We are live on ! Find out more

2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
1651
Freestone Capital Holdings
Washington
$730K +$53.8K +2,197 +8%
ROTUOC
1652
Regents of the University of California
California
$728K
LWA
1653
Lowe Wealth Advisors
Maryland
$727K +$49.7K +2,028 +8%
PCM
1654
Penserra Capital Management
California
$726K +$74.7K +3,048 +12%
HM
1655
Harvest Management
New York
$725K -$3.21M -131,210 -82%
ACM
1656
AlphaStar Capital Management
North Carolina
$725K -$65.2K -2,661 -9%
FC
1657
Financial Consulate
Maryland
$725K
AIA
1658
AIMZ Investment Advisors
California
$724K -$17.8K -728 -2%
OFS
1659
Orrstown Financial Services
Pennsylvania
$721K -$66.8K -2,728 -9%
PIC
1660
Portland Investment Counsel
Ontario, Canada
$719K -$318K -12,975 -31%
SLT
1661
St Louis Trust
Missouri
$714K
GEA
1662
Glen Eagle Advisors
New Jersey
$713K -$56.5K -2,308 -8%
MFT
1663
Moisand Fitzgerald Tamayo
Florida
$710K
LA
1664
Legacy Advisors
Pennsylvania
$703K +$24.7K +1,010 +4%
NG
1665
Northstar Group
New York
$703K +$191K +7,816 +41%
STA
1666
Summit Trail Advisors
New York
$701K +$227K +9,272 +51%
NSB
1667
Norway Savings Bank
Maine
$700K +$18K +733 +3%
KC
1668
Kingfisher Capital
North Carolina
$699K -$59.7K -2,437 -8%
SIMM
1669
Stillwater Investment Management (Minnesota)
Minnesota
$699K -$22.5K -918 -3%
FLI
1670
Family Legacy Inc
South Carolina
$698K -$503K -20,522 -43%
FC
1671
Ferris Capital
Massachusetts
$698K -$31.6K -1,288 -4%
CIP
1672
Cornerstone Investment Partners
Georgia
$697K +$28.5K +1,165 +4%
WCM
1673
Weik Capital Management
Pennsylvania
$696K -$107K -4,382 -14%
KFA
1674
Kelleher Financial Advisors
New York
$695K -$29.6K -1,210 -4%
IWP
1675
Icon Wealth Partners
Texas
$695K +$226K +9,235 +51%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.