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2,302 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
AJ
1301
Ashburton (Jersey)
Jersey
$1.57M +$443K +17,655 +37%
VWA
1302
V Wealth Advisors
Kansas
$1.57M +$168K +6,702 +12%
FMW
1303
Farr Miller & Washington
District of Columbia
$1.56M +$4.09K +163 +0.3%
CIM
1304
CenturyLink Investment Management
Colorado
$1.56M -$163K -6,513 -9%
IIM
1305
Ipswich Investment Management
Massachusetts
$1.56M +$23.2K +926 +1%
FAM
1306
Fred Alger Management
New York
$1.55M -$29.4K -1,173 -2%
KTC
1307
Kistler-Tiffany Companies
Pennsylvania
$1.54M +$124K +4,947 +8%
LMAM
1308
Legg Mason Asset Management
Japan
$1.53M -$233K -9,268 -13%
SGA
1309
Strategic Global Advisors
California
$1.53M
IIC
1310
Ironwood Investment Counsel
Arizona
$1.53M +$609K +24,273 +62%
FFA
1311
First Foundation Advisors
California
$1.53M -$737K -29,359 -32%
CHA
1312
Carmichael Hill & Associates
Maryland
$1.53M +$63.6K +2,533 +4%
MAA
1313
Mraz Amerine & Associates
California
$1.53M +$556K +22,133 +54%
SFA
1314
Sequoia Financial Advisors
Ohio
$1.53M +$95.2K +3,792 +6%
AHB
1315
Abner Herrman & Brock
New Jersey
$1.53M +$150K +5,966 +10%
11A
1316
10-15 Associates
New York
$1.52M +$383K +15,267 +32%
PCA
1317
Providence Capital Advisors
North Carolina
$1.51M +$115K +4,563 +8%
TCM
1318
Teza Capital Management
Illinois
$1.51M +$1.57M +62,362 New
ST
1319
Smithfield Trust
Pennsylvania
$1.51M +$152K +6,063 +11%
TFS
1320
TrustCore Financial Services
Tennessee
$1.51M +$284K +11,301 +22%
BMO
1321
Beck Mack & Oliver
New York
$1.51M -$11.9K -474 -0.8%
SOAMC
1322
Spirit of America Management Corp
New York
$1.5M -$104K -4,124 -6%
OPA
1323
Old Port Advisors
Maine
$1.5M +$1.56M +61,958 New
CWM
1324
Concentric Wealth Management
California
$1.5M +$105K +4,185 +7%
CRC
1325
Curi RMB Capital
Illinois
$1.49M +$401K +15,977 +35%

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.