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AT&T
T

Overview Fund Activity

2,167 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, 827 increasing their positions, 913 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,167
Holders Change
+195
Holders Change %
+9.89%
% of All Funds
49.22%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.43%
New
284
Increased
827
Reduced
913
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$359M
2
AAMU
Amundi Asset Management US
Massachusetts
+$359M
3
Goldman Sachs
Goldman Sachs
New York
+$314M
4
American Century Companies
American Century Companies
Missouri
+$293M
5
Morgan Stanley
Morgan Stanley
New York
+$266M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$560M
2
Bank of America
Bank of America
North Carolina
-$516M
3
Credit Agricole
Credit Agricole
France
-$277M
4
APG Asset Management
APG Asset Management
Netherlands
-$257M
5
PI
PGGM Investments
Netherlands
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
1726
Janiczek Wealth Management
Colorado
$547K – – –
IWC
1727
Integrated Wealth Concepts
Massachusetts
$547K +$547K +18,949 New
HFP
1728
Holistic Financial Partners
Indiana
$545K +$545K +18,562 New
SCP
1729
Sandhill Capital Partners
New York
$544K +$21.6K +737 +4%
SFC
1730
SYM Financial Corp
Indiana
$544K +$544K +18,510 New
VCM
1731
Versant Capital Management
Arizona
$543K -$42.3K -1,439 -7%
SAM
1732
Security Asset Management
New York
$541K – – –
CAM
1733
Concorde Asset Management
Michigan
$538K -$101K -3,434 -16%
CAM
1734
Congress Asset Management
Massachusetts
$537K -$4.41M -149,964 -89%
PAS
1735
Professional Advisory Services
Florida
$537K – – –
SM
1736
Salzhauer Michael
$537K – – –
SFM
1737
Signature Financial Management
Virginia
$536K -$174K -5,960 -25%
DBT
1738
Dubuque Bank & Trust
Iowa
$535K -$438K -14,914 -45%
BWM
1739
Bernicke Wealth Management
Wisconsin
$534K +$48.5K +1,653 +10%
VSWA
1740
Vontobel Swiss Wealth Advisors
Switzerland
$532K +$186K +6,322 +54%
BIA
1741
BHK Investment Advisors
Alabama
$532K +$532K +18,126 New
FPCP
1742
Fort Point Capital Partners
California
$530K +$17K +580 +3%
BWL
1743
Bogart Wealth LLC
Virginia
$530K +$349K +11,892 +193%
NG
1744
Northstar Group
New York
$529K +$1.7K +58 +0.3%
ARM
1745
Adirondack Research & Management
New York
$527K – – –
AIM
1746
Acropolis Investment Management
Missouri
$527K +$39.1K +1,331 +8%
LFG
1747
LifePlan Financial Group
Ohio
$523K – – –
CB
1748
CNB Bank
Pennsylvania
$520K +$520K +17,720 New
CIC
1749
Chilton Investment Company
Connecticut
$519K -$77.7K -2,644 -13%
WF
1750
WealthTrust Fairport
Ohio
$517K -$4.28M -145,764 -89%
68 69
70
71 72