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2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
OIM
1726
Orca Investment Management
Oregon
$552K
1832 Asset Management
1727
1832 Asset Management
Ontario, Canada
$549K -$1.35M -49,361 -72%
GIM
1728
Greylin Investment Management
Virginia
$549K
HCA
1729
Harbour Capital Advisors
Virginia
$547K -$235K -8,618 -32%
JWM
1730
Janiczek Wealth Management
Colorado
$547K
IWC
1731
Integrated Wealth Concepts
Massachusetts
$547K +$517K +18,949 New
HFP
1732
Holistic Financial Partners
Indiana
$545K +$507K +18,562 New
SCP
1733
Sandhill Capital Partners
New York
$544K +$20.1K +737 +4%
SFC
1734
SYM Financial Corp
Indiana
$544K +$505K +18,510 New
VCM
1735
Versant Capital Management
Arizona
$543K -$39.3K -1,439 -7%
SAM
1736
Security Asset Management
New York
$541K
CAM
1737
Concorde Asset Management
Michigan
$538K -$93.8K -3,434 -16%
CAM
1738
Congress Asset Management
Massachusetts
$537K -$4.1M -149,964 -89%
PAS
1739
Professional Advisory Services
Florida
$537K
SM
1740
Salzhauer Michael
$537K
SFM
1741
Signature Financial Management
Virginia
$536K -$163K -5,960 -25%
DBT
1742
Dubuque Bank & Trust
Iowa
$535K -$407K -14,914 -45%
BWM
1743
Bernicke Wealth Management
Wisconsin
$534K +$45.1K +1,653 +10%
VSWA
1744
Vontobel Swiss Wealth Advisors
Switzerland
$532K +$173K +6,322 +54%
BIA
1745
BHK Investment Advisors
Alabama
$532K +$495K +18,126 New
FPCP
1746
Fort Point Capital Partners
California
$530K +$15.8K +580 +3%
BWL
1747
Bogart Wealth LLC
Virginia
$530K +$325K +11,892 +193%
NG
1748
Northstar Group
New York
$529K +$1.58K +58 +0.3%
ARM
1749
Adirondack Research & Management
New York
$527K
AIM
1750
Acropolis Investment Management
Missouri
$527K +$36.3K +1,331 +8%

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.