We are live on ! Find out more

2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
1601
Marcus Capital
Illinois
$661K +$23.9K +860 +4%
MWM
1602
Merriman Wealth Management
Washington
$659K -$42.4K -1,522 -6%
CWA
1603
Clarus Wealth Advisors
Arizona
$659K +$39.9K +1,435 +6%
CHJWM
1604
Carlton Hofferkamp & Jenks Wealth Management
Texas
$657K -$263K -9,467 -28%
SIMM
1605
Stillwater Investment Management (Minnesota)
Minnesota
$656K -$10.4K -372 -2%
WCM
1606
Weik Capital Management
Pennsylvania
$656K +$3.67K +132 +0.5%
AAMA
1607
Advanced Asset Management Advisors
Ohio
$655K +$83 +3 +0%
CYG
1608
Clean Yield Group
Vermont
$654K +$55.6K +1,997 +9%
IC
1609
InterOcean Capital
Illinois
$653K -$930K -33,403 -58%
SP
1610
Successful Portfolios
Florida
$653K +$14.3K +515 +2%
SMFS
1611
Squar Milner Financial Services
California
$652K -$53.6K -1,926 -7%
CSS
1612
Cubist Systematic Strategies
Connecticut
$650K -$3.5M -125,692 -84%
OAM
1613
Occidental Asset Management
California
$650K -$11.1K -398 -2%
MIP
1614
Marietta Investment Partners
Wisconsin
$650K -$4.23K -152 -0.6%
AWM
1615
AllSquare Wealth Management
New York
$649K -$64.3K -2,309 -9%
BCM
1616
Boltwood Capital Management
California
$648K -$4.87K -175 -0.7%
CCM
1617
Cohen Capital Management
California
$648K
MWP
1618
Moller Wealth Partners
$647K -$13.7K -492 -2%
BWM
1619
BigSur Wealth Management
Florida
$645K
CM
1620
Columbus Macro
Pennsylvania
$644K +$665K +23,901 New
MIH
1621
Madison Investment Holdings
Wisconsin
$643K +$319K +11,472 +92%
LWS
1622
Lucia Wealth Services
California
$640K +$184K +6,609 +39%
CCMG
1623
Clark Capital Management Group
Pennsylvania
$638K -$209K -7,526 -24%
FAM
1624
Formidable Asset Management
Ohio
$637K -$20.9K -752 -3%
CTB
1625
Country Trust Bank
Illinois
$637K +$14.4K +518 +2%

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.