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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
FC
1551
Ferris Capital
Massachusetts
$844K +$574K +21,031 +273%
FP
1552
Factorial Partners
New York
$840K +$781K +28,598 New
MA
1553
Montag & Associates
Georgia
$834K +$9.45K +346 +1%
QCMA
1554
Quad Capital Management Advisors
New York
$831K +$773K +28,312 New
ANBT
1555
American National Bank & Trust
Texas
$830K -$204K -7,454 -21%
SC
1556
Saybrook Capital
North Carolina
$830K
CFA
1557
Capstone Financial Advisors
Illinois
$830K +$3.8K +139 +0.5%
ED
1558
Exane Derivatives
France
$830K +$772K +28,267 New
EAMA
1559
EFG Asset Management (Americas)
Florida
$829K -$5.19K -190 -0.7%
HWA
1560
HCR Wealth Advisors
California
$828K -$50.8K -1,860 -6%
BAAM
1561
Baker Avenue Asset Management
California
$828K +$46.1K +1,688 +6%
NB
1562
Nicolet Bankshares
Wisconsin
$826K -$4.83K -177 -0.6%
BA
1563
BKS Advisors
Michigan
$824K -$28.9K -1,059 -4%
OFS
1564
Orrstown Financial Services
Pennsylvania
$823K -$8.88K -325 -1%
RAG
1565
Roof Advisory Group
Pennsylvania
$816K +$760K +27,820 New
ODCM
1566
Old Dominion Capital Management
Virginia
$815K +$33.6K +1,230 +5%
DWM
1567
Dorchester Wealth Management
Quebec, Canada
$812K +$14.6K +534 +2%
PK
1568
Pflug Koory
Nebraska
$807K
PCMK
1569
Paragon Capital Management (Kansas)
Kansas
$806K +$437 +16 +0.1%
CBT
1570
Central Bank & Trust
Kentucky
$805K -$369K -13,495 -33%
QCG
1571
Quadrant Capital Group
Ohio
$802K +$53.1K +1,944 +7%
TSWM
1572
Triangle Securities Wealth Management
North Carolina
$802K +$65K +2,382 +10%
MCM
1573
Manchester Capital Management
Vermont
$801K -$15.3K -559 -2%
NP
1574
NS Partners
United Kingdom
$801K -$4.45K -163 -0.6%
HFA
1575
High Falls Advisors
New York
$798K -$42.2K -1,546 -5%

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.