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1,978 hedge funds and large institutions have $136B invested in AT&T in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 941 increasing their positions, 800 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 941 | Existing positions reduced: 800

17% more funds holding in top 10

Funds holding in top 10: 150175 (+25)

5% more capital invested

Capital invested by funds: $130B → $136B (+$6.67B)

1.07% more ownership

Funds ownership: 74.03%75.1% (+1.1%)

0% less funds holding

Funds holding: 1,9811,978 (-3)

28% less call options, than puts

Call options by funds: $3.51B | Put options by funds: $4.85B

Holders
1,978
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
49.3%
Holding in Top 10
175
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+16.67%
% of All Funds
4.36%
New
76
Increased
941
Reduced
800
Closed
60
Calls
$3.51B
Puts
$4.85B
Net Calls
-$1.34B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
GHAM
1476
Gilman Hill Asset Management
Connecticut
$815K -$3.6K -127 -0.5%
PWAG
1477
Polaris Wealth Advisory Group
California
$815K +$42.3K +1,489 +6%
PK
1478
Pflug Koory
Nebraska
$813K -$14.7K -517 -2%
PCMK
1479
Paragon Capital Management (Kansas)
Kansas
$812K +$426 +15 +0.1%
SIMM
1480
Stillwater Investment Management (Minnesota)
Minnesota
$812K +$795 +28 +0.1%
NP
1481
NS Partners
United Kingdom
$811K -$65.2K -2,295 -8%
RWP
1482
RWA Wealth Partners
Massachusetts
$809K -$27.1K -956 -3%
HCA
1483
Harbour Capital Advisors
Virginia
$806K -$106K -3,750 -12%
RC
1484
RBO & Co
California
$805K
DWM
1485
Dorchester Wealth Management
Quebec, Canada
$802K -$9.34K -329 -1%
SS
1486
Simplicity Solutions
Minnesota
$801K -$2.14M -75,368 -74%
QSS
1487
Quantitative Systematic Strategies
Florida
$798K -$172K -6,052 -18%
GHA
1488
GW Henssler & Associates
Georgia
$798K +$76.9K +2,708 +11%
HBT
1489
Hills Bank & Trust
Iowa
$797K -$10.9K -384 -1%
BHB
1490
Bank Hapoalim BM
Israel
$795K -$254K -8,940 -25%
LWA
1491
Lowe Wealth Advisors
Maryland
$788K -$53.8K -1,895 -7%
ODCM
1492
Old Dominion Capital Management
Virginia
$785K -$106K -3,739 -12%
PAM
1493
Peak Asset Management
Colorado
$785K -$31.8K -1,120 -4%
BAAM
1494
Baker Avenue Asset Management
California
$784K +$269K +9,473 +56%
CCM
1495
Cohen Capital Management
California
$781K +$568 +20 +0.1%
MA
1496
MCF Advisors
Kentucky
$781K +$4.4K +155 +0.6%
MCM
1497
Mork Capital Management
California
$779K
VFP
1498
Verus Financial Partners
Virginia
$775K +$114K +4,003 +18%
NSB
1499
Norway Savings Bank
Maine
$772K -$16K -563 -2%
DLA
1500
Douglas Lane & Associates
New York
$766K -$268K -9,443 -27%

T Hedge Fund Activity: Q3 2017 in Review

1,978 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2017, worth a combined $136B — up 5.1% from $130B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new T positions and 60 closed out — a net gain of 16 holders — while 941 added to existing stakes and 800 trimmed.

The largest buyer was Bank of America, adding an estimated $436M. The largest seller was Capital International Investors, cutting an estimated $269M.

  • 1,978 institutional investors held AT&T (T) as of Q3 2017, down from 1,981 in Q2 2017.
  • Funds reported $136B of AT&T stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 76 funds opened new AT&T positions in Q3 2017 and 60 closed out, a net change of +16 holders.
  • The largest AT&T buyer in Q3 2017 was Bank of America, an estimated $436M added.
  • The largest AT&T seller in Q3 2017 was Capital International Investors, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2017.