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1,981 hedge funds and large institutions have $130B invested in AT&T in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 911 increasing their positions, 802 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 82

14% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 802

0% less funds holding

Funds holding: 1,9851,981 (-4)

0.38% less ownership

Funds ownership: 74.41%74.03% (-0.38%)

10% less capital invested

Capital invested by funds: $143B → $130B (-$13.7B)

38% less funds holding in top 10

Funds holding in top 10: 240150 (-90)

39% less call options, than puts

Call options by funds: $1.93B | Put options by funds: $3.14B

Holders
1,981
Holders Change
-4
Holders Change %
-0.2%
% of All Funds
49.38%
Holding in Top 10
150
Holding in Top 10 Change
-90
Holding in Top 10 Change %
-37.5%
% of All Funds
3.74%
New
96
Increased
911
Reduced
802
Closed
82
Calls
$1.93B
Puts
$3.14B
Net Calls
-$1.21B
Net Calls Change
-$2B
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1701
CapWealth Advisors
Tennessee
$404K -$34.2K -1,160 -8%
CCM
1702
Condor Capital Management
New Jersey
$400K +$28.2K +958 +7%
AAP
1703
Arax Advisory Partners
Colorado
$396K -$40K -1,358 -9%
CCA
1704
Clearwater Capital Advisors
Illinois
$396K -$2.51K -85 -0.6%
RCWMU
1705
Rothschild & Co Wealth Management (UK)
United Kingdom
$396K
JGUA
1706
John G. Ullman & Associates
New York
$396K +$409K +13,887 New
CSM
1707
CAMG Solamere Management
North Carolina
$395K -$65.3K -2,215 -14%
RHJA
1708
Rice Hall James & Associates
California
$392K
BWM
1709
Bernicke Wealth Management
Wisconsin
$392K +$156K +5,306 +63%
HHGA
1710
Halbert Hargrove Global Advisors
California
$386K -$6.16K -209 -2%
BIM
1711
Baldwin Investment Management
Pennsylvania
$385K -$65.2K -2,211 -14%
WA
1712
Wealth Architects
California
$385K -$28.3K -960 -7%
SC
1713
Saturna Capital
Washington
$383K
EWM
1714
Evermay Wealth Management
Virginia
$382K +$88 +3 +0%
HIC
1715
Harvey Investment Company
Kentucky
$381K
ECAM
1716
East Coast Asset Management
Massachusetts
$379K +$16.4K +556 +4%
FCT
1717
Family Capital Trust
Massachusetts
$377K -$27.4K -928 -7%
BPCA
1718
Bank Pictet & Cie (Asia)
Singapore
$377K
CIC
1719
Canal Insurance Company
South Carolina
$377K
LCM
1720
Lee Capital Management
New York
$377K
VWM
1721
Venturi Wealth Management
Texas
$377K +$89.2K +3,026 +30%
NFC
1722
Northeast Financial Consultants
Connecticut
$376K
GAM
1723
Gould Asset Management
California
$373K -$66K -2,238 -15%
LIA
1724
LBMC Investment Advisors
Tennessee
$373K -$42.7K -1,447 -10%
IAA
1725
Ironsides Asset Advisors
North Carolina
$370K

T Hedge Fund Activity: Q2 2017 in Review

1,981 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2017, worth a combined $130B — down 9.5% from $143B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new T positions and 82 closed out — a net gain of 14 holders — while 911 added to existing stakes and 802 trimmed.

The largest buyer was Vanguard Group, adding an estimated $353M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $365M sold.

  • 1,981 institutional investors held AT&T (T) as of Q2 2017, down from 1,985 in Q1 2017.
  • Funds reported $130B of AT&T stock for Q2 2017, down 9.5% quarter-over-quarter.
  • 96 funds opened new AT&T positions in Q2 2017 and 82 closed out, a net change of +14 holders.
  • The largest AT&T buyer in Q2 2017 was Vanguard Group, an estimated $353M added.
  • The largest AT&T seller in Q2 2017 was Arrowstreet Capital, an estimated $365M sold.

Based on aggregated 13F filings for Q2 2017.