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2,587 hedge funds and large institutions have $158B invested in AT&T in 2019 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 1,092 increasing their positions, 949 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more first-time investments, than exits

New positions opened: 346 | Existing positions closed: 74

58% more call options, than puts

Call options by funds: $4.4B | Put options by funds: $2.79B

15% more repeat investments, than reductions

Existing positions increased: 1,092 | Existing positions reduced: 949

10% more funds holding

Funds holding: 2,3522,587 (+235)

4% more capital invested

Capital invested by funds: $151B → $158B (+$6.56B)

0.75% more ownership

Funds ownership: 72.53%73.28% (+0.75%)

2% less funds holding in top 10

Funds holding in top 10: 214209 (-5)

Holders
2,587
Holders Change
+235
Holders Change %
+9.99%
% of All Funds
50.97%
Holding in Top 10
209
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.34%
% of All Funds
4.12%
New
346
Increased
1,092
Reduced
949
Closed
74
Calls
$4.4B
Puts
$2.79B
Net Calls
+$1.61B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Change in
Stake
LAIC
1451
Lederer & Associates Investment Counsel
California
$1.48M +$13.4K +464 +0.9%
DSN
1452
D. Scott Neal
Kentucky
$1.48M +$71.8K +2,486 +5%
FA
1453
FCG Advisors
New Jersey
$1.48M +$86.7K +3,001 +6%
BFA
1454
Beaumont Financial Advisors
Massachusetts
$1.48M +$558K +19,322 +63%
PHIMC
1455
Private Harbour Investment Management & Counsel
Ohio
$1.48M -$55.3K -1,916 -4%
PL
1456
Plancorp LLC
Missouri
$1.48M -$42.8K -1,481 -3%
RFA
1457
Reilly Financial Advisors
California
$1.48M +$22.1K +765 +2%
WAM
1458
Westport Asset Management
Connecticut
$1.47M
EF
1459
Exeter Financial
Arizona
$1.47M +$34.1K +1,181 +2%
TCM
1460
Towercrest Capital Management
Pennsylvania
$1.47M +$213K +7,378 +17%
FPS
1461
Fieldpoint Private Securities
Connecticut
$1.46M +$36.7K +1,271 +3%
WGCA
1462
Wolf Group Capital Advisors
Virginia
$1.46M +$267K +9,247 +23%
LFGH
1463
Lee Financial Group Hawaii
Hawaii
$1.46M -$260 -9 -0%
CCM
1464
Cribstone Capital Management
Maine
$1.45M -$676K -23,419 -32%
HCM
1465
Highlander Capital Management
New Jersey
$1.44M -$11.3K -393 -0.8%
KJWM
1466
Kiley Juergens Wealth Management
Washington
$1.44M +$84.1K +2,913 +6%
CIM
1467
Corda Investment Management
Texas
$1.43M +$32.4K +1,123 +2%
PAS
1468
Partnervest Advisory Services
California
$1.43M -$46.5K -1,610 -3%
FMT
1469
First Mercantile Trust
Tennessee
$1.43M -$64.3K -2,226 -4%
HT
1470
Heritage Trust
Oklahoma
$1.43M +$307K +10,635 +28%
ISWM
1471
Independent Solutions Wealth Management
New York
$1.42M +$1.39M +48,253 New
SWM
1472
Sugarloaf Wealth Management
Georgia
$1.42M +$1.39M +48,236 New
PAM
1473
Premier Asset Management
Illinois
$1.42M -$993K -34,391 -42%
EWM
1474
Empirical Wealth Management
Washington
$1.42M +$439K +15,217 +46%
SCA
1475
Sippican Capital Advisors
Massachusetts
$1.42M +$3.55K +123 +0.3%

T Hedge Fund Activity: Q4 2019 in Review

2,587 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2019, worth a combined $158B — up 4.3% from $151B a quarter earlier.

Buyers outnumbered sellers: 346 funds opened new T positions and 74 closed out — a net gain of 272 holders — while 1,092 added to existing stakes and 949 trimmed.

The largest buyer was BlackRock, adding an estimated $714M. The largest seller was Fidelity Investments, cutting an estimated $448M.

  • 2,587 institutional investors held AT&T (T) as of Q4 2019, up from 2,352 in Q3 2019.
  • Funds reported $158B of AT&T stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 346 funds opened new AT&T positions in Q4 2019 and 74 closed out, a net change of +272 holders.
  • The largest AT&T buyer in Q4 2019 was BlackRock, an estimated $714M added.
  • The largest AT&T seller in Q4 2019 was Fidelity Investments, an estimated $448M sold.

Based on aggregated 13F filings for Q4 2019.