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AT&T
T

Overview Fund Activity

1,913 hedge funds and large institutions have $135B invested in AT&T in 2016 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 835 increasing their positions, 811 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,913
Holders Change
-18
Holders Change %
-0.93%
% of All Funds
51.12%
Holding in Top 10
281
Holding in Top 10 Change
-114
Holding in Top 10 Change %
-28.86%
% of All Funds
7.51%
New
75
Increased
835
Reduced
811
Closed
77
Calls
$2.72B
Puts
$3.39B
Net Calls
-$668M
Net Calls Change
-$1.1B

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$656M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$403M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$242M
4
State Street
State Street
Massachusetts
+$195M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$168M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$741M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$438M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$412M
4
TCP
Tourbillon Capital Partners
New York
-$300M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDWMA
1626
Schneider Downs Wealth Management Advisors
Pennsylvania
$454K +$31.7K +1,034 +8%
HK
1627
Horizon Kinetics
New York
$453K -$4.08K -133 -0.9%
RTS
1628
Round Table Services
New Jersey
$443K -$59.9K -1,953 -12%
HPWM
1629
Highland Private Wealth Management
Washington
$441K +$5.4K +176 +1%
LI
1630
Lafayette Investments
Maryland
$439K -$522 -17 -0.1%
BC
1631
Brinker Capital
Pennsylvania
$438K +$438K +14,274 New
LPT
1632
Legacy Private Trust
Wisconsin
$435K -$2K -65 -0.5%
RHJA
1633
Rice Hall James & Associates
California
$434K – – –
CA
1634
CapWealth Advisors
Tennessee
$433K +$6.11K +199 +1%
CFA
1635
Cahill Financial Advisors
Minnesota
$430K -$3.96K -129 -0.9%
RCWMU
1636
Rothschild & Co Wealth Management (UK)
United Kingdom
$426K – – –
HM
1637
Harvest Management
New York
$426K – – –
EA
1638
Evanston Advisors
Illinois
$425K +$90.7K +2,956 +27%
HIIFS
1639
Harel Insurance Investments & Financial Services
Israel
$420K -$214K -6,990 -34%
GAM
1640
Gould Asset Management
California
$419K -$32.5K -1,059 -7%
CAM
1641
Congress Asset Management
Massachusetts
$419K +$12.2K +398 +3%
VWM
1642
Vector Wealth Management
Minnesota
$419K +$38.9K +1,267 +10%
VNA
1643
VNBTrust National Association
Virginia
$418K +$5K +163 +1%
CCM
1644
Chilton Capital Management
Texas
$414K -$40.2K -1,313 -9%
MFW
1645
Meristem Family Wealth
Minnesota
$413K +$151K +4,912 +57%
SC
1646
Saturna Capital
Washington
$412K -$2.48K -81 -0.6%
HIC
1647
Harvey Investment Company
Kentucky
$411K +$81.3K +2,648 +25%
HHGA
1648
Halbert Hargrove Global Advisors
California
$410K -$62.1K -2,023 -13%
KL
1649
Kinsight LLC
Alabama
$408K – – –
SFM
1650
Signature Financial Management
Virginia
$408K +$487 +16 +0.1%
64 65
66
67 68