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2,302 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
S
1626
SimplyRich
California
$811K
HWA
1627
HCR Wealth Advisors
California
$811K +$53.5K +2,132 +7%
SFG
1628
Sather Financial Group
Texas
$809K +$35.5K +1,413 +4%
SWA
1629
SFMG Wealth Advisors
Texas
$808K -$154K -6,124 -16%
PL
1630
Parthenon LLC
Kentucky
$808K +$22.8K +907 +3%
AC
1631
Abbrea Capital
California
$805K -$197K -7,864 -19%
MGAM
1632
McGowan Group Asset Management
Texas
$804K -$130K -5,169 -13%
CA
1633
Cynosure Advisors
Utah
$803K -$55.4K -2,208 -6%
MWM
1634
Meridian Wealth Management
Kentucky
$803K -$55.4K -2,207 -6%
FNT
1635
First Nebraska Trust
Nebraska
$801K +$139K +5,529 +20%
CPA
1636
Clear Perspective Advisors
Illinois
$800K +$294K +11,732 +55%
VFPI
1637
Vantage Financial Partners (Illinois)
Illinois
$798K +$424K +16,898 +106%
SBA
1638
Secrest Blakey & Associates
North Carolina
$797K +$282K +11,217 +52%
BOS
1639
Bingham Osborn & Scarborough
California
$795K +$60.4K +2,406 +8%
GAM
1640
Garrison Asset Management
Arkansas
$791K +$200K +7,977 +32%
PFC
1641
Phocas Financial Corp
California
$789K +$32.1K +1,277 +4%
LC
1642
LCNB Corp
Ohio
$787K -$53.1K -2,114 -6%
KF
1643
Krilogy Financial
Missouri
$785K -$442K -17,615 -35%
FMB
1644
Field & Main Bank
Kentucky
$784K -$19.9K -794 -2%
CA
1645
Continuum Advisory
Idaho
$784K +$21.1K +842 +3%
BDS
1646
Banco de Sabadell
Florida
$774K +$796K +31,699 New
WCM
1647
Weik Capital Management
Pennsylvania
$772K +$188K +7,483 +31%
PFBT
1648
Parkside Financial Bank & Trust
Missouri
$769K -$113K -4,515 -12%
MCM
1649
Manchester Capital Management
Vermont
$768K +$100K +3,987 +14%
AWM
1650
Altavista Wealth Management
North Carolina
$767K -$36.7K -1,461 -4%

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.