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2,302 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
1526
Investors Research Corp
Georgia
$1.02M +$398K +15,838 +61%
NIM
1527
Northeast Investment Management
Massachusetts
$1.01M +$101K +4,018 +11%
PCMK
1528
Paragon Capital Management (Kansas)
Kansas
$1.01M -$197K -7,842 -16%
AC
1529
Arjuna Capital
North Carolina
$1.01M +$111K +4,427 +12%
SNBOSD
1530
Security National Bank of So Dak
Iowa
$1.01M -$836K -33,320 -44%
WI
1531
Wedgewood Investors
Pennsylvania
$1.01M -$51.6K -2,056 -5%
YIA
1532
YHB Investment Advisors
Connecticut
$1M -$204K -8,132 -16%
FIB
1533
First Interstate Bank
Montana
$1M -$17.7K -707 -2%
PIC
1534
Portland Investment Counsel
Ontario, Canada
$1M +$728K +28,996 +235%
BHIA
1535
Birch Hill Investment Advisors
Massachusetts
$1M -$14.7K -585 -1%
HTHT
1536
Hemenway Trust Hemenway Trust
New Hampshire
$997K +$28K +1,114 +3%
TIA
1537
Trust Investment Advisors
Indiana
$994K
SIC
1538
Shoker Investment Counsel
Ohio
$993K +$1.03M +40,978 New
WWM
1539
Windsor Wealth Management
Indiana
$987K +$12K +477 +1%
MIH
1540
Meitav Investment House
Israel
$986K +$137K +5,446 +15%
I2I
1541
Insight 2811 Inc
Illinois
$981K -$23.3K -927 -2%
HI
1542
Hudock Inc
Pennsylvania
$968K -$95.3K -3,797 -9%
EAM
1543
Exane Asset Management
France
$963K +$997K +39,720 New
PL
1544
Parkwood LLC
Ohio
$963K +$997K +39,720 New
CBTWT
1545
Community Bank & Trust (Waco, Texas)
Texas
$962K +$365K +14,549 +58%
EWF
1546
Epstein & White Financial
California
$960K -$64.2K -2,557 -6%
TF
1547
Tompkins Financial
New York
$956K -$89.7K -3,574 -8%
LWCFA
1548
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$956K -$18.9K -751 -2%
DAM
1549
Doheny Asset Management
California
$954K -$97.6K -3,887 -9%
VWM
1550
Venturi Wealth Management
Texas
$953K +$218K +8,687 +29%

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.