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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
JT
1726
Jump Trading
Illinois
$624K +$512K +20,905 +564%
PCMC
1727
Paragon Capital Management (Colorado)
Colorado
$623K -$54.5K -2,225 -8%
DLHL
1728
Donald L. Hagan LLC
Florida
$622K
MCM
1729
Manchester Capital Management
Vermont
$620K -$177K -7,209 -23%
PS
1730
Portfolio Solutions
Michigan
$618K -$25.8K -1,053 -4%
LIA
1731
LBMC Investment Advisors
Tennessee
$618K -$21.7K -886 -4%
MFG
1732
Monte Financial Group
Connecticut
$617K -$28.3K -1,157 -5%
FAM
1733
Formidable Asset Management
Ohio
$617K -$9.68K -395 -2%
CRWM
1734
Castle Rock Wealth Management
California
$617K +$647K +26,398 New
GRP
1735
Global Retirement Partners
California
$615K +$563 +23 +0.1%
MWM
1736
Merriman Wealth Management
Washington
$614K -$78.9K -3,220 -12%
OLA
1737
Oliver Luxxe Assets
New Jersey
$614K +$18.6K +759 +3%
Connor, Clark & Lunn Investment Management (CC&L)
1738
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$612K -$46.4M -1,893,194 -99%
ITIM
1739
Indiana Trust & Investment Management
Indiana
$612K -$7.67K -313 -1%
GC
1740
Gratus Capital
Georgia
$612K +$129K +5,263 +28%
OFW
1741
Omnia Family Wealth
Florida
$610K -$16K -653 -3%
MWP
1742
Moller Wealth Partners
$610K
IIA
1743
IPG Investment Advisors
California
$610K -$69.6K -2,840 -11%
PAI
1744
Pittenger & Anderson Inc
Nebraska
$608K +$14K +570 +2%
CQS
1745
Credential Qtrade Securities
$608K +$587K +23,968 New
CFA
1746
Camarda Financial Advisors
Florida
$605K +$172K +7,031 +42%
PCP
1747
Proficio Capital Partners
Massachusetts
$600K +$2.4K +98 +0.4%
MIP
1748
Marietta Investment Partners
Wisconsin
$599K
AAIM
1749
Asset Advisors Investment Management
Georgia
$599K +$579K +23,625 New
CGA
1750
Crescent Grove Advisors
Illinois
$598K -$53.9K -2,201 -9%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.