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AT&T
T

Overview Fund Activity

2,480 hedge funds and large institutions have $115B invested in AT&T in 2020 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 1,108 increasing their positions, 1,089 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,480
Holders Change
-98
Holders Change %
-3.8%
% of All Funds
54.78%
Holding in Top 10
156
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-25.36%
% of All Funds
3.45%
New
120
Increased
1,108
Reduced
1,089
Closed
179
Calls
$1.63B
Puts
$1.97B
Net Calls
-$340M
Net Calls Change
-$1.95B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$536M
2
Charles Schwab
Charles Schwab
California
+$364M
3
Renaissance Technologies
Renaissance Technologies
New York
+$299M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$232M
5
Newport Trust Company
Newport Trust Company
District of Columbia
+$181M

Top Sellers

1
BlackRock
BlackRock
New York
-$561M
2
CS
Credit Suisse
Switzerland
-$423M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$411M
4
Morgan Stanley
Morgan Stanley
New York
-$383M
5
CSIA
Charles Schwab Investment Advisory
California
-$342M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTC
1701
Davidson Trust Company
Washington
$683K +$22.8K +1,036 +3%
YMRC
1702
Yorktown Management & Research Company
Virginia
$682K -$277K -12,578 -29%
AFAS
1703
Acorn Financial Advisory Services
Virginia
$682K +$171K +7,757 +33%
EAM
1704
Evanson Asset Management
California
$680K -$3.31M -150,229 -83%
RWP
1705
RWA Wealth Partners
Massachusetts
$680K -$33.3K -1,513 -5%
BBNA
1706
Bremer Bank National Association
Minnesota
$676K -$24.8K -1,126 -4%
HKAM
1707
Horizon Kinetics Asset Management
New York
$675K +$49.1K +2,229 +8%
HIM
1708
Hotaling Investment Management
Pennsylvania
$674K +$28.1K +1,278 +4%
LWA
1709
Lineweaver Wealth Advisors
Ohio
$672K +$10.8K +490 +2%
MMC
1710
Mizuho Markets Cayman
Cayman Islands
$671K +$671K +30,490 New
VWM
1711
Vigilare Wealth Management
Arizona
$670K -$9.38K -426 -1%
AI
1712
Accredited Investors
Minnesota
$668K +$154 +7 +0%
WA
1713
WESPAC Advisors
California
$668K +$12.1K +549 +2%
IAP
1714
Indie Asset Partners
Indiana
$667K +$12.1K +550 +2%
IWP
1715
Icon Wealth Partners
Texas
$667K +$14.9K +678 +2%
APF
1716
Alaska Permanent Fund
Alaska
$666K +$666K +30,240 New
FAM
1717
Formidable Asset Management
Ohio
$665K +$330 +15 +0%
UBG
1718
United Bank (Georgia)
Georgia
$664K -$197K -8,938 -23%
OFS
1719
Orrstown Financial Services
Pennsylvania
$664K -$2.07K -94 -0.3%
TAM
1720
Trillium Asset Management
Massachusetts
$662K -$52.2K -2,370 -7%
PB
1721
Pinnacle Bancorp
Nebraska
$661K +$12.2K +556 +2%
PFC
1722
Phocas Financial Corp
California
$660K +$1.47K +67 +0.2%
VPIM
1723
Vanguard Personalized Indexing Management
California
$660K +$660K +29,995 New
WCM
1724
Weik Capital Management
Pennsylvania
$659K +$12.1K +548 +2%
JCM
1725
Janney Capital Management
Pennsylvania
$658K +$99.4K +4,516 +18%
67 68
69
70 71