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2,352 hedge funds and large institutions have $151B invested in AT&T in 2019 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 1,120 increasing their positions, 907 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 71

31% more funds holding in top 10

Funds holding in top 10: 163214 (+51)

23% more repeat investments, than reductions

Existing positions increased: 1,120 | Existing positions reduced: 907

14% more capital invested

Capital invested by funds: $133B → $151B (+$18.8B)

2% more funds holding

Funds holding: 2,3072,352 (+45)

2% more call options, than puts

Call options by funds: $3.07B | Put options by funds: $3B

0.6% more ownership

Funds ownership: 71.93%72.53% (+0.6%)

Holders
2,352
Holders Change
+45
Holders Change %
+1.95%
% of All Funds
51.57%
Holding in Top 10
214
Holding in Top 10 Change
+51
Holding in Top 10 Change %
+31.29%
% of All Funds
4.69%
New
136
Increased
1,120
Reduced
907
Closed
71
Calls
$3.07B
Puts
$3B
Net Calls
+$71M
Net Calls Change
-$536M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1626
Wittenberg Investment Management
Massachusetts
$929K -$1.09M -41,170 -56%
WCMN
1627
Westchester Capital Management (Nebraska)
Nebraska
$928K
SFS
1628
Strategic Financial Services
New York
$927K -$108K -4,086 -11%
GAM
1629
Gemmer Asset Management
California
$926K -$94.4K -3,563 -10%
LKIM
1630
Lawson Kroeker Investment Management
Nebraska
$924K -$52.6K -1,986 -6%
GSWM
1631
Golden State Wealth Management
California
$918K +$371K +14,022 +78%
PWP
1632
Principle Wealth Partners
Connecticut
$917K +$436K +16,447 +105%
ADL
1633
Asset Dedication LLC
California
$916K -$4.53K -171 -0.5%
ERIM
1634
Eagle Ridge Investment Management
Connecticut
$916K +$5.27K +199 +0.6%
CWM
1635
Connecticut Wealth Management
Connecticut
$916K +$344K +12,985 +68%
OC
1636
Oakworth Capital
Alabama
$915K -$156K -5,895 -16%
MIH
1637
Madison Investment Holdings
Wisconsin
$914K +$202K +7,637 +31%
MMHP
1638
Murphy Middleton Hinkle & Parker
Georgia
$912K -$16.3K -615 -2%
ECG
1639
Edge Capital Group
Georgia
$911K -$158K -5,963 -16%
AAP
1640
Arax Advisory Partners
Colorado
$908K +$2.36K +89 +0.3%
CGA
1641
Crescent Grove Advisors
Illinois
$902K +$46K +1,735 +6%
MMG
1642
Monetary Management Group
Missouri
$901K +$35.1K +1,324 +4%
CC
1643
Cypress Capital
Tennessee
$899K +$48.6K +1,834 +6%
LSAG
1644
Lake Street Advisors Group
New Hampshire
$895K +$43.7K +1,651 +5%
PFA
1645
Paradigm Financial Advisors
Missouri
$894K -$127K -4,783 -13%
RWP
1646
RWA Wealth Partners
Massachusetts
$892K +$60.5K +2,285 +8%
HA
1647
Halsey Associates
Connecticut
$888K +$39.2K +1,479 +5%
CWA
1648
Clarus Wealth Advisors
Arizona
$887K -$106K -4,005 -11%
PL
1649
Parthenon LLC
Kentucky
$887K -$7.87K -297 -0.9%
BCP
1650
Blue Chip Partners
Michigan
$886K +$11.7K +441 +1%

T Hedge Fund Activity: Q3 2019 in Review

2,352 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2019, worth a combined $151B — up 14% from $133B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new T positions and 71 closed out — a net gain of 65 holders — while 1,120 added to existing stakes and 907 trimmed.

The largest buyer was BlackRock, adding an estimated $1.21B. The largest seller was State of New Jersey Common Pension Fund D, cutting an estimated $335M.

  • 2,352 institutional investors held AT&T (T) as of Q3 2019, up from 2,307 in Q2 2019.
  • Funds reported $151B of AT&T stock for Q3 2019, up 14% quarter-over-quarter.
  • 136 funds opened new AT&T positions in Q3 2019 and 71 closed out, a net change of +65 holders.
  • The largest AT&T buyer in Q3 2019 was BlackRock, an estimated $1.21B added.
  • The largest AT&T seller in Q3 2019 was State of New Jersey Common Pension Fund D, an estimated $335M sold.

Based on aggregated 13F filings for Q3 2019.