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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
LFR
1576
Lehman Financial Resources
Pennsylvania
$631K +$29.4K +1,037 +5%
WP
1577
WMS Partners
Maryland
$630K -$5.65K -199 -0.9%
DCM
1578
Dynamic Capital Management
Jersey
$629K +$604K +21,266 New
HI
1579
Harrington Investments
California
$626K +$601K +21,155 New
CHP
1580
Cable Hill Partners
Oregon
$625K +$296K +10,437 +98%
GD
1581
Grandfield & Dodd
New York
$624K -$89.6K -3,158 -13%
B
1582
Bailard
California
$624K +$10.8K +382 +2%
SIM
1583
SSI Investment Management
California
$621K -$4.34K -153 -0.7%
HCP
1584
Holt Capital Partners
Texas
$620K -$19.7K -695 -3%
SRC
1585
Shufro Rose & Co
New York
$615K +$34.8K +1,227 +6%
ACM
1586
Alpha Capital Management
Texas
$613K +$59.4K +2,092 +11%
SBL
1587
Sargent Bickham Lagudis
Colorado
$612K +$259K +9,115 +79%
KC
1588
Kingfisher Capital
North Carolina
$608K +$36.9K +1,299 +7%
CTB
1589
Country Trust Bank
Illinois
$606K -$114 -4 -0%
SFM
1590
Signature Financial Management
Virginia
$603K +$94.7K +3,335 +16%
CIC
1591
Chilton Investment Company
Connecticut
$601K -$107K -3,775 -16%
TIM
1592
Thompson Investment Management
Wisconsin
$601K -$86.6K -3,051 -13%
NERM
1593
New England Research & Management
Illinois
$598K +$22.6K +795 +4%
SDJVC
1594
St. Denis J. Villere & Co
Louisiana
$596K +$305K +10,736 +114%
CWM
1595
Connecticut Wealth Management
Connecticut
$595K -$195K -6,865 -25%
MWP
1596
MYCIO Wealth Partners
Pennsylvania
$594K -$265K -9,337 -32%
VCM
1597
Versant Capital Management
Arizona
$589K -$39.6K -1,394 -7%
BOC
1598
Barbara Oil Co
Illinois
$588K
MBT
1599
Montecito Bank & Trust
California
$588K +$28.9K +1,018 +5%
JIP
1600
Jaffetilchin Investment Partners
Florida
$588K +$209K +7,366 +59%

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.