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1,981 hedge funds and large institutions have $130B invested in AT&T in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 911 increasing their positions, 802 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 82

14% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 802

0% less funds holding

Funds holding: 1,9851,981 (-4)

0.38% less ownership

Funds ownership: 74.41%74.03% (-0.38%)

10% less capital invested

Capital invested by funds: $143B → $130B (-$13.7B)

38% less funds holding in top 10

Funds holding in top 10: 240150 (-90)

39% less call options, than puts

Call options by funds: $1.93B | Put options by funds: $3.14B

Holders
1,981
Holders Change
-4
Holders Change %
-0.2%
% of All Funds
49.38%
Holding in Top 10
150
Holding in Top 10 Change
-90
Holding in Top 10 Change %
-37.5%
% of All Funds
3.74%
New
96
Increased
911
Reduced
802
Closed
82
Calls
$1.93B
Puts
$3.14B
Net Calls
-$1.21B
Net Calls Change
-$2B
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1651
Vision Capital Management
Oregon
$473K -$5.07K -172 -1%
CFN
1652
Cordasco Financial Network
Florida
$471K -$78.1K -2,648 -14%
MFT
1653
Moisand Fitzgerald Tamayo
Florida
$471K +$131K +4,429 +37%
SAMC
1654
Spectrum Asset Management (California)
California
$469K -$7.78K -264 -2%
SFS
1655
Summit Financial Strategies
Ohio
$469K +$40.2K +1,365 +9%
CFSG
1656
Community Financial Services Group
Vermont
$468K -$83.5K -2,833 -15%
MM
1657
Meridian Management
Arkansas
$468K
AIM
1658
Acropolis Investment Management
Missouri
$465K +$29.6K +1,005 +7%
MTC
1659
McDaniel Terry & Co
Texas
$460K -$9.49K -322 -2%
JRP
1660
Jasper Ridge Partners
California
$457K
PWM
1661
Perigon Wealth Management
California
$456K -$237K -8,038 -33%
BONST
1662
Bank of Nova Scotia Trust
Ontario, Canada
$456K -$42.8K -1,452 -8%
NVIM
1663
New Vernon Investment Management
Illinois
$455K
USGIU
1664
U.S. Global Investors (USGI)
Texas
$455K +$350K +11,876 +299%
SDWMA
1665
Schneider Downs Wealth Management Advisors
Pennsylvania
$454K +$39.4K +1,337 +9%
BEAM
1666
Baker Ellis Asset Management
Washington
$453K -$11.7K -398 -2%
IIM
1667
Intact Investment Management
Quebec, Canada
$453K
EDRIA
1668
Edmonds Duncan Registered Investment Advisors
Kansas
$451K -$24.2K -822 -5%
CFA
1669
Camarda Financial Advisors
Florida
$450K +$12.4K +420 +3%
FFA
1670
Fragasso Financial Advisors
Pennsylvania
$450K +$14.2K +483 +3%
ACP
1671
Aveo Capital Partners
Colorado
$450K +$38.3K +1,298 +9%
GRP
1672
Global Retirement Partners
California
$449K +$9.67K +328 +2%
BIG
1673
Bellwether Investment Group
Tennessee
$446K -$14.5K -492 -3%
NG
1674
Northstar Group
New York
$445K -$30.1K -1,022 -6%
GCMG
1675
Gyroscope Capital Management Group
Florida
$442K -$4.63M -156,956 -91%

T Hedge Fund Activity: Q2 2017 in Review

1,981 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2017, worth a combined $130B — down 9.5% from $143B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new T positions and 82 closed out — a net gain of 14 holders — while 911 added to existing stakes and 802 trimmed.

The largest buyer was Vanguard Group, adding an estimated $353M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $365M sold.

  • 1,981 institutional investors held AT&T (T) as of Q2 2017, down from 1,985 in Q1 2017.
  • Funds reported $130B of AT&T stock for Q2 2017, down 9.5% quarter-over-quarter.
  • 96 funds opened new AT&T positions in Q2 2017 and 82 closed out, a net change of +14 holders.
  • The largest AT&T buyer in Q2 2017 was Vanguard Group, an estimated $353M added.
  • The largest AT&T seller in Q2 2017 was Arrowstreet Capital, an estimated $365M sold.

Based on aggregated 13F filings for Q2 2017.