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2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1626
Cobblestone Capital Advisors
New York
$714K -$355 -13 -0.1%
AAMA
1627
Advanced Asset Management Advisors
Ohio
$714K +$664K +24,323 New
MIP
1628
Marietta Investment Partners
Wisconsin
$713K +$2.73K +100 +0.4%
OLA
1629
Oliver Luxxe Assets
New Jersey
$712K -$3.61M -132,363 -85%
BCM
1630
Boltwood Capital Management
California
$712K
KP
1631
Keel Point
Alabama
$712K +$12.3K +449 +2%
WCM
1632
Weik Capital Management
Pennsylvania
$711K -$15.9K -582 -2%
EHC
1633
Everett Harris & Co
California
$710K -$92.7K -3,394 -12%
HBT
1634
Hills Bank & Trust
Iowa
$710K -$75.2K -2,754 -10%
GG
1635
GenWealth Group
New Jersey
$710K +$2.32K +85 +0.3%
CBTWT
1636
Community Bank & Trust (Waco, Texas)
Texas
$708K +$31K +1,137 +5%
ITIM
1637
Indiana Trust & Investment Management
Indiana
$706K +$16K +585 +2%
BWM
1638
BigSur Wealth Management
Florida
$703K
B
1639
Brightworth
Georgia
$700K -$42.2K -1,546 -6%
SP
1640
Successful Portfolios
Florida
$697K +$648K +23,721 New
MC
1641
Marcus Capital
Illinois
$696K -$1.2M -43,923 -65%
HJGA
1642
Hardman Johnston Global Advisors
Connecticut
$692K
IWA
1643
Inspirion Wealth Advisors
Illinois
$691K +$1.67K +61 +0.3%
KLWA
1644
Kelly Lawrence W & Associates
California
$688K +$4.53K +166 +0.7%
RWP
1645
RWA Wealth Partners
Massachusetts
$684K -$111K -4,055 -15%
FUBT
1646
First United Bank & Trust
Maryland
$683K +$1.12K +41 +0.2%
Treasurer of the State of North Carolina
1647
Treasurer of the State of North Carolina
North Carolina
$683K +$635K +23,263 New
CCWA
1648
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$680K -$638K -23,353 -50%
CTB
1649
Country Trust Bank
Illinois
$679K +$72.2K +2,645 +13%
FDCC
1650
Foster Dykema Cabot & Co
Massachusetts
$677K

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.