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2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1351
Sonora Investment Management
Arizona
$1.28M +$28.2K +1,034 +2%
SRSA
1352
S.R. Schill & Associates
Washington
$1.28M -$388K -14,215 -25%
RCM
1353
RB Capital Management
Nevada
$1.28M +$116K +4,251 +11%
MGAM
1354
McGowan Group Asset Management
Texas
$1.27M -$23.2K -850 -2%
HAIM
1355
Hunter Associates Investment Management
Pennsylvania
$1.27M -$8.71K -319 -0.7%
WIC
1356
Whitegate Investment Counselors
New Hampshire
$1.27M
CWM
1357
Circle Wealth Management
New Jersey
$1.27M +$71.5K +2,618 +6%
MFG
1358
Merit Financial Group
Georgia
$1.27M +$1.18M +43,393 New
WCM
1359
Whitener Capital Management
North Carolina
$1.27M +$1.18M +43,169 New
CBB
1360
Citizens Business Bank
California
$1.27M -$1.44M -52,695 -55%
BHBT
1361
Burke & Herbert Bank & Trust
Virginia
$1.27M +$1.88K +69 +0.2%
WP
1362
WealthSource Partners
California
$1.26M -$19.9K -729 -2%
BC
1363
Banced Corp
Illinois
$1.26M +$69.9K +2,560 +6%
AFM
1364
Andesa Financial Management
Pennsylvania
$1.26M +$1.17M +42,670 New
PP
1365
PagnatoKarp Partners
Virginia
$1.25M -$57.8K -2,117 -5%
LFGH
1366
Lee Financial Group Hawaii
Hawaii
$1.25M +$1.17M +42,696 New
QIM
1367
Quest Investment Management
Oregon
$1.25M
MLIC
1368
Mandatum Life Insurance Company
Finland
$1.24M
SCM
1369
Stumpf Capital Management
Arizona
$1.24M +$1.16M +42,368 New
KJWM
1370
Kiley Juergens Wealth Management
Washington
$1.24M +$1.16M +42,335 New
CL
1371
CPWM LLC
Washington
$1.24M -$18K -659 -2%
AAM
1372
American Asset Management
Florida
$1.24M +$228K +8,357 +25%
RAM
1373
RWC Asset Management
United Kingdom
$1.24M
Lido Advisors
1374
Lido Advisors
California
$1.24M -$59.2K -2,168 -5%
IP
1375
Intellectus Partners
California
$1.24M -$6.39K -234 -0.6%

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.