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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
TWM
1601
Torch Wealth Management
Ohio
$865K +$26.6K +1,059 +3%
NFG
1602
Nadler Financial Group
Illinois
$861K +$12K +478 +1%
ADL
1603
Asset Dedication LLC
California
$861K +$117K +4,656 +15%
MAM
1604
Mastrapasqua Asset Management
Tennessee
$858K -$101K -4,005 -10%
CNC
1605
Citizens & Northern Corp
Pennsylvania
$856K +$29.6K +1,178 +3%
PG
1606
Patten Group
Tennessee
$852K -$153K -6,084 -15%
OAM
1607
Occidental Asset Management
California
$852K +$275K +10,968 +45%
LWS
1608
Lucia Wealth Services
California
$850K +$283K +11,281 +47%
VA
1609
Valmark Advisers
Ohio
$848K -$16.3K -649 -2%
CCWA
1610
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$846K +$123K +4,904 +16%
CCMG
1611
Clark Capital Management Group
Pennsylvania
$845K +$279K +11,119 +47%
MVA
1612
Mount Vernon Associates
Maryland
$843K +$8.31K +331 +1%
WB
1613
Wilks Brothers
Texas
$835K +$864K +34,424 New
AI
1614
ArchPoint Investors
Florida
$831K +$30.2K +1,205 +4%
VSWA
1615
Vontobel Swiss Wealth Advisors
Switzerland
$831K +$49.6K +1,978 +6%
HL
1616
HeadInvest LLC
Maine
$828K +$43.7K +1,743 +5%
SFSIG
1617
San Francisco Sentry Investment Group
California
$826K -$168K -6,700 -16%
TCMG
1618
TSP Capital Management Group
New Jersey
$823K +$852K +33,943 New
QPWM
1619
Quadrant Private Wealth Management
Pennsylvania
$822K +$280K +11,151 +49%
NPP
1620
New Potomac Partners
Maryland
$822K +$602K +24,003 +243%
TFCM
1621
Taylor Frigon Capital Management
Arizona
$820K -$40.5K -1,613 -5%
LA
1622
LexAurum Advisors
Kansas
$819K -$57.1K -2,276 -6%
MCM
1623
Mork Capital Management
California
$819K
CC
1624
CQS Cayman
Cayman Islands
$819K +$847K +33,762 New
BOS
1625
Bank of Stockton
California
$812K -$43.3K -1,726 -5%

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.