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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
TSW
1426
Thompson Siegel & Walmsley
Virginia
$1.13M -$41.6K -1,523 -4%
TF
1427
Tompkins Financial
New York
$1.13M -$403K -14,740 -28%
NFG
1428
Nadler Financial Group
Illinois
$1.13M +$513K +18,798 +96%
HPIA
1429
Hamilton Point Investment Advisors
North Carolina
$1.13M +$25.9K +949 +3%
SWA
1430
SFMG Wealth Advisors
Texas
$1.12M -$698K -25,562 -40%
DCM
1431
Dimension Capital Management
Florida
$1.12M +$18.3K +671 +2%
HF
1432
HRT Financial
New York
$1.11M +$1.04M +37,951 New
MMHP
1433
Murphy Middleton Hinkle & Parker
Georgia
$1.11M +$1.03M +37,804 New
LKIM
1434
Lawson Kroeker Investment Management
Nebraska
$1.11M -$50.6K -1,854 -5%
MSR
1435
Main Street Research
Connecticut
$1.11M -$13.8K -507 -1%
CA
1436
Continuum Advisory
Idaho
$1.1M +$12.3K +450 +1%
GT
1437
Greenleaf Trust
Michigan
$1.1M +$116K +4,262 +13%
PAG
1438
Pinnacle Advisory Group
Maryland
$1.1M -$107K -3,930 -9%
BWM
1439
BerganKDV Wealth Management
Minnesota
$1.1M -$208K -7,626 -17%
BIC
1440
Bridges Investment Counsel
Nebraska
$1.1M +$4.26K +156 +0.4%
JSL
1441
JT Stratford LLC
Georgia
$1.09M -$16.1K -591 -2%
LSAG
1442
Lake Street Advisors Group
New Hampshire
$1.09M +$1.02M +37,248 New
S
1443
SimplyRich
California
$1.09M +$1.02M +37,215 New
OFG
1444
OmniStar Financial Group
North Carolina
$1.09M +$1.01M +37,113 New
DVM
1445
Dreman Value Management
Florida
$1.09M -$1.08M -39,429 -52%
LC
1446
Lourd Capital
California
$1.09M +$178K +6,530 +21%
PFBT
1447
Parkside Financial Bank & Trust
Missouri
$1.09M -$99.9K -3,659 -9%
MC
1448
Miles Capital
Iowa
$1.08M -$166K -6,097 -14%
MHIM
1449
MacNealy Hoover Investment Management
Ohio
$1.08M -$39.8K -1,456 -4%
UC
1450
Unio Capital
New Jersey
$1.08M +$1M +36,663 New

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.