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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
BFC
1601
Bedel Financial Consulting
Indiana
$753K +$700K +25,650 New
EIA
1602
Edgemoor Investment Advisors
Maryland
$750K -$107K -3,913 -13%
DLHL
1603
Donald L. Hagan LLC
Florida
$748K
MA
1604
MCF Advisors
Kentucky
$745K -$27.9K -1,022 -4%
SSW
1605
Smith Shellnut Wilson
Mississippi
$743K +$7.54K +276 +1%
CAS
1606
Cue Advisory Services
Arizona
$743K +$8.68K +318 +1%
TCM
1607
Texan Capital Management
Texas
$742K -$13.9K -509 -2%
AWM
1608
Avior Wealth Management
Nebraska
$742K +$435K +15,931 +171%
DLA
1609
Douglas Lane & Associates
New York
$741K -$17.8K -652 -3%
ROTUOC
1610
Regents of the University of California
California
$737K
SMFS
1611
Squar Milner Financial Services
California
$736K +$714K +26,158 New
RTS
1612
Round Table Services
New Jersey
$735K +$156K +5,704 +30%
PS
1613
Portfolio Solutions
Michigan
$734K -$7.13K -261 -1%
SAA
1614
Southeast Asset Advisors
Georgia
$732K +$273 +10 +0%
GTAM
1615
Global Trust Asset Management
Florida
$732K +$681K +24,923 New
GHA
1616
GW Henssler & Associates
Georgia
$728K -$59.6K -2,183 -8%
SIMM
1617
Stillwater Investment Management (Minnesota)
Minnesota
$726K -$74.3K -2,722 -10%
GAM
1618
Garrison Asset Management
Arkansas
$724K +$56.1K +2,055 +9%
PG
1619
Proffitt & Goodson
Tennessee
$722K +$3.03K +111 +0.5%
OAM
1620
Occidental Asset Management
California
$721K +$3.63K +133 +0.5%
MWP
1621
Moller Wealth Partners
$720K +$16.7K +611 +3%
EWM
1622
Evermay Wealth Management
Virginia
$720K +$172K +6,287 +35%
BCM
1623
Bienville Capital Management
New York
$719K +$43.8K +1,605 +7%
FAM
1624
Formidable Asset Management
Ohio
$716K +$23K +844 +4%
FPFS
1625
First Personal Financial Services
North Carolina
$714K -$382 -14 -0.1%

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.