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2,314 hedge funds and large institutions have $124B invested in AT&T in 2019 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 1,150 increasing their positions, 875 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 1,150 | Existing positions reduced: 875

10% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 115

10% more capital invested

Capital invested by funds: $112B → $124B (+$11.4B)

10% more funds holding in top 10

Funds holding in top 10: 122134 (+12)

4% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.77B

0.56% less ownership

Funds ownership: 72.37%71.81% (-0.56%)

1% less funds holding

Funds holding: 2,3282,314 (-14)

Holders
2,314
Holders Change
-14
Holders Change %
-0.6%
% of All Funds
50.09%
Holding in Top 10
134
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.84%
% of All Funds
2.9%
New
127
Increased
1,150
Reduced
875
Closed
115
Calls
$1.84B
Puts
$1.77B
Net Calls
+$67.8M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
1376
Martin & Co
Tennessee
$1.17M -$14.5K -629 -1%
IP
1377
Intellectus Partners
California
$1.17M +$186K +8,089 +20%
GD
1378
Grandfield & Dodd
New York
$1.16M -$58.6K -2,547 -5%
SWRP
1379
Summit Wealth & Retirement Planning
California
$1.16M +$57.6K +2,502 +5%
SWA
1380
SFMG Wealth Advisors
Texas
$1.16M +$4.95K +215 +0.4%
MSS
1381
Mitchell Sinkler & Starr
Pennsylvania
$1.16M +$31.1K +1,350 +3%
HCM
1382
Highlander Capital Management
New Jersey
$1.16M +$484K +21,053 +76%
WA
1383
WBH Advisory
Maryland
$1.16M -$107K -4,651 -9%
ARMC
1384
American Research & Management Company
Massachusetts
$1.15M -$27.8K -1,210 -2%
DBRC
1385
D.B. Root & Company
Pennsylvania
$1.15M +$44.6K +1,937 +4%
AFM
1386
Andesa Financial Management
Pennsylvania
$1.15M +$663K +28,838 +145%
CVM
1387
Cheviot Value Management
California
$1.14M -$7.8K -339 -0.7%
AAM
1388
Auxier Asset Management
Oregon
$1.14M +$49.2K +2,137 +5%
OSNBOA
1389
Old Second National Bank of Aurora
Illinois
$1.14M +$654K +28,439 +143%
WP
1390
WealthSource Partners
California
$1.14M +$161K +6,999 +17%
VNA
1391
Valley National Advisers
Pennsylvania
$1.14M -$258K -11,229 -19%
DSN
1392
D. Scott Neal
Kentucky
$1.13M +$3.77K +164 +0.3%
RFA
1393
Reilly Financial Advisors
California
$1.13M -$21.6K -940 -2%
FWM
1394
Focused Wealth Management
New York
$1.13M +$43.2K +1,877 +4%
OWA
1395
Outlook Wealth Advisors
Texas
$1.13M +$897K +38,988 +457%
OAM
1396
Occidental Asset Management
California
$1.12M +$201K +8,753 +23%
RTC
1397
Riverview Trust Company
Washington
$1.12M +$14.5K +629 +1%
LFGH
1398
Lee Financial Group Hawaii
Hawaii
$1.12M -$36K -1,566 -3%
IC
1399
InterOcean Capital
Illinois
$1.12M +$7.78K +338 +0.7%
SBWM
1400
Sunflower Bank Wealth Management
Arizona
$1.12M +$332K +14,445 +44%

T Hedge Fund Activity: Q1 2019 in Review

2,314 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2019, worth a combined $124B — up 10% from $112B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new T positions and 115 closed out — a net gain of 12 holders — while 1,150 added to existing stakes and 875 trimmed.

The largest buyer was State Street, adding an estimated $550M. The largest seller was T. Rowe Price Associates, cutting an estimated $490M.

  • 2,314 institutional investors held AT&T (T) as of Q1 2019, down from 2,328 in Q4 2018.
  • Funds reported $124B of AT&T stock for Q1 2019, up 10% quarter-over-quarter.
  • 127 funds opened new AT&T positions in Q1 2019 and 115 closed out, a net change of +12 holders.
  • The largest AT&T buyer in Q1 2019 was State Street, an estimated $550M added.
  • The largest AT&T seller in Q1 2019 was T. Rowe Price Associates, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2019.