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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
SLT
1376
St Louis Trust
Missouri
$1.13M +$848K +30,452 +267%
CMANY
1377
Capital Management Associates (New York)
New York
$1.13M -$73.7K -2,648 -6%
HCMNY
1378
Howard Capital Management (New York)
New York
$1.12M
I2I
1379
Insight 2811 Inc
Illinois
$1.11M +$14.8K +530 +1%
RC
1380
Roundview Capital
New Jersey
$1.11M +$51.6K +1,855 +5%
MLL
1381
Moody Lynn & Lieberson
Massachusetts
$1.11M +$37.7K +1,355 +3%
WCM
1382
Whitener Capital Management
North Carolina
$1.11M -$53.8K -1,932 -4%
PG
1383
Patten Group
Tennessee
$1.11M -$9.04K -325 -0.8%
WP
1384
WealthSource Partners
California
$1.11M -$52.7K -1,894 -4%
BA
1385
Ballew Advisors
Mississippi
$1.11M -$390 -14 -0%
CCM
1386
Chilton Capital Management
Texas
$1.11M +$259K +9,292 +29%
IP
1387
Intellectus Partners
California
$1.11M -$27.9K -1,004 -2%
AC
1388
Abbrea Capital
California
$1.11M -$17.3K -623 -1%
MAA
1389
Mraz Amerine & Associates
California
$1.1M +$17.8K +640 +2%
TIA
1390
Trust Investment Advisors
Indiana
$1.1M +$19.9K +715 +2%
EGM
1391
Engineers Gate Manager
New York
$1.1M +$1.14M +40,918 New
PAS
1392
Partnervest Advisory Services
California
$1.1M -$80.4K -2,889 -7%
SFSIG
1393
San Francisco Sentry Investment Group
California
$1.1M -$24.3K -873 -2%
DBRC
1394
D.B. Root & Company
Pennsylvania
$1.09M +$132K +4,753 +13%
SIS
1395
Sound Income Strategies
Florida
$1.09M +$151K +5,431 +15%
NPF
1396
Norris Perne & French
Michigan
$1.09M -$31.4K -1,129 -3%
AAM
1397
Augustine Asset Management
Florida
$1.08M +$267K +9,605 +31%
WWM
1398
Windsor Wealth Management
Indiana
$1.08M -$37.4K -1,343 -3%
LWCFA
1399
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.08M -$37.3K -1,340 -3%
AF
1400
Arrow Financial
New York
$1.08M +$222K +7,976 +25%

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.