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1,981 hedge funds and large institutions have $130B invested in AT&T in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 911 increasing their positions, 802 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 82

14% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 802

0% less funds holding

Funds holding: 1,9851,981 (-4)

0.38% less ownership

Funds ownership: 74.41%74.03% (-0.38%)

10% less capital invested

Capital invested by funds: $143B → $130B (-$13.7B)

38% less funds holding in top 10

Funds holding in top 10: 240150 (-90)

39% less call options, than puts

Call options by funds: $1.93B | Put options by funds: $3.14B

Holders
1,981
Holders Change
-4
Holders Change %
-0.2%
% of All Funds
49.38%
Holding in Top 10
150
Holding in Top 10 Change
-90
Holding in Top 10 Change %
-37.5%
% of All Funds
3.74%
New
96
Increased
911
Reduced
802
Closed
82
Calls
$1.93B
Puts
$3.14B
Net Calls
-$1.21B
Net Calls Change
-$2B
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1526
Cobblestone Capital Advisors
New York
$696K +$28.3K +960 +4%
4IG
1527
440 Investment Group
Kansas
$696K +$201K +6,819 +39%
HWP
1528
Hefty Wealth Partners
Indiana
$694K +$639K +21,673 +800%
FPFS
1529
First Personal Financial Services
North Carolina
$693K +$113K +3,846 +19%
DWM
1530
Darwin Wealth Management
Florida
$692K -$65.8K -2,232 -8%
GHA
1531
GW Henssler & Associates
Georgia
$692K +$7.87K +267 +1%
GD
1532
Grandfield & Dodd
New York
$691K -$21.5K -729 -3%
BCM
1533
Boltwood Capital Management
California
$691K -$16.9K -574 -2%
ERIM
1534
Eagle Ridge Investment Management
Connecticut
$690K +$915K +31,041 +125%
IWA
1535
Inspirion Wealth Advisors
Illinois
$687K +$855 +29 +0.1%
CAS
1536
Cue Advisory Services
Arizona
$687K +$30K +1,017 +4%
CIC
1537
Chilton Investment Company
Connecticut
$686K -$278K -9,424 -28%
TSWM
1538
Triangle Securities Wealth Management
North Carolina
$685K -$45.7K -1,551 -6%
MWP
1539
Moller Wealth Partners
$682K
WA
1540
Winfield Associates
Ohio
$680K -$13.6K -463 -2%
Verition Fund Management
1541
Verition Fund Management
Connecticut
$673K -$39K -1,323 -5%
NWM
1542
Northwest Wealth Management
Iowa
$673K +$90.4K +3,068 +15%
KFA
1543
Kelleher Financial Advisors
New York
$672K -$117K -3,972 -14%
EAM
1544
Evanson Asset Management
California
$671K -$56K -1,900 -7%
PFG
1545
Piershale Financial Group
Illinois
$671K
LTI
1546
Laffer Tengler Investments
Tennessee
$668K -$2.21K -75 -0.3%
TIM
1547
Thompson Investment Management
Wisconsin
$666K -$3.92K -133 -0.6%
QCG
1548
Quadrant Capital Group
Ohio
$665K -$68.8K -2,335 -8%
OAM
1549
Occidental Asset Management
California
$665K +$4.6K +156 +0.7%
LBC
1550
Lawrence B. Cohen
$665K +$133K +4,510 +24%

T Hedge Fund Activity: Q2 2017 in Review

1,981 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2017, worth a combined $130B — down 9.5% from $143B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new T positions and 82 closed out — a net gain of 14 holders — while 911 added to existing stakes and 802 trimmed.

The largest buyer was Vanguard Group, adding an estimated $353M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $365M sold.

  • 1,981 institutional investors held AT&T (T) as of Q2 2017, down from 1,985 in Q1 2017.
  • Funds reported $130B of AT&T stock for Q2 2017, down 9.5% quarter-over-quarter.
  • 96 funds opened new AT&T positions in Q2 2017 and 82 closed out, a net change of +14 holders.
  • The largest AT&T buyer in Q2 2017 was Vanguard Group, an estimated $353M added.
  • The largest AT&T seller in Q2 2017 was Arrowstreet Capital, an estimated $365M sold.

Based on aggregated 13F filings for Q2 2017.