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2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
1401
Trust Investment Advisors
Indiana
$1.18M +$31.6K +1,158 +3%
IIC
1402
Ironwood Investment Counsel
Arizona
$1.18M +$53.3K +1,952 +5%
CIM
1403
CIM Investment Management
Pennsylvania
$1.18M -$16.1K -589 -1%
TAM
1404
Taurus Asset Management
New York
$1.18M +$100K +3,670 +10%
VCWA
1405
Vanguard Capital Wealth Advisors
Colorado
$1.17M +$1.09M +39,962 New
GA
1406
Greytown Advisors
Florida
$1.17M +$120K +4,397 +12%
CNAM
1407
Campbell Newman Asset Management
Wisconsin
$1.17M -$503K -18,419 -32%
NFG
1408
Nations Financial Group
Iowa
$1.17M +$44.9K +1,645 +4%
EWF
1409
Epstein & White Financial
California
$1.17M +$1.13M +41,527 New
EWA
1410
Exencial Wealth Advisors
Oklahoma
$1.17M +$10.7K +392 +1%
BIC
1411
Beach Investment Counsel
Pennsylvania
$1.17M
BHIA
1412
Birch Hill Investment Advisors
Massachusetts
$1.16M +$12.2K +447 +1%
RC
1413
Roundview Capital
New Jersey
$1.16M -$17.2K -631 -2%
EF
1414
Exeter Financial
Arizona
$1.16M +$1.08M +39,491 New
AP
1415
Appleton Partners
Massachusetts
$1.16M +$1.42K +52 +0.1%
PFS
1416
Physicians Financial Services
North Carolina
$1.16M -$34.4K -1,258 -3%
BAM
1417
Belpointe Asset Management
Nevada
$1.15M -$860K -31,512 -45%
CPO
1418
Cerity Partners OCIO
New York
$1.15M +$2.16K +79 +0.2%
NIM
1419
Northeast Investment Management
Massachusetts
$1.15M -$25.4K -930 -2%
CASB
1420
Cape Ann Savings Bank
Massachusetts
$1.15M +$1.07M +39,054 New
AAM
1421
Auxier Asset Management
Oregon
$1.14M -$27.1K -993 -2%
WG
1422
Winton Group
United Kingdom
$1.14M -$1.3M -47,727 -55%
CWM
1423
Cahaba Wealth Management
Georgia
$1.14M -$151K -5,538 -12%
HFA
1424
HC Financial Advisors
California
$1.14M +$1.06M +38,690 New
MLL
1425
Moody Lynn & Lieberson
Massachusetts
$1.13M -$416K -15,240 -28%

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.