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2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1526
Cypress Wealth Services
California
$893K +$830K +30,410 New
BJL
1527
Brighton Jones LLC
Washington
$888K -$12.3K -450 -0.9%
IA
1528
Icon Advisers
Colorado
$886K -$1.42M -52,166 -63%
NWM
1529
Northwest Wealth Management
Iowa
$883K +$290K +10,610 +55%
VCM
1530
Virtue Capital Management
Tennessee
$882K +$821K +30,051 New
SFS
1531
Strategic Financial Services
New York
$881K -$26.8K -983 -3%
SJIM
1532
St. Johns Investment Management
Florida
$881K -$17.1K -627 -2%
PV
1533
Private Vista
Illinois
$880K -$610K -22,354 -43%
DWM
1534
Darwin Wealth Management
Florida
$879K +$161K +5,890 +25%
GI
1535
GS Investments
Minnesota
$873K +$43.4K +1,589 +6%
BMC
1536
Benin Management Corp
Connecticut
$873K -$7.07K -259 -0.9%
THWM
1537
Taylor Hoffman Wealth Management
Virginia
$872K +$811K +29,696 New
VHAM
1538
Van Hulzen Asset Management
California
$868K -$5.24K -192 -0.6%
EWM
1539
Endurance Wealth Management
Rhode Island
$866K -$10.8K -397 -1%
WWMSC
1540
Wagner Wealth Management (South Carolina)
South Carolina
$863K +$855K +31,327 New
NEPWA
1541
New England Private Wealth Advisors
Massachusetts
$861K -$313K -11,446 -28%
PMFA
1542
Plante Moran Financial Advisors
Michigan
$858K -$131K -4,787 -14%
DMK
1543
David M. Knott
$858K
FCH
1544
Freestone Capital Holdings
Washington
$858K +$113K +4,146 +17%
AIA
1545
AIMZ Investment Advisors
California
$851K +$25.3K +926 +3%
BPB
1546
Badgley, Phelps & Bell
Washington
$851K +$275K +10,077 +53%
AWA
1547
AmeriServ Wealth Advisors
Pennsylvania
$850K +$845K +30,930 New
MCMT
1548
Moon Capital Management (Tennessee)
Tennessee
$849K +$273 +10 +0%
KFA
1549
Kelleher Financial Advisors
New York
$848K +$144K +5,288 +22%
EAM
1550
Evanson Asset Management
California
$844K +$167K +6,130 +27%

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.