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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
1726
Harrington Investments
California
$510K -$72.3K -2,599 -12%
EIG
1727
Ellenbecker Investment Group
Wisconsin
$510K +$2.17K +78 +0.4%
NEPPG
1728
New England Professional Planning Group
Rhode Island
$509K -$12K -430 -2%
SWM
1729
Shakespeare Wealth Management
Wisconsin
$508K
WC
1730
Whitnell & Co
Illinois
$507K -$24.7K -887 -4%
EF
1731
Empirical Finance
Pennsylvania
$506K +$595K +21,383 New
TIM
1732
Thompson Investment Management
Wisconsin
$505K -$47K -1,688 -8%
DAM
1733
Diamant Asset Management
Connecticut
$505K +$34.6K +1,244 +7%
GLI
1734
Guardian Life Insurance
New York
$504K -$212K -7,617 -29%
GD
1735
Grandfield & Dodd
New York
$504K -$47.4K -1,703 -8%
B
1736
Bailard
California
$504K -$44.9K -1,613 -8%
PAMG
1737
Patton Albertson Miller Group
Tennessee
$503K -$202K -7,245 -28%
OIM
1738
Orca Investment Management
Oregon
$503K -$3.67K -132 -0.7%
JWM
1739
Janiczek Wealth Management
Colorado
$502K
NERM
1740
New England Research & Management
Illinois
$501K -$44.2K -1,589 -8%
LFG
1741
LifePlan Financial Group
Ohio
$499K +$24K +864 +5%
CFA
1742
Cahill Financial Advisors
Minnesota
$497K +$46.8K +1,681 +10%
MF
1743
Magnetar Financial
Illinois
$497K +$513K +18,447 New
PP
1744
PDS Planning
Ohio
$493K -$67.1K -2,411 -12%
ZF
1745
Zhang Financial
Michigan
$492K +$220K +7,921 +74%
RI
1746
Ridgewood Investments
New Jersey
$489K +$43.7K +1,570 +9%
HCA
1747
Harbour Capital Advisors
Virginia
$488K -$14.8K -530 -3%
HFP
1748
Holistic Financial Partners
Indiana
$487K -$13.4K -481 -3%
BFIC
1749
Bedell Frazier Investment Counselling
California
$487K +$25.2K +906 +5%
ARM
1750
Adirondack Research & Management
New York
$483K

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.