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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
FIB
1301
First Interstate Bank
Montana
$1.27M +$954K +33,623 +358%
CL
1302
CPWM LLC
Washington
$1.27M -$354K -12,457 -22%
RMCM
1303
Reynders McVeigh Capital Management
Massachusetts
$1.26M +$30.6K +1,077 +3%
SIM
1304
Sonora Investment Management
Arizona
$1.26M +$74.7K +2,632 +7%
QIM
1305
Quest Investment Management
Oregon
$1.26M +$37.6K +1,324 +3%
MLIC
1306
Mandatum Life Insurance Company
Finland
$1.25M +$493K +17,379 +70%
IP
1307
Intellectus Partners
California
$1.25M +$16.3K +573 +1%
TPWA
1308
TRUE Private Wealth Advisors
Oregon
$1.25M -$312 -11 -0%
SAM
1309
Sawgrass Asset Management
Florida
$1.25M -$11.3K -398 -0.9%
AWA
1310
ARS Wealth Advisors
Florida
$1.25M +$270K +9,522 +29%
RAM
1311
RWC Asset Management
United Kingdom
$1.25M
BOS
1312
Bank of Stockton
California
$1.24M -$4.51K -159 -0.4%
PAG
1313
Pinnacle Advisory Group
Maryland
$1.23M +$75.6K +2,663 +7%
HCMNY
1314
Howard Capital Management (New York)
New York
$1.23M
AIA
1315
AGF Investments America
Ontario, Canada
$1.22M +$14.4K +508 +1%
MWPCG
1316
Measured Wealth Private Client Group
New Hampshire
$1.22M +$1.17M +41,355 New
CCMG
1317
Clark Capital Management Group
Pennsylvania
$1.22M -$10.8M -381,723 -90%
MWM
1318
Mission Wealth Management
California
$1.22M -$33.4K -1,176 -3%
EI
1319
Elkhorn Investments
Illinois
$1.22M -$90.3K -3,180 -7%
CBA
1320
Coastal Bridge Advisors
Connecticut
$1.21M +$2.36K +83 +0.2%
CBT
1321
Central Bank & Trust
Kentucky
$1.21M +$78.3K +2,758 +7%
CWM
1322
Circle Wealth Management
New Jersey
$1.21M -$9.51K -335 -0.8%
NEPWA
1323
New England Private Wealth Advisors
Massachusetts
$1.21M -$17.4K -612 -1%
CIM
1324
CIM Investment Management
Pennsylvania
$1.2M -$61.9K -2,179 -5%
PFBT
1325
Parkside Financial Bank & Trust
Missouri
$1.2M -$7.21K -254 -0.6%

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.