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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
1326
American Investment Services
Massachusetts
$1.23M -$53.8K -1,933 -4%
LJAC
1327
L.J. Altfest & Co
New York
$1.23M +$143K +5,141 +13%
CRC
1328
Curi RMB Capital
Illinois
$1.22M -$852K -30,628 -40%
AIA
1329
AGF Investments America
Ontario, Canada
$1.22M +$23K +827 +2%
FPS
1330
Fieldpoint Private Securities
Connecticut
$1.22M -$93.2K -3,349 -7%
LFGH
1331
Lee Financial Group Hawaii
Hawaii
$1.22M +$71.1K +2,554 +6%
MSR
1332
Main Street Research
Connecticut
$1.21M +$206K +7,397 +20%
WA
1333
Waverly Advisors
Alabama
$1.21M -$717K -25,763 -36%
FWP
1334
FAS Wealth Partners
Kansas
$1.21M -$80.8K -2,904 -6%
WIC
1335
Whitegate Investment Counselors
New Hampshire
$1.2M +$36.8K +1,324 +3%
CIA
1336
Choate Investment Advisors
Massachusetts
$1.2M -$135K -4,838 -10%
AMCA
1337
Arthur M. Cohen & Associates
Illinois
$1.2M +$1.26M +45,221 New
CWM
1338
Circle Wealth Management
New Jersey
$1.2M +$27.8K +999 +2%
UBG
1339
United Bank (Georgia)
Georgia
$1.19M -$93.4K -3,356 -7%
DWM
1340
Doyle Wealth Management
Florida
$1.19M -$348K -12,505 -22%
CPO
1341
Cerity Partners OCIO
New York
$1.18M +$133K +4,764 +12%
RC
1342
RBO & Co
California
$1.18M -$5.23K -188 -0.4%
BA
1343
Bennicas & Associates
California
$1.18M -$307K -11,034 -20%
HI
1344
Hudock Inc
Pennsylvania
$1.18M -$68.1K -2,447 -5%
PMG
1345
ProVise Management Group
Florida
$1.18M -$96.4K -3,464 -7%
WI
1346
Wedgewood Investors
Pennsylvania
$1.18M -$16.8K -603 -1%
OFG
1347
OmniStar Financial Group
North Carolina
$1.18M +$182K +6,555 +18%
EWF
1348
Epstein & White Financial
California
$1.17M +$36.9K +1,327 +3%
VR
1349
Viridian RIA
Washington
$1.17M +$1.23M +44,084 New
RAM
1350
Redmond Asset Management
Virginia
$1.17M -$3.9K -140 -0.3%

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.