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2,469 hedge funds and large institutions have $116B invested in AT&T in 2020 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 1,034 increasing their positions, 1,104 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 128

1% more capital invested

Capital invested by funds: $115B → $116B (+$1.08B)

1% less funds holding

Funds holding: 2,4882,469 (-19)

6% less repeat investments, than reductions

Existing positions increased: 1,034 | Existing positions reduced: 1,104

1.47% less ownership

Funds ownership: 72.93%71.46% (-1.5%)

27% less funds holding in top 10

Funds holding in top 10: 157115 (-42)

27% less call options, than puts

Call options by funds: $1.61B | Put options by funds: $2.2B

Holders
2,469
Holders Change
-19
Holders Change %
-0.76%
% of All Funds
50.63%
Holding in Top 10
115
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-26.75%
% of All Funds
2.36%
New
134
Increased
1,034
Reduced
1,104
Closed
128
Calls
$1.61B
Puts
$2.2B
Net Calls
-$594M
Net Calls Change
-$253M
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
1601
Blue Chip Partners
Michigan
$832K -$2.34M -102,960 -74%
AWM
1602
Aberdeen Wealth Management
Illinois
$829K +$399K +17,537 +94%
TIA
1603
Trust Investment Advisors
Indiana
$826K -$18.1K -795 -2%
WPP
1604
Whalerock Point Partners
Rhode Island
$821K +$48.4K +2,125 +6%
MCA
1605
Mercer Capital Advisers
New Jersey
$821K +$164K +7,215 +25%
HIM
1606
Hotaling Investment Management
Pennsylvania
$817K +$117K +5,145 +17%
CPA
1607
Clear Perspective Advisors
Illinois
$816K -$120K -5,264 -13%
MLL
1608
Moody Lynn & Lieberson
Massachusetts
$816K -$62.6K -2,749 -7%
PJSIMP
1609
P.J. Schmidt Investment Management (PJS)
Wisconsin
$816K +$147K +6,461 +22%
AWMG
1610
Alliance Wealth Management Group
New Jersey
$814K +$1.57K +69 +0.2%
EWM
1611
Executive Wealth Management
Michigan
$813K -$246K -10,821 -23%
IC
1612
Investment Counsel
Michigan
$811K -$79K -3,468 -9%
FP
1613
Financial Perspectives
Minnesota
$811K -$41.2K -1,807 -5%
PFA
1614
Paradigm Financial Advisors
Missouri
$810K -$67.1K -2,948 -8%
DBT
1615
Dubuque Bank & Trust
Iowa
$810K -$25.6K -1,123 -3%
TIA
1616
Traphagen Investment Advisors
New Jersey
$810K -$80.8K -3,547 -9%
GG
1617
Gleason Group
Kentucky
$809K +$5.24K +230 +0.7%
SMG
1618
Smart Money Group
Texas
$809K +$582K +25,568 +260%
ISG
1619
Investment Security Group
Colorado
$808K -$97.6K -4,286 -11%
MS
1620
Mizuho Securities
Japan
$807K +$274K +12,048 +49%
BOPW
1621
Brandywine Oak Private Wealth
Pennsylvania
$806K -$304K -13,348 -27%
PWAG
1622
Polaris Wealth Advisory Group
California
$806K +$60.8K +2,671 +8%
Financial Engines Advisors
1623
Financial Engines Advisors
California
$806K +$337K +14,790 +72%
SAM
1624
Sequent Asset Management
Texas
$804K +$6.04K +265 +0.8%
WCA
1625
Westover Capital Advisors
Delaware
$802K +$465K +20,401 +138%

T Hedge Fund Activity: Q2 2020 in Review

2,469 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2020, worth a combined $116B — up 0.94% from $115B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new T positions and 128 closed out — a net gain of 6 holders — while 1,034 added to existing stakes and 1,104 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $774M. The largest seller was Vanguard Group, cutting an estimated $774M.

  • 2,469 institutional investors held AT&T (T) as of Q2 2020, down from 2,488 in Q1 2020.
  • Funds reported $116B of AT&T stock for Q2 2020, up 0.94% quarter-over-quarter.
  • 134 funds opened new AT&T positions in Q2 2020 and 128 closed out, a net change of +6 holders.
  • The largest AT&T buyer in Q2 2020 was Nordea Investment Management, an estimated $774M added.
  • The largest AT&T seller in Q2 2020 was Vanguard Group, an estimated $774M sold.

Based on aggregated 13F filings for Q2 2020.