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2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1651
Clarus Wealth Advisors
Arizona
$677K +$629K +23,047 New
SWM
1652
Segment Wealth Management
Texas
$676K -$5.16K -189 -0.8%
FCAG
1653
First Capital Advisors Group
New Jersey
$675K -$57.1K -2,091 -8%
HCC
1654
Hirtle Callaghan & Co
Pennsylvania
$669K
BFG
1655
Bouchey Financial Group
New York
$669K +$33.7K +1,233 +6%
CS
1656
Credential Securities
$667K -$7.15K -262 -1%
GWM
1657
GSB Wealth Management
Connecticut
$667K
LIA
1658
LBMC Investment Advisors
Tennessee
$666K +$205K +7,498 +49%
BMCM
1659
Bryn Mawr Capital Management
Pennsylvania
$665K
JWM
1660
Jackson Wealth Management
Florida
$663K +$901 +33 +0.1%
NIM
1661
Nexus Investment Management
Ontario, Canada
$661K
AWA
1662
Acorn Wealth Advisors
Michigan
$659K +$628K +23,010 New
PWAG
1663
Polaris Wealth Advisory Group
California
$657K -$142K -5,195 -19%
CF
1664
Centaurus Financial
California
$656K +$610K +22,343 New
WA1
1665
Wimmer Associates 1
California
$655K -$36.6K -1,341 -6%
CYG
1666
Clean Yield Group
Vermont
$655K -$6.99K -256 -1%
FNT
1667
First Nebraska Trust
Nebraska
$650K -$59K -2,162 -9%
CGA
1668
Crescent Grove Advisors
Illinois
$647K -$11.3K -412 -2%
ICP
1669
Ironvine Capital Partners
Nebraska
$642K +$597K +21,846 New
RP
1670
Rice Partnership
Hawaii
$642K +$597K +21,847 New
SBA
1671
Secrest Blakey & Associates
North Carolina
$639K +$594K +21,764 New
TCOO
1672
Trust Company of Oklahoma
Oklahoma
$636K +$119K +4,366 +25%
SCG
1673
Sonata Capital Group
Washington
$635K
HI
1674
Harrington Investments
California
$633K +$10.8K +394 +2%
PFG
1675
Piershale Financial Group
Illinois
$629K +$492 +18 +0.1%

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.