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AT&T
T

Overview Fund Activity

2,480 hedge funds and large institutions have $115B invested in AT&T in 2020 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 1,108 increasing their positions, 1,089 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,480
Holders Change
-98
Holders Change %
-3.8%
% of All Funds
54.78%
Holding in Top 10
156
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-25.36%
% of All Funds
3.45%
New
120
Increased
1,108
Reduced
1,089
Closed
179
Calls
$1.63B
Puts
$1.97B
Net Calls
-$340M
Net Calls Change
-$1.95B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$536M
2
Charles Schwab
Charles Schwab
California
+$364M
3
Renaissance Technologies
Renaissance Technologies
New York
+$299M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$232M
5
Newport Trust Company
Newport Trust Company
District of Columbia
+$181M

Top Sellers

1
BlackRock
BlackRock
New York
-$561M
2
CS
Credit Suisse
Switzerland
-$423M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$411M
4
Morgan Stanley
Morgan Stanley
New York
-$383M
5
CSIA
Charles Schwab Investment Advisory
California
-$342M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
1501
Wealth Advisory Solutions
Indiana
$975K +$513K +23,284 +111%
BFM
1502
Boston Financial Management
Massachusetts
$974K +$4.93K +224 +0.5%
BRM
1503
Boston Research & Management
Massachusetts
$973K -$19.2K -870 -2%
CTA
1504
Colonial Trust Advisors
South Carolina
$973K +$37.8K +1,715 +4%
GPFA
1505
Game Plan Financial Advisors
Ohio
$972K -$53.1K -2,397 -5%
CC
1506
Cannell & Co
New York
$971K -$5.59M -253,897 -85%
CA
1507
Claro Advisors
Massachusetts
$971K -$2.2K -100 -0.2%
YIA
1508
YHB Investment Advisors
Connecticut
$968K +$72.2K +3,279 +8%
BHBT
1509
Burke & Herbert Bank & Trust
Virginia
$967K +$506 +23 +0.1%
CA
1510
Continuum Advisory
Idaho
$966K +$43.4K +2,047 +5%
CA
1511
Cornerstone Advisory
Maryland
$966K +$140K +6,351 +17%
KWMG
1512
King Wealth Management Group
Florida
$965K -$80K -3,633 -8%
CBA
1513
Coastal Bridge Advisors
Connecticut
$965K +$2.38K +108 +0.2%
PP
1514
PagnatoKarp Partners
Virginia
$964K +$56.5K +2,562 +6%
SBWM
1515
Sunflower Bank Wealth Management
Arizona
$959K -$311K -14,140 -24%
SW
1516
SkyOak Wealth
Michigan
$958K -$51.1K -2,320 -5%
ATPW
1517
Ashton Thomas Private Wealth
Arizona
$956K +$120K +5,442 +14%
CWM
1518
Cedar Wealth Management
California
$956K +$58.6K +2,661 +7%
DTL
1519
Dynamic Technology Lab
Singapore
$956K +$956K +43,421 New
MFW
1520
Mosaic Family Wealth
Missouri
$955K +$58.6K +2,665 +7%
DWM
1521
Dorchester Wealth Management
Quebec, Canada
$954K -$166K -7,518 -15%
WA
1522
Wheatland Advisors
Pennsylvania
$953K -$684K -31,064 -42%
GIA
1523
Gladstone Institutional Advisory
Florida
$949K +$133K +6,052 +16%
MA
1524
MONECO Advisors
Connecticut
$948K -$621K -28,171 -40%
SIC
1525
Shoker Investment Counsel
Ohio
$946K +$92.3K +4,195 +11%
59 60
61
62 63