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1,981 hedge funds and large institutions have $130B invested in AT&T in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 911 increasing their positions, 802 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 82

14% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 802

0% less funds holding

Funds holding: 1,9851,981 (-4)

0.38% less ownership

Funds ownership: 74.41%74.03% (-0.38%)

10% less capital invested

Capital invested by funds: $143B → $130B (-$13.7B)

38% less funds holding in top 10

Funds holding in top 10: 240150 (-90)

39% less call options, than puts

Call options by funds: $1.93B | Put options by funds: $3.14B

Holders
1,981
Holders Change
-4
Holders Change %
-0.2%
% of All Funds
49.38%
Holding in Top 10
150
Holding in Top 10 Change
-90
Holding in Top 10 Change %
-37.5%
% of All Funds
3.74%
New
96
Increased
911
Reduced
802
Closed
82
Calls
$1.93B
Puts
$3.14B
Net Calls
-$1.21B
Net Calls Change
-$2B
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
1601
Shufro Rose & Co
New York
$557K -$179K -6,081 -24%
TCM
1602
Tradition Capital Management
New Jersey
$555K
NERM
1603
New England Research & Management
Illinois
$553K -$339K -11,506 -37%
CC
1604
Cadinha & Co
Hawaii
$550K -$11.7K -397 -2%
KC
1605
Kingfisher Capital
North Carolina
$549K +$12.3K +417 +2%
ACM
1606
Adalta Capital Management
New York
$547K
IIA
1607
IPG Investment Advisors
California
$545K -$9.2K -312 -2%
MBT
1608
Montecito Bank & Trust
California
$538K +$557K +18,886 New
OIM
1609
Orca Investment Management
Oregon
$536K +$3.89K +132 +0.7%
FNBSF
1610
First National Bank Sioux Falls
South Dakota
$532K +$18.2K +616 +3%
SCP
1611
Sandhill Capital Partners
New York
$532K +$22.1K +750 +4%
JWM
1612
Janiczek Wealth Management
Colorado
$531K -$248K -8,426 -31%
ACM
1613
Alpha Capital Management
Texas
$531K
JWM
1614
Jackson Wealth Management
Florida
$531K +$533K +18,090 New
RCM
1615
RB Capital Management
Nevada
$529K +$19K +643 +4%
LA
1616
Lau Associates
Delaware
$528K +$796 +27 +0.1%
PCM
1617
Perritt Capital Management
Illinois
$527K -$5.84K -198 -1%
RIM
1618
Ranger International Management
Illinois
$526K -$663K -22,482 -55%
GLI
1619
Guardian Life Insurance
New York
$525K -$383K -12,995 -41%
SAM
1620
Security Asset Management
New York
$525K
PAS
1621
Professional Advisory Services
Florida
$521K
LFG
1622
LifePlan Financial Group
Ohio
$518K
CA
1623
Cornerstone Advisory
Maryland
$516K -$39.4K -1,338 -7%
AI
1624
Accredited Investors
Minnesota
$512K +$81.8K +2,774 +18%
ARM
1625
Adirondack Research & Management
New York
$511K

T Hedge Fund Activity: Q2 2017 in Review

1,981 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2017, worth a combined $130B — down 9.5% from $143B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new T positions and 82 closed out — a net gain of 14 holders — while 911 added to existing stakes and 802 trimmed.

The largest buyer was Vanguard Group, adding an estimated $353M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $365M sold.

  • 1,981 institutional investors held AT&T (T) as of Q2 2017, down from 1,985 in Q1 2017.
  • Funds reported $130B of AT&T stock for Q2 2017, down 9.5% quarter-over-quarter.
  • 96 funds opened new AT&T positions in Q2 2017 and 82 closed out, a net change of +14 holders.
  • The largest AT&T buyer in Q2 2017 was Vanguard Group, an estimated $353M added.
  • The largest AT&T seller in Q2 2017 was Arrowstreet Capital, an estimated $365M sold.

Based on aggregated 13F filings for Q2 2017.