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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
AB
1301
Atlas Brown
Kentucky
$1.41M +$196K +7,195 +17%
DBG
1302
De Burlo Group
Massachusetts
$1.4M -$35.7K -1,306 -3%
PFA
1303
Paradigm Financial Advisors
Missouri
$1.4M -$14.4K -527 -1%
MWM
1304
Modera Wealth Management
New Jersey
$1.4M -$9.45K -346 -0.7%
HCM
1305
Howland Capital Management
Massachusetts
$1.4M +$6.77K +248 +0.5%
AJ
1306
Ashburton (Jersey)
Jersey
$1.4M +$435K +15,930 +50%
UBG
1307
United Bank (Georgia)
Georgia
$1.4M +$58.6K +2,147 +5%
AIS
1308
American Investment Services
Massachusetts
$1.4M -$74.6K -2,731 -5%
MFG
1309
Monte Financial Group
Connecticut
$1.4M +$1.3M +47,550 New
LRIC
1310
Long Road Investment Counsel
Michigan
$1.39M -$3.22K -118 -0.2%
LF
1311
Lee Financial
Texas
$1.39M +$82.4K +3,018 +7%
DAM
1312
Doheny Asset Management
California
$1.39M -$148K -5,428 -10%
SAM
1313
Seelaus Asset Management
New Jersey
$1.39M +$1.29M +47,197 New
PMG
1314
ProVise Management Group
Florida
$1.39M -$354K -12,975 -22%
BRM
1315
Boston Research & Management
Massachusetts
$1.39M -$177K -6,496 -12%
FMT
1316
First Mercantile Trust
Tennessee
$1.38M -$635K -23,258 -33%
SICM
1317
Sustainable Insight Capital Management
New York
$1.38M -$694K -25,420 -35%
WOC
1318
West Oak Capital
California
$1.37M -$40.9K -1,496 -3%
MRCM
1319
M&R Capital Management
New Jersey
$1.37M -$102K -3,729 -7%
CICI
1320
Capital Investment Counsel Inc
North Carolina
$1.36M -$14.5K -530 -1%
BOS
1321
Bank of Stockton
California
$1.36M +$115K +4,229 +10%
HI
1322
Hudock Inc
Pennsylvania
$1.35M +$22.4K +820 +2%
OIA
1323
OneDigital Investment Advisors
Kansas
$1.35M +$334K +12,244 +36%
SAM
1324
SignalPoint Asset Management
Missouri
$1.35M -$7.1K -260 -0.6%
GIM
1325
Grassi Investment Management
California
$1.35M +$170K +6,226 +16%

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.