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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
RTS
1701
Round Table Services
New Jersey
$664K +$99K +4,042 +18%
PHAM
1702
Palisades Hudson Asset Management
Florida
$662K -$4.07K -166 -0.6%
MLIC
1703
Mandatum Life Insurance Company
Finland
$662K +$215K +8,782 +51%
GHA
1704
GW Henssler & Associates
Georgia
$659K +$34.7K +1,415 +6%
PMFA
1705
Plante Moran Financial Advisors
Michigan
$658K -$7.01K -286 -1%
CFSG
1706
Community Financial Services Group
Vermont
$655K +$34.1K +1,392 +6%
MCTIC
1707
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$652K
CWA
1708
Clarus Wealth Advisors
Arizona
$651K +$29.2K +1,193 +5%
UC
1709
Unio Capital
New Jersey
$649K -$57K -2,325 -8%
AFS
1710
Access Financial Services
Minnesota
$648K +$49 +2 +0%
CM
1711
Columbus Macro
Pennsylvania
$648K +$48K +1,961 +8%
CGL
1712
Clarius Group LLC
Washington
$645K +$347K +14,178 +126%
HCM
1713
Hollencrest Capital Management
California
$644K +$666K +27,186 New
WA
1714
WP Advisors
California
$643K -$10.9K -445 -2%
BWL
1715
Bogart Wealth LLC
Virginia
$643K +$51.7K +2,110 +9%
BIA
1716
BHK Investment Advisors
Alabama
$639K +$16.7K +681 +3%
SP
1717
Successful Portfolios
Florida
$639K +$19.1K +780 +3%
PK
1718
Pflug Koory
Nebraska
$639K +$20.8K +851 +3%
AWM
1719
Avior Wealth Management
Nebraska
$637K +$196K +8,002 +47%
SAA
1720
Southeast Asset Advisors
Georgia
$633K +$318 +13 +0.1%
IWC
1721
Integrated Wealth Concepts
Massachusetts
$632K +$59K +2,410 +11%
MCMT
1722
Moon Capital Management (Tennessee)
Tennessee
$632K +$7.13K +291 +1%
CAS
1723
Cue Advisory Services
Arizona
$630K +$980 +40 +0.2%
WBC
1724
West Branch Capital
Massachusetts
$630K +$82.9K +3,386 +16%
LSAG
1725
Lake Street Advisors Group
New Hampshire
$628K -$433K -17,692 -42%

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.