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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1626
Traynor Capital Management
Pennsylvania
$773K -$20.1K -821 -3%
PSC
1627
Prentiss Smith & Co
Vermont
$772K -$414K -16,893 -36%
LFR
1628
Lehman Financial Resources
Pennsylvania
$769K +$129K +5,256 +21%
SAM
1629
Shamrock Asset Management
Texas
$765K -$5.8K -237 -0.8%
HIM
1630
Harbour Investment Management
Washington
$764K -$35.7K -1,457 -5%
CIA
1631
CSat Investment Advisory
Michigan
$763K +$142K +5,782 +24%
HCM
1632
Harvest Capital Management
New Hampshire
$760K -$1.3K -53 -0.2%
EWM
1633
Endurance Wealth Management
Rhode Island
$760K -$563 -23 -0.1%
CPIG
1634
Chicago Partners Investment Group
Illinois
$760K +$239K +9,742 +40%
PWM
1635
Perigon Wealth Management
California
$760K +$438K +17,869 +148%
EWF
1636
Epstein & White Financial
California
$755K -$257K -10,495 -26%
CAM
1637
Concorde Asset Management
Michigan
$754K +$113K +4,616 +18%
MCP
1638
Mirador Capital Partners
California
$753K +$165K +6,736 +29%
GI
1639
GS Investments
Minnesota
$749K -$6.81K -278 -0.9%
RAG
1640
Roof Advisory Group
Pennsylvania
$747K +$22K +897 +3%
LCM
1641
Leisure Capital Management
California
$744K -$179K -7,327 -20%
MHIM
1642
MacNealy Hoover Investment Management
Ohio
$744K -$22.7K -927 -3%
PFS
1643
Physicians Financial Services
North Carolina
$743K -$52.6K -2,147 -7%
MGAM
1644
McGowan Group Asset Management
Texas
$742K -$95.5K -3,898 -12%
DMK
1645
David M. Knott
$741K
NEPWA
1646
New England Private Wealth Advisors
Massachusetts
$738K -$33.3K -1,359 -4%
CNAM
1647
Campbell Newman Asset Management
Wisconsin
$731K
TAM
1648
Trillium Asset Management
Massachusetts
$731K +$11.5K +468 +2%
JCM
1649
Janney Capital Management
Pennsylvania
$731K +$88.7K +3,621 +14%
LOAMU
1650
Lombard Odier Asset Management (USA)
New York
$730K -$4.38M -178,740 -86%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.