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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
TFCM
1451
Taylor Frigon Capital Management
Arizona
$954K +$986K +35,433 New
CA
1452
Cynosure Advisors
Utah
$951K -$675K -24,239 -41%
MWM
1453
Meridian Wealth Management
Kentucky
$950K -$18.2K -654 -2%
BOS
1454
Bank of Stockton
California
$949K -$305K -10,960 -24%
MIH
1455
Meitav Investment House
Israel
$948K +$979K +35,193 New
SG
1456
StoneX Group
New York
$945K +$40K +1,436 +4%
NFG
1457
Nadler Financial Group
Illinois
$943K -$94.8K -3,408 -9%
GWCM
1458
Godshalk Welsh Capital Management
Pennsylvania
$941K -$20.3K -728 -2%
RWM
1459
Ritholtz Wealth Management
New York
$939K -$244K -8,757 -20%
IC
1460
Inverness Counsel
New York
$937K +$84.4K +3,034 +10%
YWP
1461
YorkBridge Wealth Partners
New York
$934K -$8.85K -318 -0.9%
TWM
1462
Torch Wealth Management
Ohio
$932K -$22.1K -795 -2%
LC
1463
LCNB Corp
Ohio
$931K -$22.1K -795 -2%
RA
1464
Rational Advisors
New York
$931K +$962K +34,556 New
MVA
1465
Mount Vernon Associates
Maryland
$927K +$3.67K +132 +0.4%
CNC
1466
Citizens & Northern Corp
Pennsylvania
$919K -$22.1K -795 -2%
HCM
1467
Harvest Capital Management
New Hampshire
$917K -$9.21K -331 -1%
ACM
1468
AlphaStar Capital Management
North Carolina
$916K -$41.1K -1,475 -4%
MOS
1469
MGO One Seven
Ohio
$909K -$23.7K -852 -2%
MCM
1470
Mork Capital Management
California
$909K
OSNBOA
1471
Old Second National Bank of Aurora
Illinois
$903K -$316K -11,346 -25%
EHC
1472
Everett Harris & Co
California
$903K +$260K +9,354 +39%
S
1473
SimplyRich
California
$901K -$105K -3,758 -10%
FMB
1474
Field & Main Bank
Kentucky
$895K -$25.8K -927 -3%
EVC
1475
Eidelman Virant Capital
Missouri
$892K -$54.1K -1,944 -6%

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.