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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
1501
RBO & Co
California
$1.06M -$7.72K -315 -0.8%
CBT
1502
Capital Bank & Trust
California
$1.05M -$81.2K -3,313 -7%
WIC
1503
Whitegate Investment Counselors
New Hampshire
$1.05M -$85K -3,469 -8%
NDSI
1504
Newman Dignan & Sheerar Inc
Rhode Island
$1.05M -$21.8K -890 -2%
MMG
1505
Monetary Management Group
Missouri
$1.04M -$53.5K -2,184 -5%
WWM
1506
Windsor Wealth Management
Indiana
$1.04M +$4.21K +172 +0.4%
MC
1507
Miles Capital
Iowa
$1.03M -$65.3K -2,665 -6%
DLA
1508
Douglas Lane & Associates
New York
$1.01M +$41.7K +1,703 +4%
MLL
1509
Moody Lynn & Lieberson
Massachusetts
$1.01M +$24.4K +995 +3%
SRSA
1510
S.R. Schill & Associates
Washington
$1.01M +$30.9K +1,262 +3%
BWM
1511
BigSur Wealth Management
Florida
$1.01M +$381K +15,539 +64%
FIB
1512
First Interstate Bank
Montana
$1.01M -$38.6K -1,575 -4%
PCMK
1513
Paragon Capital Management (Kansas)
Kansas
$1.01M -$48.3K -1,973 -5%
NPF
1514
Norris Perne & French
Michigan
$1.01M -$60.2K -2,456 -6%
DCM
1515
Driehaus Capital Management
Illinois
$1M +$652K +26,626 +205%
MWM
1516
Marietta Wealth Management
Georgia
$1M +$34.9K +1,426 +4%
CC
1517
Cornerstone Capital
California
$1M -$51.1K -2,085 -5%
AIS
1518
American Investment Services
Massachusetts
$996K +$9.41K +384 +1%
MLFP
1519
MPS Loria Financial Planners
Illinois
$995K -$168K -6,856 -15%
MCA
1520
Mercer Capital Advisers
New Jersey
$994K +$29.1K +1,189 +3%
BA
1521
Ballew Advisors
Mississippi
$993K -$28.4K -1,161 -3%
VF
1522
Virtu Financial
New York
$991K +$498K +20,349 +109%
WGCA
1523
Wolf Group Capital Advisors
Virginia
$985K +$951K +38,840 New
AF
1524
Arrow Financial
New York
$983K -$172K -7,006 -15%
JFL
1525
Jarislowsky, Fraser Ltd
Quebec, Canada
$980K -$127K -5,166 -11%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.