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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
1526
Arax Advisory Partners
Colorado
$793K +$540K +19,396 +193%
OFS
1527
Orrstown Financial Services
Pennsylvania
$792K +$39.7K +1,425 +5%
NEPWA
1528
New England Private Wealth Advisors
Massachusetts
$791K +$1.34K +48 +0.2%
GI
1529
GS Investments
Minnesota
$786K -$14.8K -530 -2%
DMK
1530
David M. Knott
$786K
LIM
1531
Lathrop Investment Management
Arkansas
$783K +$60.2K +2,162 +8%
MFT
1532
Moisand Fitzgerald Tamayo
Florida
$782K +$369K +13,255 +84%
DWM
1533
Dorchester Wealth Management
Quebec, Canada
$781K +$37.6K +1,352 +5%
AIA
1534
AIMZ Investment Advisors
California
$780K
BMC
1535
Benin Management Corp
Connecticut
$779K -$23K -827 -3%
CF
1536
Centaurus Financial
California
$778K +$182K +6,551 +29%
BJL
1537
Brighton Jones LLC
Washington
$777K -$39.2K -1,407 -3%
CLOS
1538
Compagnie Lombard Odier SCmA
Switzerland
$776K -$1.09M -39,017 -58%
CNAM
1539
Campbell Newman Asset Management
Wisconsin
$776K -$306K -11,005 -28%
EAM
1540
Evanson Asset Management
California
$772K -$1.64K -59 -0.2%
PCM
1541
Pentwater Capital Management
Florida
$771K +$797K +28,639 New
CFA
1542
Capstone Financial Advisors
Illinois
$766K +$4.62K +166 +0.6%
CCG
1543
Chatham Capital Group
Georgia
$761K -$105K -3,776 -12%
NB
1544
Nicolet Bankshares
Wisconsin
$760K +$2.34K +84 +0.3%
BA
1545
BKS Advisors
Michigan
$755K -$835 -30 -0.1%
TA
1546
Tiedemann Advisors
New York
$754K +$58.5K +2,101 +8%
EWM
1547
Endurance Wealth Management
Rhode Island
$751K -$44.2K -1,589 -5%
PK
1548
Pflug Koory
Nebraska
$745K +$4.82K +173 +0.6%
MCM
1549
Manchester Capital Management
Vermont
$745K +$10.8K +389 +1%
ITIM
1550
Indiana Trust & Investment Management
Indiana
$744K +$99.1K +3,560 +15%

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.