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1,981 hedge funds and large institutions have $130B invested in AT&T in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 911 increasing their positions, 802 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 82

14% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 802

0% less funds holding

Funds holding: 1,9851,981 (-4)

0.38% less ownership

Funds ownership: 74.41%74.03% (-0.38%)

10% less capital invested

Capital invested by funds: $143B → $130B (-$13.7B)

38% less funds holding in top 10

Funds holding in top 10: 240150 (-90)

39% less call options, than puts

Call options by funds: $1.93B | Put options by funds: $3.14B

Holders
1,981
Holders Change
-4
Holders Change %
-0.2%
% of All Funds
49.38%
Holding in Top 10
150
Holding in Top 10 Change
-90
Holding in Top 10 Change %
-37.5%
% of All Funds
3.74%
New
96
Increased
911
Reduced
802
Closed
82
Calls
$1.93B
Puts
$3.14B
Net Calls
-$1.21B
Net Calls Change
-$2B
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
1501
Oxford Asset Management
United Kingdom
$746K -$511K -17,352 -40%
PWAG
1502
Polaris Wealth Advisory Group
California
$743K -$12.4M -421,615 -94%
DLHL
1503
Donald L. Hagan LLC
Florida
$738K
GWS
1504
Glassman Wealth Services
Virginia
$729K +$52K +1,765 +7%
PG
1505
Proffitt & Goodson
Tennessee
$728K -$402K -13,628 -35%
OFW
1506
Omnia Family Wealth
Florida
$728K -$98K -3,326 -12%
CHJWM
1507
Carlton Hofferkamp & Jenks Wealth Management
Texas
$728K +$269K +9,136 +56%
ACM
1508
Ativo Capital Management
Illinois
$726K -$11.1K -378 -1%
SFSIG
1509
San Francisco Sentry Investment Group
California
$726K +$155K +5,261 +26%
ANBT
1510
American National Bank & Trust
Texas
$722K +$11.1K +376 +2%
FNT
1511
First Nebraska Trust
Nebraska
$720K -$4.89K -166 -0.7%
BIAS
1512
Beacon Investment Advisory Services
New Jersey
$719K +$125K +4,226 +20%
ROTUOC
1513
Regents of the University of California
California
$715K
NCM
1514
Nelson Capital Management
California
$715K +$743K +25,201 New
MLIC
1515
Mandatum Life Insurance Company
Finland
$712K -$121K -4,114 -14%
FI
1516
FCM Investments
Texas
$711K -$160K -5,428 -18%
TCM
1517
Texan Capital Management
Texas
$709K -$1.69M -57,499 -70%
BPB
1518
Badgley, Phelps & Bell
Washington
$708K -$39.1K -1,328 -5%
FSCM
1519
Front Street Capital Management
Montana
$707K -$50.8K -1,725 -7%
FCH
1520
Freestone Capital Holdings
Washington
$706K -$44K -1,493 -6%
HWA
1521
HCR Wealth Advisors
California
$705K -$3.6K -122 -0.5%
GG
1522
GenWealth Group
New Jersey
$703K +$728K +24,694 New
HJGA
1523
Hardman Johnston Global Advisors
Connecticut
$701K -$11.7K -397 -2%
AWM
1524
AllSquare Wealth Management
New York
$697K
BWM
1525
BigSur Wealth Management
Florida
$696K

T Hedge Fund Activity: Q2 2017 in Review

1,981 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2017, worth a combined $130B — down 9.5% from $143B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new T positions and 82 closed out — a net gain of 14 holders — while 911 added to existing stakes and 802 trimmed.

The largest buyer was Vanguard Group, adding an estimated $353M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $365M sold.

  • 1,981 institutional investors held AT&T (T) as of Q2 2017, down from 1,985 in Q1 2017.
  • Funds reported $130B of AT&T stock for Q2 2017, down 9.5% quarter-over-quarter.
  • 96 funds opened new AT&T positions in Q2 2017 and 82 closed out, a net change of +14 holders.
  • The largest AT&T buyer in Q2 2017 was Vanguard Group, an estimated $353M added.
  • The largest AT&T seller in Q2 2017 was Arrowstreet Capital, an estimated $365M sold.

Based on aggregated 13F filings for Q2 2017.