We are live on ! Find out more

2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
1676
Piershale Financial Group
Illinois
$576K +$8.54K +307 +1%
SCG
1677
Sonata Capital Group
Washington
$575K -$7.38K -265 -1%
WA1
1678
Wimmer Associates 1
California
$574K -$27.8K -998 -4%
HCP
1679
Holt Capital Partners
Texas
$574K +$10.1K +364 +2%
CWP
1680
Capital Wealth Planning
Florida
$574K +$593K +21,310 New
CHA
1681
Cedar Hill Associates
Illinois
$573K +$132K +4,756 +29%
CPA
1682
Clear Perspective Advisors
Illinois
$572K +$5.26K +189 +0.9%
REMPR
1683
Roof Eidam Maycock Peralta (REMP)
California
$572K +$5.51K +198 +0.9%
FCAG
1684
First Capital Advisors Group
New Jersey
$571K -$50K -1,795 -8%
PP
1685
Pegasus Partners
Wisconsin
$570K -$828K -29,765 -58%
CP
1686
Camelot Portfolios
Ohio
$570K +$590K +21,195 New
CCA
1687
Cobblestone Capital Advisors
New York
$567K -$90.8K -3,264 -13%
ODCM
1688
Old Dominion Capital Management
Virginia
$565K -$188K -6,763 -24%
MM
1689
Meridian Management
Arkansas
$565K -$1.67K -60 -0.3%
BFG
1690
Bouchey Financial Group
New York
$564K -$50.9K -1,829 -8%
VFP
1691
Verus Financial Partners
Virginia
$563K -$8.13K -292 -1%
BIA
1692
BHK Investment Advisors
Alabama
$562K +$76.3K +2,740 +15%
RWP
1693
RWA Wealth Partners
Massachusetts
$561K -$68.3K -2,453 -11%
SC
1694
Saybrook Capital
North Carolina
$560K -$208K -7,458 -26%
PFM
1695
Probabilities Fund Management
New York
$560K -$3.15K -113 -0.5%
AAC
1696
Asset Advisors Corp
Georgia
$558K +$86K +3,091 +18%
SIM
1697
SSI Investment Management
California
$557K -$8.99K -323 -2%
CBT
1698
Central Bank & Trust
Kentucky
$556K -$187K -6,734 -25%
KLWA
1699
Kelly Lawrence W & Associates
California
$556K -$77.4K -2,781 -12%
SSW
1700
Smith Shellnut Wilson
Mississippi
$555K -$131K -4,697 -19%

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.