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2,314 hedge funds and large institutions have $124B invested in AT&T in 2019 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 1,150 increasing their positions, 875 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 1,150 | Existing positions reduced: 875

10% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 115

10% more capital invested

Capital invested by funds: $112B → $124B (+$11.4B)

10% more funds holding in top 10

Funds holding in top 10: 122134 (+12)

4% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.77B

0.56% less ownership

Funds ownership: 72.37%71.81% (-0.56%)

1% less funds holding

Funds holding: 2,3282,314 (-14)

Holders
2,314
Holders Change
-14
Holders Change %
-0.6%
% of All Funds
50.09%
Holding in Top 10
134
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.84%
% of All Funds
2.9%
New
127
Increased
1,150
Reduced
875
Closed
115
Calls
$1.84B
Puts
$1.77B
Net Calls
+$67.8M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
BWCS
1651
Beirne Wealth Consulting Services
Connecticut
$688K +$21.4K +932 +3%
MHIM
1652
MacNealy Hoover Investment Management
Ohio
$686K -$17.6K -765 -3%
PK
1653
Pflug Koory
Nebraska
$684K +$759 +33 +0.1%
S
1654
SimplyRich
California
$683K -$18.3K -795 -3%
MAA
1655
Mraz Amerine & Associates
California
$680K -$594K -25,838 -47%
LWM
1656
Liberty Wealth Management
California
$680K +$17.5K +759 +3%
MGAM
1657
McGowan Group Asset Management
Texas
$678K -$3.93K -171 -0.6%
CT
1658
Clearstead Trust
Maine
$678K +$47.3K +2,054 +8%
HIM
1659
Harbour Investment Management
Washington
$677K -$43.4K -1,886 -6%
EWM
1660
Empirical Wealth Management
Washington
$677K +$142K +6,171 +28%
ROTUOC
1661
Regents of the University of California
California
$676K -$83.2K -3,615 -13%
CFSG
1662
Community Financial Services Group
Vermont
$676K +$33K +1,436 +5%
BCM
1663
Bluefin Capital Management
New York
$675K -$43.5M -1,890,004 -99%
SMG
1664
Smart Money Group
Texas
$675K +$37.2K +1,619 +6%
BWP
1665
Bernardo Wealth Planning
Pennsylvania
$670K +$38.4K +1,671 +6%
AWM
1666
Altavista Wealth Management
North Carolina
$669K -$62.7K -2,724 -9%
PFO
1667
Pathstone Family Office
New Jersey
$669K +$579K +25,161 +810%
BCP
1668
Blue Chip Partners
Michigan
$668K +$46.7K +2,028 +8%
CC
1669
Cypress Capital
Tennessee
$667K +$77.7K +3,379 +14%
PWPS
1670
Pinnacle Wealth Planning Services
Ohio
$666K +$74.9K +3,257 +13%
HCMNY
1671
Howard Capital Management (New York)
New York
$664K -$58.6K -2,547 -8%
NSB
1672
Norway Savings Bank
Maine
$664K +$9.66K +420 +2%
EHC
1673
Everett Harris & Co
California
$662K -$196K -8,527 -23%
ADL
1674
Asset Dedication LLC
California
$662K -$94.8K -4,122 -13%
SAM
1675
Shamrock Asset Management
Texas
$661K -$38.2K -1,659 -6%

T Hedge Fund Activity: Q1 2019 in Review

2,314 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2019, worth a combined $124B — up 10% from $112B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new T positions and 115 closed out — a net gain of 12 holders — while 1,150 added to existing stakes and 875 trimmed.

The largest buyer was State Street, adding an estimated $550M. The largest seller was T. Rowe Price Associates, cutting an estimated $490M.

  • 2,314 institutional investors held AT&T (T) as of Q1 2019, down from 2,328 in Q4 2018.
  • Funds reported $124B of AT&T stock for Q1 2019, up 10% quarter-over-quarter.
  • 127 funds opened new AT&T positions in Q1 2019 and 115 closed out, a net change of +12 holders.
  • The largest AT&T buyer in Q1 2019 was State Street, an estimated $550M added.
  • The largest AT&T seller in Q1 2019 was T. Rowe Price Associates, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2019.