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2,302 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1501
Sawgrass Asset Management
Florida
$1.06M +$7.15K +285 +0.7%
HA
1502
Havens Advisors
New York
$1.06M +$1.1M +43,667 New
BA
1503
Bennicas & Associates
California
$1.05M -$6.65K -265 -0.6%
RAM
1504
Redmond Asset Management
Virginia
$1.05M -$1.21K -48 -0.1%
ICP
1505
Ironvine Capital Partners
Nebraska
$1.05M +$541K +21,541 +99%
MC
1506
Miles Capital
Iowa
$1.05M -$215K -8,560 -17%
MMG
1507
Monetary Management Group
Missouri
$1.05M -$81.4K -3,244 -7%
AL
1508
AJO LP
Pennsylvania
$1.05M -$5.7M -226,899 -84%
MCM
1509
Mainstay Capital Management
Michigan
$1.05M -$795K -31,665 -42%
BHBT
1510
Burke & Herbert Bank & Trust
Virginia
$1.05M +$1.23K +49 +0.1%
BCP
1511
Blackhawk Capital Partners
Wisconsin
$1.04M +$280K +11,148 +35%
ACI
1512
Alpha Cubed Investments
California
$1.04M -$136K -5,422 -11%
CBA
1513
Coastal Bridge Advisors
Connecticut
$1.04M +$2.54K +101 +0.2%
HCMNY
1514
Howard Capital Management (New York)
New York
$1.04M +$31.5K +1,256 +3%
FIM
1515
Freedom Investment Management
Connecticut
$1.03M -$1.12M -44,542 -51%
FA
1516
FCG Advisors
New Jersey
$1.03M -$4.19K -167 -0.4%
ECM
1517
Element Capital Management
New York
$1.03M -$194K -7,725 -15%
DWM
1518
Dakota Wealth Management
Florida
$1.03M +$669K +26,660 +168%
QIM
1519
Quest Investment Management
Oregon
$1.03M
LSAG
1520
Lake Street Advisors Group
New Hampshire
$1.03M +$120K +4,766 +13%
TAM
1521
Taurus Asset Management
New York
$1.03M +$104K +4,148 +11%
JSL
1522
JT Stratford LLC
Georgia
$1.02M +$93.2K +3,714 +10%
NPF
1523
Norris Perne & French
Michigan
$1.02M +$43.1K +1,717 +4%
CBB
1524
Citizens Business Bank
California
$1.02M -$36.4K -1,451 -3%
RC
1525
RBO & Co
California
$1.02M -$46.3K -1,843 -4%

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.