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1,978 hedge funds and large institutions have $136B invested in AT&T in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 941 increasing their positions, 800 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 941 | Existing positions reduced: 800

17% more funds holding in top 10

Funds holding in top 10: 150175 (+25)

5% more capital invested

Capital invested by funds: $130B → $136B (+$6.67B)

1.07% more ownership

Funds ownership: 74.03%75.1% (+1.1%)

0% less funds holding

Funds holding: 1,9811,978 (-3)

28% less call options, than puts

Call options by funds: $3.51B | Put options by funds: $4.85B

Holders
1,978
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
49.3%
Holding in Top 10
175
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+16.67%
% of All Funds
4.36%
New
76
Increased
941
Reduced
800
Closed
60
Calls
$3.51B
Puts
$4.85B
Net Calls
-$1.34B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1401
Fagan Associates
New York
$1M -$143K -5,024 -13%
NIA
1402
Northstar Investment Advisors
Colorado
$1M -$86.1K -3,033 -8%
PCMC
1403
Paragon Capital Management (Colorado)
Colorado
$991K +$150K +5,289 +19%
AF
1404
Arrow Financial
New York
$989K -$14.9K -524 -2%
PFGIA
1405
Patriot Financial Group Insurance Agency
Massachusetts
$988K +$49.6K +1,748 +5%
AI
1406
Accredited Investors
Minnesota
$987K +$438K +15,413 +86%
GT
1407
Greenleaf Trust
Michigan
$987K +$588K +20,728 +164%
KF
1408
Krilogy Financial
Missouri
$981K +$11.2K +396 +1%
FLI
1409
Family Legacy Inc
South Carolina
$980K -$471K -16,590 -33%
CLOS
1410
Compagnie Lombard Odier SCmA
Switzerland
$980K -$314K -11,054 -25%
DBT
1411
Dubuque Bank & Trust
Iowa
$980K +$319K +11,223 +51%
DBIA
1412
Dumont & Blake Investment Advisors
New Jersey
$968K -$12.8K -450 -1%
SG
1413
StoneX Group
New York
$960K -$3.84M -135,172 -81%
CCM
1414
Chilton Capital Management
Texas
$960K -$97.2K -3,424 -10%
CWG
1415
C WorldWide Group
Denmark
$947K
CBT
1416
Capital Bank & Trust
California
$946K +$25.9K +914 +3%
IC
1417
Inverness Counsel
New York
$945K +$38.8K +1,368 +4%
MC
1418
Middleton & Co
Massachusetts
$941K +$65.7K +2,315 +8%
NJBEST
1419
New Jersey Better Educational Savings Trust
New Jersey
$940K -$526K -18,536 -37%
AJ
1420
Ashburton (Jersey)
Jersey
$940K +$111K +3,919 +14%
PL
1421
Parthenon LLC
Kentucky
$938K -$130K -4,568 -13%
SGA
1422
Strategic Global Advisors
California
$936K +$615K +21,654 +217%
KCM
1423
Karp Capital Management
California
$919K +$12K +421 +1%
HL
1424
HeadInvest LLC
Maine
$918K -$30.1K -1,060 -3%
ADL
1425
Asset Dedication LLC
California
$917K -$39.1K -1,378 -4%

T Hedge Fund Activity: Q3 2017 in Review

1,978 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2017, worth a combined $136B — up 5.1% from $130B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new T positions and 60 closed out — a net gain of 16 holders — while 941 added to existing stakes and 800 trimmed.

The largest buyer was Bank of America, adding an estimated $436M. The largest seller was Capital International Investors, cutting an estimated $269M.

  • 1,978 institutional investors held AT&T (T) as of Q3 2017, down from 1,981 in Q2 2017.
  • Funds reported $136B of AT&T stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 76 funds opened new AT&T positions in Q3 2017 and 60 closed out, a net change of +16 holders.
  • The largest AT&T buyer in Q3 2017 was Bank of America, an estimated $436M added.
  • The largest AT&T seller in Q3 2017 was Capital International Investors, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2017.