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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
CCG
1501
Chatham Capital Group
Georgia
$941K -$65.8K -2,410 -7%
AF
1502
Arrow Financial
New York
$941K -$38.3K -1,401 -4%
CWG
1503
C WorldWide Group
Denmark
$941K
VIG
1504
Vienna Insurance Group
Poland
$940K +$874K +32,022 New
GEA
1505
Glen Eagle Advisors
New Jersey
$940K -$192K -7,013 -18%
AFNAS
1506
American Financial Network Advisory Services
California
$937K -$133K -4,873 -13%
CCM
1507
Chilton Capital Management
Texas
$934K -$17.5K -641 -2%
BOS
1508
Bingham Osborn & Scarborough
California
$934K +$60.4K +2,211 +7%
IC
1509
Inverness Counsel
New York
$933K -$4.89K -179 -0.6%
PFGIA
1510
Patriot Financial Group Insurance Agency
Massachusetts
$930K -$61K -2,235 -7%
SGA
1511
Strategic Global Advisors
California
$929K
PFC
1512
Phocas Financial Corp
California
$921K -$21.7K -794 -2%
CCMG
1513
Clark Capital Management Group
Pennsylvania
$917K -$270K -9,881 -24%
PCMC
1514
Paragon Capital Management (Colorado)
Colorado
$913K -$65.2K -2,389 -7%
AWM
1515
Altium Wealth Management
New York
$913K +$849K +31,086 New
MCA
1516
Mercer Capital Advisers
New Jersey
$911K +$328 +12 +0%
SAM
1517
Sompo Asset Management
Japan
$909K +$3.25K +119 +0.4%
TCM
1518
Traynor Capital Management
Pennsylvania
$901K +$13.9K +509 +2%
AAM
1519
Augustine Asset Management
Florida
$901K +$63.9K +2,341 +8%
MC
1520
Middleton & Co
Massachusetts
$898K -$33K -1,209 -4%
FC
1521
Financial Consulate
Maryland
$896K +$1.09K +40 +0.1%
BFC
1522
Blue Fin Capital
Rhode Island
$896K +$8.68K +318 +1%
AWM
1523
Altavista Wealth Management
North Carolina
$894K +$569K +20,825 +217%
PIC
1524
Portland Investment Counsel
Ontario, Canada
$894K +$832K +30,452 New
KCM
1525
Karp Capital Management
California
$893K -$17.8K -653 -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.