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2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1676
Fragasso Financial Advisors
Pennsylvania
$625K -$16.1K -591 -3%
WCAMG
1677
Woodard & Company Asset Management Group
North Carolina
$624K +$581K +21,261 New
BI
1678
Ballast Inc
Kentucky
$624K +$581K +21,266 New
VFP
1679
Verus Financial Partners
Virginia
$622K -$137K -5,016 -19%
LTI
1680
Laffer Tengler Investments
Tennessee
$618K -$66.2K -2,425 -10%
REMPR
1681
Roof Eidam Maycock Peralta (REMP)
California
$618K -$26.2K -960 -4%
CPA
1682
Clear Perspective Advisors
Illinois
$618K +$96.7K +3,542 +20%
MM
1683
Meridian Management
Arkansas
$618K +$111K +4,076 +24%
SIM
1684
SSI Investment Management
California
$616K -$1.77K -65 -0.3%
HCP
1685
Holt Capital Partners
Texas
$615K
PP
1686
PDS Planning
Ohio
$608K +$566K +20,715 New
PFM
1687
Probabilities Fund Management
New York
$608K +$571K +20,895 New
NEPPG
1688
New England Professional Planning Group
Rhode Island
$605K +$573K +20,993 New
GHAM
1689
Gilman Hill Asset Management
Connecticut
$604K -$190K -6,951 -25%
NQWM
1690
Northwest Quadrant Wealth Management
Oregon
$603K -$1.42K -52 -0.2%
QPWM
1691
Quadrant Private Wealth Management
Pennsylvania
$603K +$560K +20,522 New
EWM
1692
Empirical Wealth Management
Washington
$601K +$29.7K +1,088 +6%
GD
1693
Grandfield & Dodd
New York
$600K -$17.8K -651 -3%
TIM
1694
Thompson Investment Management
Wisconsin
$600K +$3.25K +119 +0.6%
B
1695
Bailard
California
$597K -$20.7K -758 -4%
NERM
1696
New England Research & Management
Illinois
$593K
CFSG
1697
Community Financial Services Group
Vermont
$591K +$41.8K +1,530 +8%
TF
1698
TLWM Financial
Texas
$590K +$549K +20,096 New
KTM
1699
Keeler Thomas Management
Utah
$590K +$549K +20,109 New
PCM
1700
Penserra Capital Management
California
$589K -$107K -3,912 -16%

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.