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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
PFC
1501
Phocas Financial Corp
California
$842K -$2.23K -80 -0.3%
HWA
1502
HCR Wealth Advisors
California
$842K +$85.8K +3,082 +11%
BCM
1503
Breiter Capital Management
Florida
$840K +$450K +16,159 +107%
VIG
1504
Vienna Insurance Group
Poland
$838K -$25.4K -913 -3%
SAM
1505
Sompo Asset Management
Japan
$837K +$4.09K +147 +0.5%
SFS
1506
Strategic Financial Services
New York
$835K +$27.7K +996 +3%
GEA
1507
Glen Eagle Advisors
New Jersey
$832K -$31.2K -1,120 -3%
ADL
1508
Asset Dedication LLC
California
$828K -$84K -3,017 -9%
AWA
1509
AmeriServ Wealth Advisors
Pennsylvania
$824K -$8.4K -302 -1%
AW
1510
Alpha Windward
Massachusetts
$823K +$501K +17,990 +143%
UC
1511
Unio Capital
New Jersey
$822K -$170K -6,117 -17%
KCM
1512
Karp Capital Management
California
$819K
BOS
1513
Bingham Osborn & Scarborough
California
$817K -$40.5K -1,454 -5%
IIA
1514
IPG Investment Advisors
California
$816K +$120K +4,303 +17%
IIC
1515
Integrated Investment Consultants
Michigan
$816K +$843K +30,293 New
MHIM
1516
MacNealy Hoover Investment Management
Ohio
$815K -$180K -6,456 -18%
DBIA
1517
Dumont & Blake Investment Advisors
New Jersey
$814K -$54.8K -1,968 -6%
QCG
1518
Quadrant Capital Group
Ohio
$813K +$83.5K +2,999 +11%
CWS
1519
Cypress Wealth Services
California
$810K -$9.1K -327 -1%
VWM
1520
Venturi Wealth Management
Texas
$807K -$118K -4,235 -12%
CCWA
1521
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$807K +$189K +6,799 +29%
OA
1522
Outfitter Advisors
Virginia
$805K -$117K -4,191 -12%
DLA
1523
Douglas Lane & Associates
New York
$802K +$127K +4,575 +18%
SMG
1524
Smart Money Group
Texas
$800K -$107K -3,846 -11%
THWM
1525
Taylor Hoffman Wealth Management
Virginia
$800K -$83 -3 -0%

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.