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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
FLII
1701
First Long Island Investors
New York
$424K +$52.6K +1,853 +15%
IOOF
1702
Independent Order of Foresters
Ontario, Canada
$422K
TW
1703
Transform Wealth
Colorado
$422K +$405K +14,267 New
LI
1704
Lafayette Investments
Maryland
$421K -$3.52K -124 -0.9%
HCIA
1705
Hochman Cole Investment Advisors
Illinois
$419K -$28.6K -1,009 -7%
WPIC
1706
White Pine Investment Company
Michigan
$416K -$26.3K -927 -6%
MCIA
1707
Mountain Capital Investment Advisors
Colorado
$416K +$266K +9,374 +200%
PCMM
1708
Private Capital Management (Minnesota)
Minnesota
$411K -$31.9K -1,125 -7%
RCWMU
1709
Rothschild & Co Wealth Management (UK)
United Kingdom
$411K
JGUA
1710
John G. Ullman & Associates
New York
$408K -$2.81K -99 -0.7%
SDWMA
1711
Schneider Downs Wealth Management Advisors
Pennsylvania
$403K -$65.1K -2,294 -14%
BIM
1712
Baldwin Investment Management
Pennsylvania
$399K
SC
1713
Saturna Capital
Washington
$398K
AAP
1714
Arax Advisory Partners
Colorado
$397K -$13.2K -465 -3%
EDRIA
1715
Edmonds Duncan Registered Investment Advisors
Kansas
$396K -$4.74K -167 -1%
RHJA
1716
Rice Hall James & Associates
California
$395K -$12.2K -429 -3%
ML
1717
McAdam LLC
Pennsylvania
$394K -$47.7K -1,679 -11%
ECAM
1718
East Coast Asset Management
Massachusetts
$394K
WA
1719
Wealth Architects
California
$393K -$6.98K -246 -2%
BWM
1720
Baystate Wealth Management
Massachusetts
$393K +$52.9K +1,864 +16%
CIC
1721
Canal Insurance Company
South Carolina
$392K
FCT
1722
Family Capital Trust
Massachusetts
$392K
HPWM
1723
Highland Private Wealth Management
Washington
$391K -$44.4K -1,565 -11%
MWM
1724
MinichMacGregor Wealth Management
New York
$390K +$10.7K +378 +3%
AEPG
1725
American Economic Planning Group
New Jersey
$390K +$14.4K +508 +4%

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.