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1,978 hedge funds and large institutions have $136B invested in AT&T in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 941 increasing their positions, 800 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 941 | Existing positions reduced: 800

17% more funds holding in top 10

Funds holding in top 10: 150175 (+25)

5% more capital invested

Capital invested by funds: $130B → $136B (+$6.67B)

1.07% more ownership

Funds ownership: 74.03%75.1% (+1.1%)

0% less funds holding

Funds holding: 1,9811,978 (-3)

28% less call options, than puts

Call options by funds: $3.51B | Put options by funds: $4.85B

Holders
1,978
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
49.3%
Holding in Top 10
175
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+16.67%
% of All Funds
4.36%
New
76
Increased
941
Reduced
800
Closed
60
Calls
$3.51B
Puts
$4.85B
Net Calls
-$1.34B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
MIP
1526
Marietta Investment Partners
Wisconsin
$716K +$35.2K +1,241 +5%
DWM
1527
Darwin Wealth Management
Florida
$711K -$6.5K -229 -0.9%
PCM
1528
Penserra Capital Management
California
$709K +$272K +9,591 +66%
BWM
1529
BigSur Wealth Management
Florida
$708K
MWP
1530
Moller Wealth Partners
$708K
KP
1531
Keel Point
Alabama
$704K -$82.6K -2,910 -11%
MIH
1532
Madison Investment Holdings
Wisconsin
$700K +$311K +10,952 +86%
WA1
1533
Wimmer Associates 1
California
$699K -$117K -4,135 -15%
KFA
1534
Kelleher Financial Advisors
New York
$698K
HRC
1535
Hoertkorn Richard Charles
$697K -$156K -5,495 -19%
HJGA
1536
Hardman Johnston Global Advisors
Connecticut
$697K -$30.1K -1,059 -4%
IIC
1537
Integrated Investment Consultants
Michigan
$697K +$7.75K +273 +1%
FAM
1538
Formidable Asset Management
Ohio
$697K +$38.7K +1,363 +6%
LTI
1539
Laffer Tengler Investments
Tennessee
$695K +$766 +27 +0.1%
ITIM
1540
Indiana Trust & Investment Management
Indiana
$694K -$82.4K -2,902 -11%
IWA
1541
Inspirion Wealth Advisors
Illinois
$694K -$18.8K -662 -3%
WA
1542
Winfield Associates
Ohio
$691K -$13.5K -477 -2%
AWM
1543
Affinity Wealth Management
Delaware
$688K -$1.9K -67 -0.3%
KLWA
1544
Kelly Lawrence W & Associates
California
$688K
SWM
1545
Segment Wealth Management
Texas
$687K -$550K -19,364 -45%
FUBT
1546
First United Bank & Trust
Maryland
$687K -$149K -5,250 -18%
FDCC
1547
Foster Dykema Cabot & Co
Massachusetts
$682K
JWM
1548
Jackson Wealth Management
Florida
$680K +$150K +5,301 +29%
CS
1549
Credential Securities
$679K +$8.86K +312 +1%
CBTWT
1550
Community Bank & Trust (Waco, Texas)
Texas
$679K -$7.52K -265 -1%

T Hedge Fund Activity: Q3 2017 in Review

1,978 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2017, worth a combined $136B — up 5.1% from $130B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new T positions and 60 closed out — a net gain of 16 holders — while 941 added to existing stakes and 800 trimmed.

The largest buyer was Bank of America, adding an estimated $436M. The largest seller was Capital International Investors, cutting an estimated $269M.

  • 1,978 institutional investors held AT&T (T) as of Q3 2017, down from 1,981 in Q2 2017.
  • Funds reported $136B of AT&T stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 76 funds opened new AT&T positions in Q3 2017 and 60 closed out, a net change of +16 holders.
  • The largest AT&T buyer in Q3 2017 was Bank of America, an estimated $436M added.
  • The largest AT&T seller in Q3 2017 was Capital International Investors, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2017.