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1,978 hedge funds and large institutions have $136B invested in AT&T in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 941 increasing their positions, 800 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 941 | Existing positions reduced: 800

17% more funds holding in top 10

Funds holding in top 10: 150175 (+25)

5% more capital invested

Capital invested by funds: $130B → $136B (+$6.67B)

1.07% more ownership

Funds ownership: 74.03%75.1% (+1.1%)

0% less funds holding

Funds holding: 1,9811,978 (-3)

28% less call options, than puts

Call options by funds: $3.51B | Put options by funds: $4.85B

Holders
1,978
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
49.3%
Holding in Top 10
175
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+16.67%
% of All Funds
4.36%
New
76
Increased
941
Reduced
800
Closed
60
Calls
$3.51B
Puts
$4.85B
Net Calls
-$1.34B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOO
1651
Trust Company of Oklahoma
Oklahoma
$511K -$7.24K -255 -1%
HC
1652
Henshaw Capital
Massachusetts
$509K
GIP
1653
Greatmark Investment Partners
Georgia
$509K
MM
1654
Meridian Management
Arkansas
$502K +$15K +529 +3%
BRF
1655
B. Riley Financial
California
$502K +$482K +16,963 New
MFT
1656
Moisand Fitzgerald Tamayo
Florida
$500K +$10.7K +378 +2%
MTC
1657
McDaniel Terry & Co
Texas
$499K +$21.2K +746 +5%
AIM
1658
Aspen Investment Management
Michigan
$498K
MMA
1659
Miracle Mile Advisors
California
$497K +$738 +26 +0.2%
CFA
1660
Cahill Financial Advisors
Minnesota
$494K +$55.3K +1,949 +13%
LJHT
1661
Laurie J. Hall Trustee
$493K
IFS
1662
Ifrah Financial Services
Arkansas
$491K -$9.31K -328 -2%
VCM
1663
Vision Capital Management
Oregon
$491K +$114 +4 +0%
SAMC
1664
Spectrum Asset Management (California)
California
$491K +$4.09K +144 +0.9%
AIM
1665
Acropolis Investment Management
Missouri
$491K +$7.83K +276 +2%
KPCM
1666
Kings Point Capital Management
New York
$490K -$32.6K -1,147 -6%
BWM
1667
Bernicke Wealth Management
Wisconsin
$489K +$79.2K +2,790 +20%
SFS
1668
Summit Financial Strategies
Ohio
$488K +$1.11K +39 +0.2%
GCMG
1669
Gyroscope Capital Management Group
Florida
$486K +$26.4K +929 +6%
SWA
1670
Sutton Wealth Advisors
Florida
$484K -$14.2K -501 -3%
BONST
1671
Bank of Nova Scotia Trust
Ontario, Canada
$483K +$8.8K +310 +2%
CA
1672
CapWealth Advisors
Tennessee
$478K +$56.4K +1,986 +14%
SS
1673
Sunbelt Securities
Texas
$478K +$459K +16,166 New
NVIM
1674
New Vernon Investment Management
Illinois
$473K
CPIG
1675
Chicago Partners Investment Group
Illinois
$472K +$211K +7,443 +88%

T Hedge Fund Activity: Q3 2017 in Review

1,978 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2017, worth a combined $136B — up 5.1% from $130B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new T positions and 60 closed out — a net gain of 16 holders — while 941 added to existing stakes and 800 trimmed.

The largest buyer was Bank of America, adding an estimated $436M. The largest seller was Capital International Investors, cutting an estimated $269M.

  • 1,978 institutional investors held AT&T (T) as of Q3 2017, down from 1,981 in Q2 2017.
  • Funds reported $136B of AT&T stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 76 funds opened new AT&T positions in Q3 2017 and 60 closed out, a net change of +16 holders.
  • The largest AT&T buyer in Q3 2017 was Bank of America, an estimated $436M added.
  • The largest AT&T seller in Q3 2017 was Capital International Investors, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2017.