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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
GEA
1351
Glen Eagle Advisors
New Jersey
$1.15M -$163K -5,745 -13%
PIA
1352
Peachtree Investment Advisors
Georgia
$1.15M -$47.7K -1,679 -4%
CCM
1353
Coldstream Capital Management
Washington
$1.15M +$116K +4,096 +12%
PSC
1354
Prentiss Smith & Co
Vermont
$1.14M -$25.3K -891 -2%
IIC
1355
Ironwood Investment Counsel
Arizona
$1.13M -$105K -3,705 -9%
GWCM
1356
Godshalk Welsh Capital Management
Pennsylvania
$1.13M +$39.5K +1,391 +4%
NFG
1357
Nations Financial Group
Iowa
$1.13M -$6.56K -231 -0.6%
MHIM
1358
MacNealy Hoover Investment Management
Ohio
$1.13M +$173K +6,090 +19%
3C
1359
361 Capital
Colorado
$1.13M +$1.08M +38,193 New
MSR
1360
Main Street Research
Connecticut
$1.13M -$318K -11,215 -23%
NSAM
1361
North Star Asset Management
Wisconsin
$1.13M +$36.2K +1,275 +3%
Lido Advisors
1362
Lido Advisors
California
$1.13M +$473K +16,652 +60%
YWP
1363
YorkBridge Wealth Partners
New York
$1.12M -$8.63K -304 -0.8%
JSL
1364
JT Stratford LLC
Georgia
$1.12M +$36.6K +1,290 +4%
SCM
1365
Salem Capital Management
Massachusetts
$1.12M
BRC
1366
Bell Rock Capital
Delaware
$1.12M -$187K -6,573 -15%
SIA
1367
SeaBridge Investment Advisors
New Jersey
$1.11M -$6.19K -218 -0.6%
SAM
1368
Symphony Asset Management
California
$1.11M -$463K -16,317 -30%
DCM
1369
Dimension Capital Management
Florida
$1.11M +$17.8K +626 +2%
HPIA
1370
Hamilton Point Investment Advisors
North Carolina
$1.1M +$13.1K +463 +1%
BIC
1371
Bridges Investment Counsel
Nebraska
$1.1M -$908K -31,974 -46%
CA
1372
Continuum Advisory
Idaho
$1.1M +$73.1K +2,576 +7%
AFNAS
1373
American Financial Network Advisory Services
California
$1.09M +$1.04M +36,785 New
RHBC
1374
R.H. Bluestein & Co
Michigan
$1.08M +$1.04M +36,542 New
TAM
1375
Taurus Asset Management
New York
$1.07M -$26.8K -945 -3%

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.