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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
1301
Oarsman Capital
Wisconsin
$1.55M +$5.8K +237 +0.4%
DRS
1302
Deane Retirement Strategies
Louisiana
$1.55M +$1.5M +61,129 New
NAMP
1303
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.55M -$172K -7,024 -10%
CF
1304
CNA Financial
Illinois
$1.54M
MCM
1305
McRae Capital Management
New Jersey
$1.54M -$648K -26,439 -30%
VDFA
1306
Vickerman & Driscoll Financial Advisors
Washington
$1.54M +$4.95K +202 +0.3%
EWA
1307
Exencial Wealth Advisors
Oklahoma
$1.54M -$115K -4,712 -7%
GAM
1308
Gemmer Asset Management
California
$1.54M +$176K +7,174 +13%
TBNY
1309
Trustco Bank (New York)
New York
$1.53M +$140K +5,704 +10%
RWA
1310
River Wealth Advisors
Pennsylvania
$1.53M -$303K -12,366 -17%
MWAC
1311
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.53M -$150K -6,133 -9%
CCT
1312
Capital City Trust
Florida
$1.53M +$62.9K +2,566 +4%
ARMT
1313
Amica Retiree Medical Trust
Rhode Island
$1.52M
LJAC
1314
L.J. Altfest & Co
New York
$1.52M -$28.1K -1,148 -2%
NMIFOAC
1315
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.51M
WA
1316
WBH Advisory
Maryland
$1.51M -$157K -6,411 -10%
JCM
1317
Jacobi Capital Management
Pennsylvania
$1.5M +$350K +14,269 +32%
BRWM
1318
B. Riley Wealth Management
Tennessee
$1.5M +$1.45M +59,125 New
DE
1319
Day & Ennis
Georgia
$1.5M +$588 +24 +0%
ED
1320
Exane Derivatives
France
$1.5M -$2.5M -102,135 -63%
TAM
1321
Tiverton Asset Management
Delaware
$1.5M +$1.44M +58,978 New
AW
1322
ACG Wealth
Georgia
$1.49M +$111K +4,550 +8%
AIP
1323
Ahrens Investment Partners
Louisiana
$1.49M -$222K -9,060 -13%
CAG
1324
Crestwood Advisors Group
Massachusetts
$1.48M -$7.79K -318 -0.5%
SLA
1325
Silver Lake Advisory
Utah
$1.48M +$19.1K +781 +1%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.