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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
CBB
1351
Citizens Business Bank
California
$1.17M +$8.27K +297 +0.7%
SAM
1352
Sawgrass Asset Management
Florida
$1.17M -$13.4K -483 -1%
HAIM
1353
Hunter Associates Investment Management
Pennsylvania
$1.17M +$306 +11 +0%
BAM
1354
Belpointe Asset Management
Nevada
$1.17M +$112K +4,039 +10%
RA
1355
RFG Advisory
Alabama
$1.16M +$176K +6,312 +17%
DAM
1356
Doheny Asset Management
California
$1.16M -$111K -3,972 -8%
RCM
1357
RB Capital Management
Nevada
$1.16M -$11.4K -410 -0.9%
PCM
1358
Perkins Capital Management
Minnesota
$1.16M +$33.2K +1,192 +3%
BHBT
1359
Burke & Herbert Bank & Trust
Virginia
$1.16M
AFM
1360
Andesa Financial Management
Pennsylvania
$1.16M +$6.18K +222 +0.5%
TF
1361
Tompkins Financial
New York
$1.16M +$126K +4,544 +12%
FA
1362
FCG Advisors
New Jersey
$1.15M +$115K +4,117 +11%
JAM
1363
JCIC Asset Management
Ontario, Canada
$1.15M +$47.7K +1,714 +4%
CBA
1364
Coastal Bridge Advisors
Connecticut
$1.15M +$46K +1,653 +4%
BRM
1365
Boston Research & Management
Massachusetts
$1.15M -$126K -4,537 -10%
SFG
1366
StrategIQ Financial Group
Indiana
$1.15M -$26.3K -946 -2%
HCM
1367
Howland Capital Management
Massachusetts
$1.15M -$143K -5,142 -11%
VCM
1368
Virtue Capital Management
Tennessee
$1.15M +$372K +13,383 +45%
QIM
1369
Quest Investment Management
Oregon
$1.14M
RAM
1370
RWC Asset Management
United Kingdom
$1.14M
GA
1371
Greytown Advisors
Florida
$1.13M +$61K +2,190 +5%
FIB
1372
First Interstate Bank
Montana
$1.13M -$74.6K -2,679 -6%
CC
1373
Cornerstone Capital
California
$1.13M
BHIA
1374
Birch Hill Investment Advisors
Massachusetts
$1.13M +$65.2K +2,343 +6%
JWA
1375
JFS Wealth Advisors
Pennsylvania
$1.13M -$4.93K -177 -0.4%

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.