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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
BPB
1626
Badgley, Phelps & Bell
Washington
$636K -$148K -5,304 -18%
HFA
1627
High Falls Advisors
New York
$636K -$98.5K -3,540 -13%
KFA
1628
Kelleher Financial Advisors
New York
$635K -$147K -5,288 -18%
KP
1629
Keel Point
Alabama
$634K -$20.3K -731 -3%
AWM
1630
Avior Wealth Management
Nebraska
$633K -$49.7K -1,784 -7%
IWA
1631
Inspirion Wealth Advisors
Illinois
$633K
PCM
1632
Penserra Capital Management
California
$631K +$93.4K +3,355 +17%
FWM
1633
Focused Wealth Management
New York
$629K +$104K +3,738 +19%
CWM
1634
Chesapeake Wealth Management
Virginia
$629K +$651K +23,374 New
OLA
1635
Oliver Luxxe Assets
New Jersey
$625K -$29K -1,041 -4%
BWL
1636
Bogart Wealth LLC
Virginia
$621K +$131K +4,703 +26%
PAM
1637
Peak Asset Management
Colorado
$620K -$76.7K -2,756 -11%
FDCC
1638
Foster Dykema Cabot & Co
Massachusetts
$620K
BI
1639
Ballast Inc
Kentucky
$620K +$48.9K +1,758 +8%
ACA
1640
Atlas Capital Advisors
Wyoming
$618K +$639K +22,970 New
BFC
1641
Bedel Financial Consulting
Indiana
$618K -$75K -2,693 -10%
CFSG
1642
Community Financial Services Group
Vermont
$618K +$79.1K +2,843 +14%
B
1643
Brightworth
Georgia
$615K -$27.5K -989 -4%
HCC
1644
Hirtle Callaghan & Co
Pennsylvania
$613K
SM
1645
Salzhauer Michael
$613K +$136K +4,899 +27%
QPWM
1646
Quadrant Private Wealth Management
Pennsylvania
$612K +$61.5K +2,211 +11%
GWM
1647
GSB Wealth Management
Connecticut
$611K
CPA
1648
Capital Planning Advisors
California
$609K +$106K +3,806 +20%
QCIG
1649
Quad-Cities Investment Group
Iowa
$608K +$631K +22,689 New
FPCP
1650
Fort Point Capital Partners
California
$607K +$125K +4,499 +25%

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.