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AT&T
T

Overview Fund Activity

2,296 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, 1,314 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,296
Holders Change
+143
Holders Change %
+6.64%
% of All Funds
52.64%
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
1,314
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.65B
2
BlackRock
BlackRock
New York
+$2.16B
3
Dodge & Cox
Dodge & Cox
California
+$1.46B
4
State Street
State Street
Massachusetts
+$1.19B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$618M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$658M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$370M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$279M
4
Ameriprise
Ameriprise
Minnesota
-$243M
5
EVM
Eaton Vance Management
Massachusetts
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
1601
Mastrapasqua Asset Management
Tennessee
$858K -$97.2K -4,005 -10%
CNC
1602
Citizens & Northern Corp
Pennsylvania
$856K +$28.6K +1,178 +3%
PG
1603
Patten Group
Tennessee
$852K -$148K -6,084 -15%
OAM
1604
Occidental Asset Management
California
$852K +$266K +10,968 +45%
LWS
1605
Lucia Wealth Services
California
$850K +$274K +11,281 +47%
VA
1606
Valmark Advisers
Ohio
$848K -$15.7K -649 -2%
CCWA
1607
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$846K +$119K +4,904 +16%
CCMG
1608
Clark Capital Management Group
Pennsylvania
$845K +$270K +11,119 +47%
MVA
1609
Mount Vernon Associates
Maryland
$843K +$8.03K +331 +1%
WB
1610
Wilks Brothers
Texas
$835K +$835K +34,424 New
AI
1611
ArchPoint Investors
Florida
$831K +$29.2K +1,205 +4%
VSWA
1612
Vontobel Swiss Wealth Advisors
Switzerland
$831K +$48K +1,978 +6%
HL
1613
HeadInvest LLC
Maine
$828K +$42.3K +1,743 +5%
SFSIG
1614
San Francisco Sentry Investment Group
California
$826K -$163K -6,700 -16%
TCMG
1615
TSP Capital Management Group
New Jersey
$823K +$823K +33,943 New
QPWM
1616
Quadrant Private Wealth Management
Pennsylvania
$822K +$271K +11,151 +49%
NPP
1617
New Potomac Partners
Maryland
$822K +$582K +24,003 +243%
TFCM
1618
Taylor Frigon Capital Management
Arizona
$820K -$39.1K -1,613 -5%
LA
1619
LexAurum Advisors
Kansas
$819K -$55.2K -2,276 -6%
MCM
1620
Mork Capital Management
California
$819K – – –
CC
1621
CQS Cayman
Cayman Islands
$819K +$819K +33,762 New
BOS
1622
Bank of Stockton
California
$812K -$41.8K -1,726 -5%
S
1623
SimplyRich
California
$811K – – –
HWA
1624
HCR Wealth Advisors
California
$811K +$51.8K +2,132 +7%
SFG
1625
Sather Financial Group
Texas
$809K +$34.3K +1,413 +4%
63 64
65
66 67