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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
TCM
1501
Texan Capital Management
Texas
$763K +$25.9K +913 +4%
AAC
1502
Asset Advisors Corp
Georgia
$760K -$45.1K -1,589 -6%
GWS
1503
Glassman Wealth Services
Virginia
$756K -$823 -29 -0.1%
DLHL
1504
Donald L. Hagan LLC
Florida
$754K -$12.2K -431 -2%
B
1505
Brightworth
Georgia
$751K +$721K +25,393 New
PS
1506
Portfolio Solutions
Michigan
$748K -$90.2K -3,178 -11%
QCG
1507
Quadrant Capital Group
Ohio
$748K -$8.15K -287 -1%
ROTUOC
1508
Regents of the University of California
California
$743K
FCAG
1509
First Capital Advisors Group
New Jersey
$742K -$154K -5,435 -18%
FCH
1510
Freestone Capital Holdings
Washington
$742K +$9.03K +318 +1%
SSW
1511
Smith Shellnut Wilson
Mississippi
$741K +$205K +7,206 +40%
CAS
1512
Cue Advisory Services
Arizona
$739K +$24.4K +859 +4%
SAA
1513
Southeast Asset Advisors
Georgia
$738K -$146K -5,137 -17%
TSWM
1514
Triangle Securities Wealth Management
North Carolina
$737K +$25.5K +899 +4%
OFW
1515
Omnia Family Wealth
Florida
$736K -$18.5K -651 -3%
CG
1516
Colony Group
Massachusetts
$734K -$40K -1,410 -5%
WCM
1517
Weik Capital Management
Pennsylvania
$734K +$207K +7,284 +42%
GG
1518
GenWealth Group
New Jersey
$732K +$2.02K +71 +0.3%
PG
1519
Proffitt & Goodson
Tennessee
$725K -$29.5K -1,039 -4%
HWP
1520
Hefty Wealth Partners
Indiana
$722K +$1.08K +38 +0.2%
OAM
1521
Occidental Asset Management
California
$722K +$30.9K +1,087 +5%
CCA
1522
Cobblestone Capital Advisors
New York
$720K -$2.56K -90 -0.4%
FNT
1523
First Nebraska Trust
Nebraska
$719K -$26.7K -939 -4%
FPFS
1524
First Personal Financial Services
North Carolina
$719K
BCM
1525
Boltwood Capital Management
California
$717K

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.