K -2,255 -5%
PCM
1311
Perkins Capital Management
Minnesota
$1.22M +$87.8K +2,979 +7%
SAM
1312
Sawgrass Asset Management
Florida
$1.22M -$98.1K -3,328 -7%
SWM
1313
Segment Wealth Management
Texas
$1.21M +$102K +3,474 +9%
TPWA
1314
TRUE Private Wealth Advisors
Oregon
$1.21M +$1.68K +57 +0.1%
MWM
1315
Mission Wealth Management
California
$1.21M +$212K +7,181 +20%
RAM
1316
RWC Asset Management
United Kingdom
$1.2M
BOS
1317
Bank of Stockton
California
$1.2M -$112K -3,809 -8%
IIC
1318
Ironwood Investment Counsel
Arizona
$1.2M +$61.9K +2,100 +5%
CC
1319
Cornerstone Capital
California
$1.2M
FWP
1320
FAS Wealth Partners
Kansas
$1.19M +$17.7K +601 +1%
AAS
1321
Annex Advisory Services
Wisconsin
$1.19M +$147K +4,977 +13%
IP
1322
Intellectus Partners
California
$1.19M +$120K +4,057 +11%
CASB
1323
Cape Ann Savings Bank
Massachusetts
$1.19M -$22.4K -761 -2%
RMCM
1324
Reynders McVeigh Capital Management
Massachusetts
$1.19M -$7.49K -254 -0.6%
HCMNY
1325
Howard Capital Management (New York)
New York
$1.18M

T Hedge Fund Activity: Q2 2017 in Review

1,981 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2017, worth a combined $130B — down 9.5% from $143B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new T positions and 82 closed out — a net gain of 14 holders — while 911 added to existing stakes and 802 trimmed.

The largest buyer was Vanguard Group, adding an estimated $353M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $365M sold.

  • 1,981 institutional investors held AT&T (T) as of Q2 2017, down from 1,985 in Q1 2017.
  • Funds reported $130B of AT&T stock for Q2 2017, down 9.5% quarter-over-quarter.
  • 96 funds opened new AT&T positions in Q2 2017 and 82 closed out, a net change of +14 holders.
  • The largest AT&T buyer in Q2 2017 was Vanguard Group, an estimated $353M added.
  • The largest AT&T seller in Q2 2017 was Arrowstreet Capital, an estimated $365M sold.

Based on aggregated 13F filings for Q2 2017.