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2,302 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1651
Dorchester Wealth Management
Quebec, Canada
$767K +$66K +2,628 +9%
HIM
1652
Harbour Investment Management
Washington
$766K -$19.9K -794 -2%
OSNBOA
1653
Old Second National Bank of Aurora
Illinois
$765K -$50K -1,992 -6%
PFS
1654
Physicians Financial Services
North Carolina
$762K -$30K -1,197 -4%
TCM
1655
Traynor Capital Management
Pennsylvania
$759K -$105K -4,201 -12%
ACM
1656
AlphaStar Capital Management
North Carolina
$758K -$69.1K -2,753 -8%
OFS
1657
Orrstown Financial Services
Pennsylvania
$755K +$42.9K +1,708 +6%
BHB
1658
Bank Hapoalim BM
Israel
$747K +$104K +4,134 +16%
RWM
1659
Ritholtz Wealth Management
New York
$740K -$109K -4,344 -12%
AAP
1660
Arax Advisory Partners
Colorado
$739K +$26K +1,037 +4%
VIG
1661
Vienna Insurance Group
Poland
$739K -$16.2K -644 -2%
NEPWA
1662
New England Private Wealth Advisors
Massachusetts
$738K +$26K +1,036 +4%
GEA
1663
Glen Eagle Advisors
New Jersey
$738K -$11.4K -455 -1%
OA
1664
Outfitter Advisors
Virginia
$737K +$12.2K +488 +2%
SAM
1665
Shamrock Asset Management
Texas
$737K +$16.9K +673 +2%
CC
1666
Cedar Capital
Illinois
$737K +$345K +13,740 +82%
MHIM
1667
MacNealy Hoover Investment Management
Ohio
$734K
ACM
1668
Alethea Capital Management
Washington
$729K +$754K +30,042 New
HCM
1669
Harvest Capital Management
New Hampshire
$728K -$102K -4,045 -12%
EWM
1670
Endurance Wealth Management
Rhode Island
$728K +$52.3K +2,082 +7%
KC
1671
Kingfisher Capital
North Carolina
$727K +$212K +8,456 +39%
DBIA
1672
Dumont & Blake Investment Advisors
New Jersey
$725K -$8.61K -343 -1%
GI
1673
GS Investments
Minnesota
$723K +$15.6K +620 +2%
VHAM
1674
Van Hulzen Asset Management
California
$720K -$42K -1,675 -5%
EAM
1675
Evanson Asset Management
California
$719K +$24.3K +967 +3%

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.