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1,981 hedge funds and large institutions have $130B invested in AT&T in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 911 increasing their positions, 802 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 82

14% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 802

0% less funds holding

Funds holding: 1,9851,981 (-4)

0.38% less ownership

Funds ownership: 74.41%74.03% (-0.38%)

10% less capital invested

Capital invested by funds: $143B → $130B (-$13.7B)

38% less funds holding in top 10

Funds holding in top 10: 240150 (-90)

39% less call options, than puts

Call options by funds: $1.93B | Put options by funds: $3.14B

Holders
1,981
Holders Change
-4
Holders Change %
-0.2%
% of All Funds
49.38%
Holding in Top 10
150
Holding in Top 10 Change
-90
Holding in Top 10 Change %
-37.5%
% of All Funds
3.74%
New
96
Increased
911
Reduced
802
Closed
82
Calls
$1.93B
Puts
$3.14B
Net Calls
-$1.21B
Net Calls Change
-$2B
Name Holding Trade Value Shares
Change
Change in
Stake
BW
1751
Biegel & Waller
Maryland
$339K +$45.6K +1,548 +15%
FM
1752
Family Management
New York
$337K -$40.1K -1,360 -10%
RPGK
1753
Retirement Planning Group (Kansas)
Kansas
$336K +$12.9K +437 +4%
AF
1754
Affiance Financial
Minnesota
$331K -$3.89K -132 -1%
ACM
1755
Ashford Capital Management
Delaware
$331K
ECM
1756
EagleClaw Capital Management
Massachusetts
$331K
SBL
1757
Sargent Bickham Lagudis
Colorado
$330K -$9.93K -337 -3%
CCMINC
1758
Cardinal Capital Management Inc (North Carolina)
North Carolina
$330K
VFA
1759
Virtus Fund Advisers
Connecticut
$327K
BWAM
1760
Boyd Watterson Asset Management
Ohio
$326K -$8.78K -298 -3%
BCI
1761
Brinker Capital Investments
Pennsylvania
$325K -$41.9K -1,421 -11%
PM
1762
Parametrica Management
Hong Kong
$324K -$56.9K -1,930 -15%
LCM
1763
Liberty Capital Management
Michigan
$324K -$15.6K -530 -4%
NED
1764
Nancy E. Dempze
$323K +$53.9K +1,827 +19%
BWM
1765
Baystate Wealth Management
Massachusetts
$322K -$295K -10,000 -46%
FBA
1766
Front Barnett Associates
Illinois
$321K -$12.9K -437 -4%
CCC
1767
Chelsea Counsel Company
California
$317K -$283K -9,589 -46%
FAM
1768
Fenimore Asset Management
New York
$317K +$39.8K +1,349 +14%
CG
1769
Corundum Group
Colorado
$315K +$29.3K +995 +10%
VFPI
1770
Vantage Financial Partners (Illinois)
Illinois
$314K +$323K +10,964 New
MIS
1771
Morningstar Investment Services
Illinois
$314K +$325K +11,017 New
MFW
1772
Meristem Family Wealth
Minnesota
$311K
IHL
1773
Investment House LLC
California
$309K -$19.1K -649 -6%
QAM
1774
Quantres Asset Management
Cayman Islands
$309K +$121K +4,105 +61%
HT
1775
Heritage Trust
Oklahoma
$308K -$57.7K -1,956 -15%

T Hedge Fund Activity: Q2 2017 in Review

1,981 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2017, worth a combined $130B — down 9.5% from $143B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new T positions and 82 closed out — a net gain of 14 holders — while 911 added to existing stakes and 802 trimmed.

The largest buyer was Vanguard Group, adding an estimated $353M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $365M sold.

  • 1,981 institutional investors held AT&T (T) as of Q2 2017, down from 1,985 in Q1 2017.
  • Funds reported $130B of AT&T stock for Q2 2017, down 9.5% quarter-over-quarter.
  • 96 funds opened new AT&T positions in Q2 2017 and 82 closed out, a net change of +14 holders.
  • The largest AT&T buyer in Q2 2017 was Vanguard Group, an estimated $353M added.
  • The largest AT&T seller in Q2 2017 was Arrowstreet Capital, an estimated $365M sold.

Based on aggregated 13F filings for Q2 2017.