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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
CIM
1551
CIM Investment Management
Pennsylvania
$951K +$1.63K +65 +0.2%
WG
1552
Winton Group
United Kingdom
$944K +$186K +7,395 +23%
AIS
1553
American Investment Services
Massachusetts
$943K -$170K -6,779 -15%
UBG
1554
United Bank (Georgia)
Georgia
$943K -$135K -5,389 -12%
MLL
1555
Moody Lynn & Lieberson
Massachusetts
$943K -$61.2K -2,440 -6%
MWPCG
1556
Measured Wealth Private Client Group
New Hampshire
$942K +$975K +38,857 New
AW
1557
Alpha Windward
Massachusetts
$940K +$206K +8,195 +27%
FRM
1558
Fox Run Management
Connecticut
$939K +$972K +38,726 New
BWM
1559
BerganKDV Wealth Management
Minnesota
$938K +$70.5K +2,808 +8%
DG
1560
Delek Group
Israel
$938K +$970K +38,657 New
WPP
1561
Whalerock Point Partners
Rhode Island
$937K -$255K -10,159 -21%
SAM
1562
Sequent Asset Management
Texas
$936K -$46K -1,831 -5%
SRSA
1563
S.R. Schill & Associates
Washington
$935K +$6.88K +274 +0.7%
PG
1564
PEAK6 Group
Illinois
$934K +$966K +38,495 New
AIC
1565
Argus Investors Counsel
New York
$932K +$965K +38,429 New
CCT
1566
Chemung Canal Trust
New York
$929K -$849K -33,815 -47%
DLA
1567
Douglas Lane & Associates
New York
$928K +$212K +8,460 +28%
LKIM
1568
Lawson Kroeker Investment Management
Nebraska
$927K +$17.4K +695 +2%
WOC
1569
West Oak Capital
California
$926K -$214K -8,527 -18%
MWM
1570
Marietta Wealth Management
Georgia
$924K +$34.7K +1,381 +4%
MCA
1571
Mercer Capital Advisers
New Jersey
$922K +$159K +6,336 +20%
AAM
1572
Augustine Asset Management
Florida
$921K -$57.6K -2,295 -6%
PWPS
1573
Pinnacle Wealth Planning Services
Ohio
$920K +$20.9K +834 +2%
BMC
1574
Benin Management Corp
Connecticut
$918K +$224K +8,920 +31%
MMHP
1575
Murphy Middleton Hinkle & Parker
Georgia
$915K -$9.91K -395 -1%

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.