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1,978 hedge funds and large institutions have $136B invested in AT&T in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 941 increasing their positions, 800 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 941 | Existing positions reduced: 800

17% more funds holding in top 10

Funds holding in top 10: 150175 (+25)

5% more capital invested

Capital invested by funds: $130B → $136B (+$6.67B)

1.07% more ownership

Funds ownership: 74.03%75.1% (+1.1%)

0% less funds holding

Funds holding: 1,9811,978 (-3)

28% less call options, than puts

Call options by funds: $3.51B | Put options by funds: $4.85B

Holders
1,978
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
49.3%
Holding in Top 10
175
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+16.67%
% of All Funds
4.36%
New
76
Increased
941
Reduced
800
Closed
60
Calls
$3.51B
Puts
$4.85B
Net Calls
-$1.34B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
RI
1726
Ridgewood Investments
New Jersey
$390K +$77.8K +2,742 +26%
BCM
1727
Blume Capital Management
California
$388K -$45.1K -1,589 -11%
CWM
1728
Confluence Wealth Management
Oregon
$385K +$22.8K +804 +7%
IAA
1729
Ironsides Asset Advisors
North Carolina
$384K
DA
1730
Dillon & Associates
Michigan
$383K +$10.7K +376 +3%
ACM
1731
Armbruster Capital Management
New York
$379K -$40.2K -1,417 -10%
TCMG
1732
TSP Capital Management Group
New Jersey
$376K +$361K +12,709 New
CIP
1733
Cornerstone Investment Partners
Georgia
$375K
BCI
1734
Brinker Capital Investments
Pennsylvania
$375K +$35.7K +1,257 +11%
WA
1735
WP Advisors
California
$372K +$511 +18 +0.1%
MIS
1736
Morningstar Investment Services
Illinois
$372K +$44.1K +1,552 +14%
FAM
1737
Fenimore Asset Management
New York
$371K +$40K +1,410 +13%
PFA
1738
Pure Financial Advisors
California
$370K +$7.3K +257 +2%
KSA
1739
Ken Stern & Associates
California
$370K +$351K +12,366 New
LD
1740
Lipe & Dalton
New York
$369K +$74.4K +2,621 +27%
CAAS
1741
Capital Asset Advisory Services
Michigan
$362K -$19.7K -695 -5%
AW
1742
Alpha Windward
Massachusetts
$361K -$8.37K -295 -2%
IGGA
1743
Iron Gate Global Advisors
Utah
$358K
BW
1744
Biegel & Waller
Maryland
$358K +$5.91K +208 +2%
SFA
1745
Stewardship Financial Advisors
Georgia
$355K +$568 +20 +0.2%
AA
1746
AlphaMark Advisors
Kentucky
$351K -$5.48K -193 -2%
ICM
1747
IMS Capital Management
Oregon
$350K -$11.3K -397 -3%
FM
1748
Family Management
New York
$350K +$426 +15 +0.1%
LA
1749
Lucus Advisors
New York
$349K -$22.2K -783 -6%
CWM
1750
Cedar Wealth Management
California
$349K +$43K +1,516 +15%

T Hedge Fund Activity: Q3 2017 in Review

1,978 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2017, worth a combined $136B — up 5.1% from $130B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new T positions and 60 closed out — a net gain of 16 holders — while 941 added to existing stakes and 800 trimmed.

The largest buyer was Bank of America, adding an estimated $436M. The largest seller was Capital International Investors, cutting an estimated $269M.

  • 1,978 institutional investors held AT&T (T) as of Q3 2017, down from 1,981 in Q2 2017.
  • Funds reported $136B of AT&T stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 76 funds opened new AT&T positions in Q3 2017 and 60 closed out, a net change of +16 holders.
  • The largest AT&T buyer in Q3 2017 was Bank of America, an estimated $436M added.
  • The largest AT&T seller in Q3 2017 was Capital International Investors, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2017.