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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
PFS
1326
Physicians Financial Services
North Carolina
$1.2M -$3.75K -132 -0.3%
MAM
1327
Mastrapasqua Asset Management
Tennessee
$1.2M +$76.6K +2,698 +7%
BC
1328
Banced Corp
Illinois
$1.2M +$120K +4,232 +12%
LGC
1329
Laurel Grove Capital
California
$1.2M +$133K +4,700 +13%
RC
1330
Roundview Capital
New Jersey
$1.19M -$333K -11,744 -23%
NIM
1331
Northeast Investment Management
Massachusetts
$1.19M +$19.7K +694 +2%
TSW
1332
Thompson Siegel & Walmsley
Virginia
$1.18M -$263K -9,269 -19%
PCM
1333
Perkins Capital Management
Minnesota
$1.18M -$80.8K -2,847 -7%
AAM
1334
Auxier Asset Management
Oregon
$1.18M
SFSIG
1335
San Francisco Sentry Investment Group
California
$1.18M +$410K +14,431 +57%
GIM
1336
Grassi Investment Management
California
$1.18M +$94.1K +3,315 +9%
BIC
1337
Beach Investment Counsel
Pennsylvania
$1.18M
SAM
1338
Sequent Asset Management
Texas
$1.17M -$14K -494 -1%
MWM
1339
Marietta Wealth Management
Georgia
$1.17M +$114K +4,023 +11%
LKIM
1340
Lawson Kroeker Investment Management
Nebraska
$1.17M -$18.8K -662 -2%
BS
1341
Banco Santander
Spain
$1.17M -$3.89M -136,856 -78%
MCWS
1342
McKinley Carter Wealth Services
West Virginia
$1.17M +$243K +8,547 +28%
EWA
1343
Exencial Wealth Advisors
Oklahoma
$1.17M -$40.4K -1,422 -3%
CCB
1344
Cutter & Co Brokerage
Missouri
$1.17M +$2.02K +71 +0.2%
NC
1345
NewSquare Capital
Pennsylvania
$1.17M +$2.51M +88,307 +232%
AP
1346
Appleton Partners
Massachusetts
$1.17M +$78.5K +2,766 +8%
TIA
1347
Trust Investment Advisors
Indiana
$1.16M -$120K -4,237 -10%
CPO
1348
Cerity Partners OCIO
New York
$1.16M +$69.7K +2,456 +7%
BHIA
1349
Birch Hill Investment Advisors
Massachusetts
$1.16M -$27.8K -978 -2%
AC
1350
Abbrea Capital
California
$1.16M -$18.6K -656 -2%

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.