We are live on ! Find out more

2,587 hedge funds and large institutions have $158B invested in AT&T in 2019 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 1,092 increasing their positions, 949 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more first-time investments, than exits

New positions opened: 346 | Existing positions closed: 74

58% more call options, than puts

Call options by funds: $4.4B | Put options by funds: $2.79B

15% more repeat investments, than reductions

Existing positions increased: 1,092 | Existing positions reduced: 949

10% more funds holding

Funds holding: 2,3522,587 (+235)

4% more capital invested

Capital invested by funds: $151B → $158B (+$6.56B)

0.75% more ownership

Funds ownership: 72.53%73.28% (+0.75%)

2% less funds holding in top 10

Funds holding in top 10: 214209 (-5)

Holders
2,587
Holders Change
+235
Holders Change %
+9.99%
% of All Funds
50.97%
Holding in Top 10
209
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.34%
% of All Funds
4.12%
New
346
Increased
1,092
Reduced
949
Closed
74
Calls
$4.4B
Puts
$2.79B
Net Calls
+$1.61B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Change in
Stake
PGIM
1701
Pacific Global Investment Management
California
$974K +$92.7K +3,211 +11%
CFA
1702
Cahill Financial Advisors
Minnesota
$973K -$18K -624 -2%
AWA
1703
Acorn Wealth Advisors
Michigan
$972K +$7.57K +262 +0.8%
TFCM
1704
Taylor Frigon Capital Management
Arizona
$967K -$20.5K -709 -2%
SIC
1705
Samalin Investment Counsel
New York
$967K +$946K +32,772 New
LDFR
1706
Lehman & Derafelo Financial Resources
Pennsylvania
$966K +$55.9K +1,936 +6%
CC
1707
Cypress Capital
Tennessee
$965K +$35.5K +1,230 +4%
CA
1708
Capital Advantage
California
$964K -$71.5K -2,475 -7%
AWM
1709
Altavista Wealth Management
North Carolina
$964K -$58.4K -2,021 -6%
CFG
1710
Cooper Financial Group
California
$964K +$62.8K +2,176 +7%
FC
1711
Financial Consulate
Maryland
$964K +$185K +6,404 +24%
GAM
1712
Gemmer Asset Management
California
$959K +$2.25K +78 +0.2%
TAM
1713
Trillium Asset Management
Massachusetts
$958K -$684K -23,704 -42%
LCM
1714
Leisure Capital Management
California
$958K -$29.2K -1,011 -3%
RWP
1715
RWA Wealth Partners
Massachusetts
$957K +$35.2K +1,219 +4%
DBT
1716
Dubuque Bank & Trust
Iowa
$955K -$66.9K -2,318 -7%
RFN
1717
RDA Financial Network
Iowa
$954K -$6.47K -224 -0.7%
MAM
1718
Mastrapasqua Asset Management
Tennessee
$953K -$8.98K -311 -1%
CST
1719
Charles Schwab Trust
Nevada
$946K +$427K +14,804 +86%
GFS
1720
GYL Financial Synergies
Connecticut
$941K +$50.2K +1,739 +6%
IF
1721
IRON Financial
Illinois
$941K +$103K +3,584 +13%
AAP
1722
Arax Advisory Partners
Colorado
$940K +$2.28K +79 +0.2%
BBNA
1723
Bremer Bank National Association
Minnesota
$938K -$32.5K -1,124 -3%
FNC
1724
First National Corp
Massachusetts
$937K -$41.4K -1,434 -4%
WA
1725
Waverly Advisors
Alabama
$937K -$16K -555 -2%

T Hedge Fund Activity: Q4 2019 in Review

2,587 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2019, worth a combined $158B — up 4.3% from $151B a quarter earlier.

Buyers outnumbered sellers: 346 funds opened new T positions and 74 closed out — a net gain of 272 holders — while 1,092 added to existing stakes and 949 trimmed.

The largest buyer was BlackRock, adding an estimated $714M. The largest seller was Fidelity Investments, cutting an estimated $448M.

  • 2,587 institutional investors held AT&T (T) as of Q4 2019, up from 2,352 in Q3 2019.
  • Funds reported $158B of AT&T stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 346 funds opened new AT&T positions in Q4 2019 and 74 closed out, a net change of +272 holders.
  • The largest AT&T buyer in Q4 2019 was BlackRock, an estimated $714M added.
  • The largest AT&T seller in Q4 2019 was Fidelity Investments, an estimated $448M sold.

Based on aggregated 13F filings for Q4 2019.