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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
LA
1451
LexAurum Advisors
Kansas
$1.07M +$1.05M +38,580 New
MWM
1452
Marietta Wealth Management
Georgia
$1.07M -$84.1K -3,079 -8%
RA
1453
RFG Advisory
Alabama
$1.07M +$195K +7,131 +24%
HA
1454
Halsey Associates
Connecticut
$1.07M +$49.7K +1,821 +5%
HFA
1455
Huber Financial Advisors
Illinois
$1.06M +$989K +36,227 New
FA
1456
FCG Advisors
New Jersey
$1.06M +$48.1K +1,761 +5%
MWM
1457
Meridian Wealth Management
Kentucky
$1.06M +$2.02K +74 +0.2%
DBRC
1458
D.B. Root & Company
Pennsylvania
$1.05M +$979K +35,865 New
GWCM
1459
Godshalk Welsh Capital Management
Pennsylvania
$1.05M -$70.5K -2,582 -7%
ACM
1460
AlphaStar Capital Management
North Carolina
$1.04M +$969K +35,481 New
TWM
1461
Torch Wealth Management
Ohio
$1.04M -$336K -12,313 -26%
LC
1462
LCNB Corp
Ohio
$1.04M +$1.23K +45 +0.1%
PWMAG
1463
Pinnacle Wealth Management Advisory Group
New Jersey
$1.04M +$17.6K +645 +2%
EVC
1464
Eidelman Virant Capital
Missouri
$1.03M
CCM
1465
Coldstream Capital Management
Washington
$1.02M -$110K -4,025 -10%
CNC
1466
Citizens & Northern Corp
Pennsylvania
$1.02M -$37.4K -1,370 -4%
HL
1467
HeadInvest LLC
Maine
$1.02M -$35.8K -1,312 -4%
MOS
1468
MGO One Seven
Ohio
$1.02M +$945K +34,605 New
TRIM
1469
Thompson Rubinstein Investment Management
Oregon
$1.01M -$7.24K -265 -0.8%
AWA
1470
ARS Wealth Advisors
Florida
$1.01M -$213K -7,800 -18%
MAM
1471
Mastrapasqua Asset Management
Tennessee
$1.01M -$167K -6,117 -15%
HCM
1472
Harvest Capital Management
New Hampshire
$1.01M -$5.02K -184 -0.5%
VWM
1473
Venturi Wealth Management
Texas
$1.01M +$396K +14,513 +73%
MVA
1474
Mount Vernon Associates
Maryland
$1.01M -$10.8K -397 -1%
FMB
1475
Field & Main Bank
Kentucky
$1M +$933K +34,171 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.