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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
1351
Tiedemann Advisors
New York
$1.41M +$11.9K +486 +0.9%
BA
1352
Bristol Advisors
Pennsylvania
$1.4M -$45.4K -1,854 -3%
TW
1353
Transform Wealth
Colorado
$1.4M -$354K -14,445 -21%
BFM
1354
Boston Financial Management
Massachusetts
$1.4M -$73.8K -3,012 -5%
ECM
1355
Evergreen Capital Management
Washington
$1.4M -$2.26M -92,122 -63%
AHB
1356
Abner Herrman & Brock
New Jersey
$1.4M -$193K -7,887 -13%
EHWM
1357
Eads & Heald Wealth Management
Georgia
$1.4M -$48.5K -1,979 -3%
LF
1358
Lee Financial
Texas
$1.39M -$46.6K -1,903 -3%
CMO
1359
Covenant Multifamily Offices
Texas
$1.39M +$1.35M +54,972 New
FWP
1360
FAS Wealth Partners
Kansas
$1.39M -$7.81K -319 -0.6%
CA
1361
Clearstead Advisors
Ohio
$1.39M -$86.9K -3,546 -6%
STMM
1362
South Texas Money Management
Texas
$1.38M -$281K -11,473 -17%
CWM
1363
Cahaba Wealth Management
Georgia
$1.38M -$9.65K -394 -0.7%
CAMG
1364
CWA Asset Management Group
Florida
$1.38M -$478K -19,526 -26%
ERIM
1365
Eagle Ridge Investment Management
Connecticut
$1.37M -$41K -1,675 -3%
HA
1366
Hamel Associates
New Jersey
$1.37M +$59.2K +2,417 +5%
PFA
1367
Paradigm Financial Advisors
Missouri
$1.37M +$80.4K +3,283 +6%
ACI
1368
Alpha Cubed Investments
California
$1.36M +$297K +12,128 +28%
CWS
1369
Cypress Wealth Services
California
$1.36M +$137K +5,577 +12%
BC
1370
Banced Corp
Illinois
$1.35M +$2.47K +101 +0.2%
KFBMI
1371
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.34M
GIM
1372
Groesbeck Investment Management
New Jersey
$1.34M -$1.46M -59,580 -53%
CRB
1373
Chad R. Baker
$1.34M
AAM
1374
American Asset Management
Florida
$1.34M +$83.5K +3,410 +7%
SMM
1375
Stadion Money Management
Georgia
$1.34M -$138K -5,652 -10%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.