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2,314 hedge funds and large institutions have $124B invested in AT&T in 2019 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 1,150 increasing their positions, 875 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 1,150 | Existing positions reduced: 875

10% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 115

10% more capital invested

Capital invested by funds: $112B → $124B (+$11.4B)

10% more funds holding in top 10

Funds holding in top 10: 122134 (+12)

4% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.77B

0.56% less ownership

Funds ownership: 72.37%71.81% (-0.56%)

1% less funds holding

Funds holding: 2,3282,314 (-14)

Holders
2,314
Holders Change
-14
Holders Change %
-0.6%
% of All Funds
50.09%
Holding in Top 10
134
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.84%
% of All Funds
2.9%
New
127
Increased
1,150
Reduced
875
Closed
115
Calls
$1.84B
Puts
$1.77B
Net Calls
+$67.8M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
PBO
1701
Peoples Bank (Ohio)
Ohio
$630K -$51.4K -2,235 -8%
AWA
1702
Acorn Wealth Advisors
Michigan
$628K +$13.6K +590 +2%
FLI
1703
Family Legacy Inc
South Carolina
$627K -$7.27K -316 -1%
MFS
1704
Monetta Financial Services
Illinois
$627K +$609K +26,480 New
FC
1705
Ferris Capital
Massachusetts
$626K -$3.96K -172 -0.6%
CEP
1706
Chicago Equity Partners
Illinois
$623K -$604K -26,268 -50%
HCM
1707
Howland Capital Management
Massachusetts
$622K -$223K -9,713 -27%
KC
1708
Kingfisher Capital
North Carolina
$621K -$19.5K -847 -3%
BBL
1709
Beck Bode LLC
Massachusetts
$620K -$145K -6,289 -19%
MCM
1710
Manchester Capital Management
Vermont
$617K -$129K -5,590 -18%
LI
1711
Lafayette Investments
Maryland
$617K +$206K +8,973 +53%
CC
1712
Cedar Capital
Illinois
$615K +$40.8K +1,772 +7%
RWM
1713
Ritholtz Wealth Management
New York
$615K +$65.6K +2,853 +12%
WBC
1714
West Branch Capital
Massachusetts
$615K +$67.2K +2,921 +13%
AF
1715
Arrow Financial
New York
$613K +$35.8K +1,556 +6%
PWM
1716
Perigon Wealth Management
California
$612K -$139K -6,042 -19%
JCM
1717
Janney Capital Management
Pennsylvania
$612K +$46.8K +2,035 +9%
PCM
1718
Penserra Capital Management
California
$612K +$603K +26,210 New
DC
1719
Diametric Capital
Massachusetts
$609K -$149K -6,497 -20%
OTPPB
1720
Ontario Teachers' Pension Plan Board
Ontario, Canada
$609K +$592K +25,717 New
FFA
1721
Fragasso Financial Advisors
Pennsylvania
$606K +$77.7K +3,376 +15%
GG
1722
GenWealth Group
New Jersey
$605K -$9.18K -399 -2%
GIA
1723
Gladstone Institutional Advisory
Florida
$604K -$92.3K -4,012 -14%
SFWC
1724
Strategic Family Wealth Counselors
New Jersey
$601K +$506 +22 +0.1%
LDFR
1725
Lehman & Derafelo Financial Resources
Pennsylvania
$597K -$15.2K -662 -3%

T Hedge Fund Activity: Q1 2019 in Review

2,314 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2019, worth a combined $124B — up 10% from $112B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new T positions and 115 closed out — a net gain of 12 holders — while 1,150 added to existing stakes and 875 trimmed.

The largest buyer was State Street, adding an estimated $550M. The largest seller was T. Rowe Price Associates, cutting an estimated $490M.

  • 2,314 institutional investors held AT&T (T) as of Q1 2019, down from 2,328 in Q4 2018.
  • Funds reported $124B of AT&T stock for Q1 2019, up 10% quarter-over-quarter.
  • 127 funds opened new AT&T positions in Q1 2019 and 115 closed out, a net change of +12 holders.
  • The largest AT&T buyer in Q1 2019 was State Street, an estimated $550M added.
  • The largest AT&T seller in Q1 2019 was T. Rowe Price Associates, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2019.