We are live on ! Find out more

1,978 hedge funds and large institutions have $136B invested in AT&T in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 941 increasing their positions, 800 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 941 | Existing positions reduced: 800

17% more funds holding in top 10

Funds holding in top 10: 150175 (+25)

5% more capital invested

Capital invested by funds: $130B → $136B (+$6.67B)

1.07% more ownership

Funds ownership: 74.03%75.1% (+1.1%)

0% less funds holding

Funds holding: 1,9811,978 (-3)

28% less call options, than puts

Call options by funds: $3.51B | Put options by funds: $4.85B

Holders
1,978
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
49.3%
Holding in Top 10
175
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+16.67%
% of All Funds
4.36%
New
76
Increased
941
Reduced
800
Closed
60
Calls
$3.51B
Puts
$4.85B
Net Calls
-$1.34B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
1676
Intact Investment Management
Quebec, Canada
$470K
ACP
1677
Aveo Capital Partners
Colorado
$467K +$142 +5 +0%
CFA
1678
Camarda Financial Advisors
Florida
$465K -$2.44K -86 -0.5%
BIG
1679
Bellwether Investment Group
Tennessee
$464K +$1.33K +47 +0.3%
BEAM
1680
Baker Ellis Asset Management
Washington
$462K -$7.49K -264 -2%
CWM
1681
Concert Wealth Management
California
$458K -$428K -15,089 -49%
CD
1682
Carl Domino
Florida
$457K +$22.5K +794 +5%
IF
1683
IRON Financial
Illinois
$455K +$2.7K +95 +0.6%
MIFH
1684
Migdal Insurance & Financial Holdings
Israel
$454K +$20.9K +736 +5%
PHAM
1685
Palisades Hudson Asset Management
Florida
$453K -$46.5K -1,639 -10%
GVT
1686
Genesee Valley Trust
New York
$452K
HP
1687
HT Partners
Connecticut
$452K +$19.7K +694 +5%
CCA
1688
Clearwater Capital Advisors
Illinois
$452K +$39K +1,373 +10%
LIA
1689
LBMC Investment Advisors
Tennessee
$449K +$59.1K +2,082 +16%
KM
1690
Kalos Management
Georgia
$449K +$125K +4,402 +41%
BCA
1691
Bray Capital Advisors
Florida
$447K
WP
1692
Wedgewood Partners
Missouri
$446K +$2.84K +100 +0.7%
STB
1693
S&T Bank
Pennsylvania
$444K -$152K -5,338 -26%
GF
1694
Goodman Financial
Texas
$441K +$423K +14,895 New
GAM
1695
Gould Asset Management
California
$440K +$50.2K +1,768 +13%
GKWIM
1696
Gerber Kawasaki Wealth & Investment Management
California
$435K +$3.78K +133 +0.9%
LA
1697
Lau Associates
Delaware
$433K -$110K -3,877 -21%
CCM
1698
Condor Capital Management
New Jersey
$432K +$16K +562 +4%
NFC
1699
Northeast Financial Consultants
Connecticut
$429K +$37.1K +1,308 +10%
HIIFS
1700
Harel Insurance Investments & Financial Services
Israel
$429K +$263K +9,268 +177%

T Hedge Fund Activity: Q3 2017 in Review

1,978 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2017, worth a combined $136B — up 5.1% from $130B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new T positions and 60 closed out — a net gain of 16 holders — while 941 added to existing stakes and 800 trimmed.

The largest buyer was Bank of America, adding an estimated $436M. The largest seller was Capital International Investors, cutting an estimated $269M.

  • 1,978 institutional investors held AT&T (T) as of Q3 2017, down from 1,981 in Q2 2017.
  • Funds reported $136B of AT&T stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 76 funds opened new AT&T positions in Q3 2017 and 60 closed out, a net change of +16 holders.
  • The largest AT&T buyer in Q3 2017 was Bank of America, an estimated $436M added.
  • The largest AT&T seller in Q3 2017 was Capital International Investors, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2017.