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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
SFS
1426
Strategic Financial Services
New York
$917K -$17.4K -613 -2%
MCA
1427
Mercer Capital Advisers
New Jersey
$917K +$284 +10 +0%
EIA
1428
Edgemoor Investment Advisors
Maryland
$916K +$41.8K +1,473 +5%
HH
1429
HWG Holdings
Texas
$913K +$839K +29,542 +2,231%
SAM
1430
Sompo Asset Management
Japan
$912K
JCM
1431
Jacobi Capital Management
Pennsylvania
$912K +$290K +10,209 +48%
AI
1432
ArchPoint Investors
Florida
$911K +$282K +9,950 +48%
BJL
1433
Brighton Jones LLC
Washington
$908K +$97.1K +3,421 +8%
SJIM
1434
St. Johns Investment Management
Florida
$906K -$29.8K -1,048 -3%
LC
1435
Lourd Capital
California
$904K -$19.4K -683 -2%
MIAN
1436
Mariner Independent Advisor Network
Kansas
$903K -$8.26M -291,089 -91%
FC
1437
Financial Consulate
Maryland
$901K +$21.7K +764 +3%
BFC
1438
Blue Fin Capital
Rhode Island
$893K +$298K +10,492 +53%
TCM
1439
Traynor Capital Management
Pennsylvania
$892K +$1.11K +39 +0.1%
PAS
1440
Park Avenue Securities
New York
$890K +$50.4K +1,777 +6%
HWA
1441
HCR Wealth Advisors
California
$889K +$150K +5,292 +21%
BMC
1442
Benin Management Corp
Connecticut
$887K +$35K +1,234 +4%
EWM
1443
Endurance Wealth Management
Rhode Island
$884K
NAM
1444
Needelman Asset Management
California
$882K -$1.87K -66 -0.2%
AWM
1445
AllSquare Wealth Management
New York
$882K +$152K +5,354 +22%
VHAM
1446
Van Hulzen Asset Management
California
$880K +$844K +29,741 New
CPA
1447
Capital Planning Advisors
California
$877K -$186K -6,565 -18%
BOS
1448
Bingham Osborn & Scarborough
California
$876K -$414K -14,597 -33%
VCAM
1449
Van Cleef Asset Management
Ohio
$874K -$13.9K -489 -2%
PAMG
1450
Patton Albertson Miller Group
Tennessee
$873K +$9.28K +327 +1%

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.