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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
PCAP
1576
Pratt Collard Advisory Partners
New York
$795K +$740K +27,089 New
LWA
1577
Lowe Wealth Advisors
Maryland
$791K +$8.22K +301 +1%
LIM
1578
Lathrop Investment Management
Arkansas
$790K -$31.7K -1,160 -4%
BRC
1579
Bell Rock Capital
Delaware
$789K -$296K -10,842 -29%
PWPS
1580
Pinnacle Wealth Planning Services
Ohio
$789K +$734K +26,869 New
PBO
1581
Peoples Bank (Ohio)
Ohio
$785K -$561K -20,551 -43%
KM
1582
Kalos Management
Georgia
$781K +$327K +11,969 +79%
FC
1583
Fore Capital
New York
$778K +$723K +26,480 New
CCIA
1584
Campbell & Co Investment Adviser
Maryland
$777K +$722K +26,456 New
AWM
1585
AllSquare Wealth Management
New York
$775K -$92.9K -3,401 -11%
AFS
1586
Access Financial Services
Minnesota
$774K -$36.2K -1,325 -5%
CCM
1587
Cohen Capital Management
California
$774K -$546 -20 -0.1%
CA
1588
Cornerstone Advisory
Maryland
$773K +$118K +4,319 +20%
GLI
1589
Guardian Life Insurance
New York
$773K +$214K +7,834 +42%
GRP
1590
Global Retirement Partners
California
$771K +$218K +7,983 +44%
IRC
1591
Investors Research Corp
Georgia
$771K +$717K +26,250 New
GWS
1592
Glassman Wealth Services
Virginia
$767K +$15.6K +571 +2%
JCM
1593
Janney Capital Management
Pennsylvania
$764K -$30.8M -1,127,918 -98%
TA
1594
Tiedemann Advisors
New York
$764K -$560K -20,502 -44%
IIA
1595
IPG Investment Advisors
California
$764K +$174K +6,356 +32%
MWM
1596
Merriman Wealth Management
Washington
$763K -$273K -9,985 -28%
NSB
1597
Norway Savings Bank
Maine
$763K -$3.6K -132 -0.5%
PAMG
1598
Patton Albertson Miller Group
Tennessee
$761K -$90.5K -3,315 -11%
OFW
1599
Omnia Family Wealth
Florida
$760K +$27K +990 +4%
PAM
1600
Peak Asset Management
Colorado
$757K -$20K -734 -3%

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.