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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
NIA
1676
Northstar Investment Advisors
Colorado
$694K
KTM
1677
Keeler Thomas Management
Utah
$693K +$117K +4,761 +21%
BMCM
1678
Bryn Mawr Capital Management
Pennsylvania
$692K -$28.4K -1,158 -4%
SAM
1679
Sompo Asset Management
Japan
$692K +$661 +27 +0.1%
PBO
1680
Peoples Bank (Ohio)
Ohio
$689K -$16.2K -662 -2%
GLI
1681
Guardian Life Insurance
New York
$689K +$16.5K +674 +3%
SWM
1682
Segment Wealth Management
Texas
$687K -$25.8K -1,052 -4%
AAP
1683
Arax Advisory Partners
Colorado
$686K -$85.1K -3,476 -11%
IIC
1684
Integrated Investment Consultants
Michigan
$686K -$38K -1,550 -5%
AWM
1685
AllSquare Wealth Management
New York
$686K +$32.5K +1,328 +5%
VFPI
1686
Vantage Financial Partners (Illinois)
Illinois
$685K -$144K -5,893 -18%
CC
1687
Cedar Capital
Illinois
$683K -$84.8K -3,462 -11%
SHA
1688
Seneca House Advisors
Virginia
$682K +$248K +10,112 +60%
SMG
1689
Smart Money Group
Texas
$681K +$658K +26,849 New
LC
1690
Lourd Capital
California
$676K -$1.72K -70 -0.3%
CWM
1691
Connecticut Wealth Management
Connecticut
$676K +$23.4K +955 +4%
PIA
1692
Pinion Investment Advisors
Kansas
$674K -$52.7K -2,150 -7%
JGUA
1693
John G. Ullman & Associates
New York
$674K +$217K +8,879 +50%
BA
1694
BKS Advisors
Michigan
$672K -$57.2K -2,334 -8%
PIA
1695
Peachtree Investment Advisors
Georgia
$672K
CWM
1696
Chesapeake Wealth Management
Virginia
$671K -$35.3K -1,443 -5%
TSWM
1697
Triangle Securities Wealth Management
North Carolina
$671K -$12.2K -497 -2%
MIH
1698
Madison Investment Holdings
Wisconsin
$670K +$168K +6,846 +35%
LWCFA
1699
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$664K -$325K -13,249 -34%
GG
1700
GenWealth Group
New Jersey
$664K +$17.8K +725 +3%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.