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1,981 hedge funds and large institutions have $130B invested in AT&T in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 911 increasing their positions, 802 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 82

14% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 802

0% less funds holding

Funds holding: 1,9851,981 (-4)

0.38% less ownership

Funds ownership: 74.41%74.03% (-0.38%)

10% less capital invested

Capital invested by funds: $143B → $130B (-$13.7B)

38% less funds holding in top 10

Funds holding in top 10: 240150 (-90)

39% less call options, than puts

Call options by funds: $1.93B | Put options by funds: $3.14B

Holders
1,981
Holders Change
-4
Holders Change %
-0.2%
% of All Funds
49.38%
Holding in Top 10
150
Holding in Top 10 Change
-90
Holding in Top 10 Change %
-37.5%
% of All Funds
3.74%
New
96
Increased
911
Reduced
802
Closed
82
Calls
$1.93B
Puts
$3.14B
Net Calls
-$1.21B
Net Calls Change
-$2B
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1426
Capital Bank & Trust
California
$885K +$915K +31,046 New
HCA
1427
Harbour Capital Advisors
Virginia
$884K -$53.3K -1,808 -6%
MCA
1428
Mercer Capital Advisers
New Jersey
$883K +$25.6K +870 +3%
SAM
1429
Sompo Asset Management
Japan
$878K +$1.56K +53 +0.2%
CWM
1430
Concert Wealth Management
California
$873K -$2.6M -88,355 -74%
KCM
1431
Karp Capital Management
California
$873K +$25.4K +861 +3%
LIM
1432
Lathrop Investment Management
Arkansas
$871K -$73.6K -2,498 -8%
IC
1433
Inverness Counsel
New York
$871K -$52.3K -1,774 -5%
FP
1434
FDO Partners
Massachusetts
$870K +$674K +22,869 +298%
FCAG
1435
First Capital Advisors Group
New Jersey
$869K -$72.9K -2,473 -7%
BA
1436
BKS Advisors
Michigan
$865K -$16.3K -552 -2%
RA
1437
RFG Advisory
Alabama
$864K +$21.1K +717 +2%
ODCM
1438
Old Dominion Capital Management
Virginia
$863K +$4.54K +154 +0.5%
TCM
1439
Traynor Capital Management
Pennsylvania
$861K +$265 +9 +0%
SAA
1440
Southeast Asset Advisors
Georgia
$857K +$5.16K +175 +0.6%
VCAM
1441
Van Cleef Asset Management
Ohio
$856K -$38.8K -1,317 -4%
EWM
1442
Endurance Wealth Management
Rhode Island
$852K -$195K -6,620 -18%
NAM
1443
Needelman Asset Management
California
$851K +$10.3K +351 +1%
PAMG
1444
Patton Albertson Miller Group
Tennessee
$850K -$61.3K -2,079 -7%
FC
1445
Financial Consulate
Maryland
$847K +$66.9K +2,270 +8%
NP
1446
NS Partners
United Kingdom
$847K +$73.9K +2,507 +9%
AAM
1447
American Asset Management
Florida
$846K +$37K +1,255 +4%
MC
1448
Middleton & Co
Massachusetts
$841K -$12.2K -415 -1%
OFS
1449
Orrstown Financial Services
Pennsylvania
$840K -$463K -15,692 -35%
EIA
1450
Edgemoor Investment Advisors
Maryland
$840K +$101K +3,422 +13%

T Hedge Fund Activity: Q2 2017 in Review

1,981 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2017, worth a combined $130B — down 9.5% from $143B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new T positions and 82 closed out — a net gain of 14 holders — while 911 added to existing stakes and 802 trimmed.

The largest buyer was Vanguard Group, adding an estimated $353M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $365M sold.

  • 1,981 institutional investors held AT&T (T) as of Q2 2017, down from 1,985 in Q1 2017.
  • Funds reported $130B of AT&T stock for Q2 2017, down 9.5% quarter-over-quarter.
  • 96 funds opened new AT&T positions in Q2 2017 and 82 closed out, a net change of +14 holders.
  • The largest AT&T buyer in Q2 2017 was Vanguard Group, an estimated $353M added.
  • The largest AT&T seller in Q2 2017 was Arrowstreet Capital, an estimated $365M sold.

Based on aggregated 13F filings for Q2 2017.