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1,978 hedge funds and large institutions have $136B invested in AT&T in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 941 increasing their positions, 800 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 941 | Existing positions reduced: 800

17% more funds holding in top 10

Funds holding in top 10: 150175 (+25)

5% more capital invested

Capital invested by funds: $130B → $136B (+$6.67B)

1.07% more ownership

Funds ownership: 74.03%75.1% (+1.1%)

0% less funds holding

Funds holding: 1,9811,978 (-3)

28% less call options, than puts

Call options by funds: $3.51B | Put options by funds: $4.85B

Holders
1,978
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
49.3%
Holding in Top 10
175
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+16.67%
% of All Funds
4.36%
New
76
Increased
941
Reduced
800
Closed
60
Calls
$3.51B
Puts
$4.85B
Net Calls
-$1.34B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
YP
1626
Yellowstone Partners
Idaho
$550K +$528K +18,590 New
PCM
1627
Perritt Capital Management
Illinois
$547K
GLI
1628
Guardian Life Insurance
New York
$547K +$2.27K +80 +0.4%
NCM
1629
Noesis Capital Mangement
Florida
$546K -$46.1K -1,623 -8%
AWMG
1630
Alliance Wealth Management Group
New Jersey
$546K +$263K +9,268 +101%
SAM
1631
Security Asset Management
New York
$545K
SGS
1632
Sterling Global Strategies
California
$545K +$44.9K +1,580 +9%
PAS
1633
Professional Advisory Services
Florida
$541K
GRP
1634
Global Retirement Partners
California
$541K +$72K +2,538 +16%
RW
1635
REDW Wealth
New Mexico
$540K +$84K +2,960 +19%
EWM
1636
Evermay Wealth Management
Virginia
$539K +$136K +4,799 +36%
FNBSF
1637
First National Bank Sioux Falls
South Dakota
$531K -$20.3K -716 -4%
ARM
1638
Adirondack Research & Management
New York
$531K
NG
1639
Northstar Group
New York
$531K +$66.1K +2,328 +15%
FSCM
1640
Front Street Capital Management
Montana
$530K -$195K -6,886 -28%
BRA
1641
Bender Robert & Associates
California
$529K +$2.07K +73 +0.4%
SM
1642
Salzhauer Michael
$529K +$233K +8,215 +85%
SCP
1643
Sandhill Capital Partners
New York
$526K -$25.4K -895 -5%
LFG
1644
LifePlan Financial Group
Ohio
$523K -$14.6K -514 -3%
CPA
1645
Clear Perspective Advisors
Illinois
$518K -$3.15K -111 -0.6%
LC
1646
Landaas & Company
Wisconsin
$518K +$497K +17,494 New
FPCP
1647
Fort Point Capital Partners
California
$517K +$250K +8,814 +102%
RC
1648
Reik & Co
New York
$515K +$75.2K +2,648 +18%
AAM
1649
Aureus Asset Management
Massachusetts
$515K +$138K +4,861 +39%
AIA
1650
Arbor Investment Advisors
North Carolina
$513K -$3.72K -131 -0.7%

T Hedge Fund Activity: Q3 2017 in Review

1,978 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2017, worth a combined $136B — up 5.1% from $130B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new T positions and 60 closed out — a net gain of 16 holders — while 941 added to existing stakes and 800 trimmed.

The largest buyer was Bank of America, adding an estimated $436M. The largest seller was Capital International Investors, cutting an estimated $269M.

  • 1,978 institutional investors held AT&T (T) as of Q3 2017, down from 1,981 in Q2 2017.
  • Funds reported $136B of AT&T stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 76 funds opened new AT&T positions in Q3 2017 and 60 closed out, a net change of +16 holders.
  • The largest AT&T buyer in Q3 2017 was Bank of America, an estimated $436M added.
  • The largest AT&T seller in Q3 2017 was Capital International Investors, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2017.