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2,587 hedge funds and large institutions have $158B invested in AT&T in 2019 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 1,092 increasing their positions, 949 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more first-time investments, than exits

New positions opened: 346 | Existing positions closed: 74

58% more call options, than puts

Call options by funds: $4.4B | Put options by funds: $2.79B

15% more repeat investments, than reductions

Existing positions increased: 1,092 | Existing positions reduced: 949

10% more funds holding

Funds holding: 2,3522,587 (+235)

4% more capital invested

Capital invested by funds: $151B → $158B (+$6.56B)

0.75% more ownership

Funds ownership: 72.53%73.28% (+0.75%)

2% less funds holding in top 10

Funds holding in top 10: 214209 (-5)

Holders
2,587
Holders Change
+235
Holders Change %
+9.99%
% of All Funds
50.97%
Holding in Top 10
209
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.34%
% of All Funds
4.12%
New
346
Increased
1,092
Reduced
949
Closed
74
Calls
$4.4B
Puts
$2.79B
Net Calls
+$1.61B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1651
Intercontinental Wealth Advisors
Texas
$1.05M -$864K -29,933 -45%
MVA
1652
Mount Vernon Associates
Maryland
$1.05M
JWA
1653
JFS Wealth Advisors
Pennsylvania
$1.05M -$166K -5,762 -14%
BOS
1654
Bingham Osborn & Scarborough
California
$1.04M +$21.6K +748 +2%
MCM
1655
Mork Capital Management
California
$1.04M
TA
1656
Tiedemann Advisors
New York
$1.04M -$69.6K -2,410 -6%
ACWM
1657
Adams Chetwood Wealth Management
North Carolina
$1.04M +$1.02M +35,259 New
GA
1658
Greytown Advisors
Florida
$1.04M -$8.49K -294 -0.8%
LWM
1659
Liberty Wealth Management
California
$1.04M +$25.4K +878 +3%
HL
1660
HeadInvest LLC
Maine
$1.04M +$35.4K +1,226 +4%
TC
1661
Trilogy Capital
California
$1.03M +$35.5K +1,229 +4%
EF
1662
Empirical Finance
Pennsylvania
$1.03M +$384K +13,316 +62%
RPC
1663
Rossmore Private Capital
Connecticut
$1.03M -$260 -9 -0%
AAMC
1664
Asset Allocation & Management Company
Illinois
$1.03M +$1M +34,748 New
VCM
1665
Vivaldi Capital Management
Illinois
$1.02M -$67.8K -2,348 -6%
SAM
1666
Sequent Asset Management
Texas
$1.02M -$3.81K -132 -0.4%
GG
1667
Gleason Group
Kentucky
$1.02M +$1M +34,738 New
DI
1668
DFPG Investments
Utah
$1.02M +$4.13K +143 +0.4%
CCMW
1669
Cypress Capital Management (Wyoming)
Wyoming
$1.02M -$69.4K -2,405 -7%
SC
1670
Sepio Capital
Utah
$1.01M -$138K -4,764 -12%
CFFP
1671
Center for Financial Planning
Michigan
$1.01M +$991K +34,337 New
AI
1672
ArchPoint Investors
Florida
$1.01M
HFA
1673
Huber Financial Advisors
Illinois
$1.01M +$5.8K +201 +0.6%
PHS
1674
Pekin Hardy Strauss
Illinois
$1.01M -$42.9K -1,485 -4%
CICI
1675
Capital Investment Counsel Inc
North Carolina
$1.01M -$45.2K -1,565 -4%

T Hedge Fund Activity: Q4 2019 in Review

2,587 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2019, worth a combined $158B — up 4.3% from $151B a quarter earlier.

Buyers outnumbered sellers: 346 funds opened new T positions and 74 closed out — a net gain of 272 holders — while 1,092 added to existing stakes and 949 trimmed.

The largest buyer was BlackRock, adding an estimated $714M. The largest seller was Fidelity Investments, cutting an estimated $448M.

  • 2,587 institutional investors held AT&T (T) as of Q4 2019, up from 2,352 in Q3 2019.
  • Funds reported $158B of AT&T stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 346 funds opened new AT&T positions in Q4 2019 and 74 closed out, a net change of +272 holders.
  • The largest AT&T buyer in Q4 2019 was BlackRock, an estimated $714M added.
  • The largest AT&T seller in Q4 2019 was Fidelity Investments, an estimated $448M sold.

Based on aggregated 13F filings for Q4 2019.