We are live on ! Find out more

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
CASB
1576
Cape Ann Savings Bank
Massachusetts
$913K +$970K +38,661 New
PWMAG
1577
Pinnacle Wealth Management Advisory Group
New Jersey
$912K +$53.3K +2,125 +6%
EHC
1578
Everett Harris & Co
California
$911K +$101K +4,035 +12%
CWP
1579
Capital Wealth Planning
Florida
$911K +$407K +16,232 +76%
SBWM
1580
Sunflower Bank Wealth Management
Arizona
$908K -$782K -31,159 -45%
SRAM
1581
Stone Ridge Asset Management
New York
$906K -$1.26M -50,232 -57%
IC
1582
Inverness Counsel
New York
$905K +$63.4K +2,525 +7%
CT
1583
Clearstead Trust
Maine
$898K -$64K -2,551 -6%
HFA
1584
Huber Financial Advisors
Illinois
$897K +$18K +716 +2%
SG
1585
StoneX Group
New York
$896K +$46.9K +1,870 +5%
WWMSC
1586
Wagner Wealth Management (South Carolina)
South Carolina
$896K +$101K +4,028 +12%
BCA
1587
Burren Capital Advisors
Gibraltar
$896K +$927K +36,940 New
QCG
1588
Quadrant Capital Group
Ohio
$890K +$165K +6,590 +21%
LCM
1589
Leisure Capital Management
California
$889K +$626K +24,957 +213%
GWCM
1590
Godshalk Welsh Capital Management
Pennsylvania
$887K +$41.1K +1,637 +5%
Loomis, Sayles & Company
1591
Loomis, Sayles & Company
Massachusetts
$886K -$1M -39,895 -52%
NCMW
1592
Northern Capital Management (Wisconsin)
Wisconsin
$880K +$911K +36,299 New
BP
1593
Ballentine Partners
Massachusetts
$879K -$321K -12,791 -26%
CAM
1594
Cozad Asset Management
Illinois
$878K +$909K +36,211 New
BAM
1595
Belpointe Asset Management
Nevada
$877K -$178K -7,094 -16%
TRIM
1596
Thompson Rubinstein Investment Management
Oregon
$875K -$9.34K -372 -1%
FDS
1597
Freedom Day Solutions
Texas
$875K +$15.1K +600 +2%
AWA
1598
ARS Wealth Advisors
Florida
$872K -$79.3K -3,159 -8%
HA
1599
Halsey Associates
Connecticut
$872K -$11.7K -466 -1%
PG
1600
Proffitt & Goodson
Tennessee
$865K -$63.7K -2,538 -7%

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.