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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
IAS
1601
IMA Advisory Services
Colorado
$587K -$1.5K -53 -0.3%
VWM
1602
Venturi Wealth Management
Texas
$587K +$188K +6,620 +50%
CC
1603
Cadinha & Co
Hawaii
$583K +$11.3K +397 +2%
IIA
1604
IPG Investment Advisors
California
$582K +$15K +529 +3%
GS
1605
GAM Systematic
United Kingdom
$581K -$541K -19,050 -49%
NFG
1606
Nadler Financial Group
Illinois
$581K -$114 -4 -0%
BBNB
1607
Baker Boyer National Bank
Washington
$581K
NWM
1608
Northwest Wealth Management
Iowa
$576K -$118K -4,161 -18%
TCM
1609
Tradition Capital Management
New Jersey
$576K
EMG
1610
Ellington Management Group
Connecticut
$576K +$553K +19,463 New
HIM
1611
Hutchens Investment Management
New Hampshire
$575K -$374K -13,158 -40%
EWM
1612
Empirical Wealth Management
Washington
$573K -$92.1K -3,244 -14%
RTS
1613
Round Table Services
New Jersey
$572K -$14.5K -511 -3%
HK
1614
Horizon Kinetics
New York
$569K +$56.2K +1,978 +11%
ACM
1615
Adalta Capital Management
New York
$568K
NQWM
1616
Northwest Quadrant Wealth Management
Oregon
$564K -$27.1K -955 -4%
QAM
1617
QCI Asset Management
New York
$561K -$40.7K -1,432 -7%
BPB
1618
Badgley, Phelps & Bell
Washington
$559K -$170K -5,987 -24%
OIM
1619
Orca Investment Management
Oregon
$556K
CFN
1620
Cordasco Financial Network
Florida
$554K +$62.2K +2,191 +13%
GIM
1621
Greylin Investment Management
Virginia
$553K -$31.7K -1,117 -6%
JWM
1622
Janiczek Wealth Management
Colorado
$551K
BCSB
1623
Bristol County Savings Bank
Massachusetts
$551K +$529K +18,634 New
SG
1624
Swarthmore Group
Pennsylvania
$551K +$529K +18,635 New
CFSG
1625
Community Financial Services Group
Vermont
$550K +$61.7K +2,174 +13%

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.