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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
1601
Clearstead Trust
Maine
$809K -$126K -5,140 -14%
PFC
1602
Phocas Financial Corp
California
$809K -$16.2K -662 -2%
RWP
1603
RWA Wealth Partners
Massachusetts
$808K +$57K +2,325 +8%
ADL
1604
Asset Dedication LLC
California
$806K -$92.4K -3,772 -11%
LA
1605
LexAurum Advisors
Kansas
$806K -$48.6K -1,983 -6%
PL
1606
Parthenon LLC
Kentucky
$805K -$38.5K -1,570 -5%
NERM
1607
New England Research & Management
Illinois
$803K +$321K +13,114 +71%
CCT
1608
Chemung Canal Trust
New York
$802K -$163K -6,663 -17%
DWM
1609
Dorchester Wealth Management
Quebec, Canada
$802K +$98 +4 +0%
MA
1610
MCF Advisors
Kentucky
$802K +$260K +10,594 +50%
JA
1611
JOYN Advisors
Georgia
$797K +$66.4K +2,711 +9%
CHJWM
1612
Carlton Hofferkamp & Jenks Wealth Management
Texas
$795K +$131K +5,353 +21%
GHAM
1613
Gilman Hill Asset Management
Connecticut
$794K +$271K +11,072 +55%
KLWA
1614
Kelly Lawrence W & Associates
California
$792K +$259K +10,592 +51%
S
1615
SimplyRich
California
$791K -$55.2K -2,253 -7%
CPA
1616
Clear Perspective Advisors
Illinois
$791K -$44.2K -1,803 -5%
SFSIG
1617
San Francisco Sentry Investment Group
California
$787K -$74.2K -3,031 -9%
AC
1618
Abbrea Capital
California
$786K -$53.9K -2,202 -7%
PAG
1619
Pinnacle Advisory Group
Maryland
$786K +$428K +17,484 +130%
BOS
1620
Bingham Osborn & Scarborough
California
$782K -$47.3K -1,929 -6%
SAM
1621
Symphony Asset Management
California
$782K +$755K +30,819 New
MWP
1622
MYCIO Wealth Partners
Pennsylvania
$779K +$234K +9,544 +45%
DBIA
1623
Dumont & Blake Investment Advisors
New Jersey
$778K +$19.1K +780 +3%
RWM
1624
Ritholtz Wealth Management
New York
$775K +$735 +30 +0.1%
DBT
1625
Dubuque Bank & Trust
Iowa
$774K +$313K +12,788 +72%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.