We are live on ! Find out more

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
HTHT
1401
Hemenway Trust Hemenway Trust
New Hampshire
$1.08M -$32.3K -1,160 -3%
VCWA
1402
Vanguard Capital Wealth Advisors
Colorado
$1.08M +$2.95K +106 +0.3%
JCM
1403
Jacobi Capital Management
Pennsylvania
$1.07M +$174K +6,262 +18%
BIC
1404
Beach Investment Counsel
Pennsylvania
$1.07M
CT
1405
Clearstead Trust
Maine
$1.07M -$860K -30,916 -44%
RMCM
1406
Reynders McVeigh Capital Management
Massachusetts
$1.06M -$55K -1,977 -5%
KJWM
1407
Kiley Juergens Wealth Management
Washington
$1.06M -$79.6K -2,860 -7%
SWA
1408
SFMG Wealth Advisors
Texas
$1.06M +$36.1K +1,298 +3%
MAM
1409
Mastrapasqua Asset Management
Tennessee
$1.06M +$139K +4,978 +14%
NDSI
1410
Newman Dignan & Sheerar Inc
Rhode Island
$1.06M -$138K -4,950 -11%
CIM
1411
CIM Investment Management
Pennsylvania
$1.05M -$25.9K -932 -2%
AWA
1412
ARS Wealth Advisors
Florida
$1.05M +$131K +4,722 +14%
IIC
1413
Ironwood Investment Counsel
Arizona
$1.05M -$37.3K -1,340 -3%
BC
1414
Banced Corp
Illinois
$1.04M -$121K -4,340 -10%
JSL
1415
JT Stratford LLC
Georgia
$1.04M +$34.3K +1,234 +3%
AP
1416
Appleton Partners
Massachusetts
$1.03M -$29.3K -1,051 -3%
MGAM
1417
McGowan Group Asset Management
Texas
$1.03M -$142K -5,093 -12%
TAM
1418
Taurus Asset Management
New York
$1.03M -$48.3K -1,737 -4%
SRSA
1419
S.R. Schill & Associates
Washington
$1.03M -$146K -5,263 -12%
PG
1420
Proffitt & Goodson
Tennessee
$1.03M +$379K +13,611 +55%
BAAM
1421
Baker Avenue Asset Management
California
$1.03M +$277K +9,957 +35%
MMHP
1422
Murphy Middleton Hinkle & Parker
Georgia
$1.03M +$8.38K +301 +0.8%
PAG
1423
Pinnacle Advisory Group
Maryland
$1.03M +$15.9K +571 +2%
NIM
1424
Northeast Investment Management
Massachusetts
$1.02M -$37.8K -1,358 -3%
B
1425
Bellecapital
Switzerland
$1.02M -$2.48M -89,035 -70%

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.