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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
HJGA
1701
Hardman Johnston Global Advisors
Connecticut
$555K -$82K -2,947 -13%
GIP
1702
Greatmark Investment Partners
Georgia
$554K +$172K +6,183 +43%
IWC
1703
Integrated Wealth Concepts
Massachusetts
$551K +$50.7K +1,823 +10%
FPFS
1704
First Personal Financial Services
North Carolina
$549K -$110K -3,941 -16%
AI
1705
Accredited Investors
Minnesota
$548K +$16.4K +589 +3%
ECM
1706
Exchange Capital Management
Michigan
$547K +$563K +20,224 +24,663%
BCM
1707
Bienville Capital Management
New York
$543K -$120K -4,308 -18%
CB
1708
CNB Bank
Pennsylvania
$543K +$67.8K +2,437 +14%
SCP
1709
Sandhill Capital Partners
New York
$540K +$42.9K +1,543 +8%
TF
1710
TLWM Financial
Texas
$539K -$390 -14 -0.1%
LFR
1711
Lehman Financial Resources
Pennsylvania
$534K -$2.98K -107 -0.5%
FNBSF
1712
First National Bank Sioux Falls
South Dakota
$531K
WCAMG
1713
Woodard & Company Asset Management Group
North Carolina
$530K -$44.4K -1,596 -8%
VCM
1714
Versant Capital Management
Arizona
$527K +$30.3K +1,089 +6%
CA
1715
Cornerstone Advisory
Maryland
$526K -$189K -6,779 -26%
MSTVIM
1716
Messner & Smith Theme Value Investment Management
California
$524K
TCM
1717
Tradition Capital Management
New Jersey
$524K
JCM
1718
Janney Capital Management
Pennsylvania
$522K -$185K -6,640 -26%
NCM
1719
Nelson Capital Management
California
$522K -$3.7K -133 -0.7%
EWM
1720
Empirical Wealth Management
Washington
$520K -$31.7K -1,140 -6%
SAM
1721
Security Asset Management
New York
$520K +$24.7K +889 +5%
KTM
1722
Keeler Thomas Management
Utah
$519K -$23K -828 -4%
NAM
1723
NorthCoast Asset Management
Connecticut
$519K
GIM
1724
Greylin Investment Management
Virginia
$514K +$10.8K +388 +2%
MBT
1725
Montecito Bank & Trust
California
$513K -$5.15K -185 -1%

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.