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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
OA
1476
Outfitter Advisors
Virginia
$1M -$7.24K -265 -0.8%
PIA
1477
Peachtree Investment Advisors
Georgia
$1M -$136K -4,971 -13%
DC
1478
DeDora Capital
California
$1M +$930K +34,041 New
CHJWM
1479
Carlton Hofferkamp & Jenks Wealth Management
Texas
$997K +$148K +5,429 +19%
MWM
1480
Mission Wealth Management
California
$994K -$199K -7,283 -18%
MCM
1481
Mork Capital Management
California
$991K +$202K +7,414 +28%
JCM
1482
Jacobi Capital Management
Pennsylvania
$989K +$74.4K +2,724 +9%
SG
1483
StoneX Group
New York
$988K +$32.5K +1,189 +4%
CBT
1484
Capital Bank & Trust
California
$986K +$44.4K +1,625 +5%
SMG
1485
Smart Money Group
Texas
$985K +$916K +33,559 New
IP
1486
Investment Partners
Ohio
$983K +$144K +5,282 +19%
YWP
1487
YorkBridge Wealth Partners
New York
$982K -$64.9K -2,376 -6%
PL
1488
Parthenon LLC
Kentucky
$982K +$47.2K +1,727 +5%
ASC
1489
Atalanta Sosnoff Capital
New York
$976K -$1.27M -46,358 -58%
ADL
1490
Asset Dedication LLC
California
$976K +$69.9K +2,559 +8%
SIS
1491
Sound Income Strategies
Florida
$973K +$961K +35,201 New
CM
1492
Crestline Management
Texas
$972K +$904K +33,100 New
AI
1493
ArchPoint Investors
Florida
$971K +$62.2K +2,277 +7%
NIA
1494
Northstar Investment Advisors
Colorado
$970K -$21.7K -794 -2%
FDS
1495
Freedom Day Solutions
Texas
$962K +$894K +32,750 New
HIM
1496
Harbour Investment Management
Washington
$961K -$39.8K -1,456 -4%
NAM
1497
Needelman Asset Management
California
$957K +$75.9K +2,780 +9%
VA
1498
Valmark Advisers
Ohio
$954K +$693K +25,389 +358%
SEC
1499
Seven Eight Capital
New York
$951K +$884K +32,377 New
DBIA
1500
Dumont & Blake Investment Advisors
New Jersey
$945K -$14.4K -528 -2%

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.