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2,302 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1701
Segment Wealth Management
Texas
$681K +$49.9K +1,988 +8%
MFT
1702
Moisand Fitzgerald Tamayo
Florida
$679K -$26.6K -1,059 -4%
MC
1703
Marcus Capital
Illinois
$679K +$85.9K +3,421 +14%
UC
1704
Unio Capital
New Jersey
$677K -$66.2K -2,639 -9%
CWM
1705
Chesapeake Wealth Management
Virginia
$677K +$114K +4,553 +19%
WC
1706
Whitney & Co
New York
$676K -$2.32M -92,488 -77%
PBO
1707
Peoples Bank (Ohio)
Ohio
$675K +$64.3K +2,560 +10%
PM
1708
Penbrook Management
New York
$674K +$698K +27,800 New
BCM
1709
BTC Capital Management
Iowa
$666K +$333K +13,273 +93%
MWM
1710
Merriman Wealth Management
Washington
$665K +$74.4K +2,964 +12%
NIA
1711
Northstar Investment Advisors
Colorado
$663K -$142K -5,667 -17%
Tudor Investment Corp
1712
Tudor Investment Corp
Connecticut
$663K +$686K +27,327 New
SAM
1713
Sompo Asset Management
Japan
$661K -$96.4K -3,840 -12%
CWA
1714
Clarus Wealth Advisors
Arizona
$659K
PC
1715
Palo Capital
California
$658K +$681K +27,127 New
TSWM
1716
Triangle Securities Wealth Management
North Carolina
$654K -$10.7K -428 -2%
IIA
1717
IPG Investment Advisors
California
$652K -$86.4K -3,443 -11%
NSB
1718
Norway Savings Bank
Maine
$650K +$2.41K +96 +0.4%
QSS
1719
Quantitative Systematic Strategies
Florida
$650K +$673K +26,822 New
PCMC
1720
Paragon Capital Management (Colorado)
Colorado
$649K +$5.12K +204 +0.8%
LC
1721
Lourd Capital
California
$648K -$236K -9,391 -26%
LA
1722
Legacy Advisors
Pennsylvania
$647K +$515K +20,506 +331%
LWA
1723
Lowe Wealth Advisors
Maryland
$646K +$6.33K +252 +1%
FCH
1724
Freestone Capital Holdings
Washington
$645K +$116K +4,605 +21%
PIA
1725
Peachtree Investment Advisors
Georgia
$643K -$24.2K -964 -4%

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.