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2,302 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
SMH
1451
Sanders Morris Harris
Texas
$1.15M -$99.4K -3,959 -8%
CC
1452
Cannell & Co
New York
$1.14M -$66.1K -2,632 -5%
SIM
1453
Sonora Investment Management
Arizona
$1.14M -$57.5K -2,291 -5%
OFG
1454
OmniStar Financial Group
North Carolina
$1.14M +$81.7K +3,255 +7%
ABTD
1455
Arvest Bank Trust Division
Oklahoma
$1.14M -$53.7K -2,139 -4%
SAM
1456
SignalPoint Asset Management
Missouri
$1.14M -$236K -9,387 -17%
AAM
1457
Auxier Asset Management
Oregon
$1.14M -$32.6K -1,298 -3%
SFG
1458
StrategIQ Financial Group
Indiana
$1.13M +$101K +4,020 +9%
MF
1459
Magnetar Financial
Illinois
$1.13M +$706K +28,137 +153%
WA
1460
Waverly Advisors
Alabama
$1.13M +$40.5K +1,615 +4%
CPO
1461
Cerity Partners OCIO
New York
$1.13M +$63.5K +2,529 +6%
LRIC
1462
Long Road Investment Counsel
Michigan
$1.13M +$2.18K +87 +0.2%
KJWM
1463
Kiley Juergens Wealth Management
Washington
$1.13M +$175K +6,985 +18%
BA
1464
Ballew Advisors
Mississippi
$1.13M +$132K +5,262 +13%
LPIC
1465
LeJeune Puetz Investment Counsel
Michigan
$1.12M -$48.5K -1,933 -4%
CICI
1466
Capital Investment Counsel Inc
North Carolina
$1.12M +$5.75K +229 +0.5%
MLFP
1467
MPS Loria Financial Planners
Illinois
$1.12M -$10K -400 -0.9%
FSA
1468
Franklin Street Advisors
North Carolina
$1.12M -$408K -16,240 -26%
PCM
1469
Perkins Capital Management
Minnesota
$1.12M +$73.1K +2,913 +7%
PAS
1470
Partnervest Advisory Services
California
$1.12M +$131K +5,212 +13%
CWM
1471
Circle Wealth Management
New Jersey
$1.11M +$39.9K +1,590 +4%
HCM
1472
Howland Capital Management
Massachusetts
$1.11M +$85.7K +3,416 +8%
NO
1473
Ninety One
South Africa
$1.11M +$1.15M +45,961 New
LFGH
1474
Lee Financial Group Hawaii
Hawaii
$1.11M +$17.1K +681 +2%
MFG
1475
Merit Financial Group
Georgia
$1.11M -$105K -4,193 -8%

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.