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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
BCM
1551
Bienville Capital Management
New York
$676K +$649K +22,864 New
HCC
1552
Hirtle Callaghan & Co
Pennsylvania
$674K +$646K +22,773 New
GWM
1553
GSB Wealth Management
Connecticut
$672K
BFPW
1554
BOK Financial Private Wealth
Colorado
$670K -$260K -9,167 -29%
EAM
1555
Evanson Asset Management
California
$669K -$26.5K -932 -4%
GAM
1556
Garrison Asset Management
Arkansas
$668K +$44.7K +1,573 +7%
CYG
1557
Clean Yield Group
Vermont
$667K -$34.7K -1,223 -5%
NIM
1558
Nexus Investment Management
Ontario, Canada
$666K -$1.14K -40 -0.2%
BMCM
1559
Bryn Mawr Capital Management
Pennsylvania
$665K +$33.8K +1,192 +6%
CGA
1560
Crescent Grove Advisors
Illinois
$664K +$54.6K +1,924 +9%
NCM
1561
Nelson Capital Management
California
$661K -$81.6K -2,873 -11%
WC
1562
Whitnell & Co
Illinois
$660K +$32K +1,129 +5%
FWM
1563
Focused Wealth Management
New York
$659K -$151K -5,331 -19%
CHA
1564
Cedar Hill Associates
Illinois
$658K +$632K +22,270 New
4IG
1565
440 Investment Group
Kansas
$654K -$65.8K -2,317 -9%
REMPR
1566
Roof Eidam Maycock Peralta (REMP)
California
$651K -$1.35M -47,466 -68%
CA
1567
Cornerstone Advisory
Maryland
$651K +$111K +3,906 +22%
CSS
1568
Cubist Systematic Strategies
Connecticut
$650K -$300K -10,565 -32%
MSTVIM
1569
Messner & Smith Theme Value Investment Management
California
$649K -$15K -530 -2%
FFA
1570
Fragasso Financial Advisors
Pennsylvania
$648K +$173K +6,093 +39%
CAM
1571
Concorde Asset Management
Michigan
$646K -$35.8K -1,262 -5%
SCG
1572
Sonata Capital Group
Washington
$640K
BFG
1573
Bouchey Financial Group
New York
$637K -$14.2K -501 -2%
AWA
1574
Arete Wealth Advisors
Illinois
$636K +$9.03K +318 +2%
PFG
1575
Piershale Financial Group
Illinois
$633K +$823 +29 +0.1%

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.