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1,978 hedge funds and large institutions have $136B invested in AT&T in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 941 increasing their positions, 800 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 941 | Existing positions reduced: 800

17% more funds holding in top 10

Funds holding in top 10: 150175 (+25)

5% more capital invested

Capital invested by funds: $130B → $136B (+$6.67B)

1.07% more ownership

Funds ownership: 74.03%75.1% (+1.1%)

0% less funds holding

Funds holding: 1,9811,978 (-3)

28% less call options, than puts

Call options by funds: $3.51B | Put options by funds: $4.85B

Holders
1,978
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
49.3%
Holding in Top 10
175
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+16.67%
% of All Funds
4.36%
New
76
Increased
941
Reduced
800
Closed
60
Calls
$3.51B
Puts
$4.85B
Net Calls
-$1.34B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
VSWA
1751
Vontobel Swiss Wealth Advisors
Switzerland
$349K +$101K +3,575 +44%
Aristotle Capital Management
1752
Aristotle Capital Management
California
$348K +$70.2K +2,472 +27%
AAM
1753
Autus Asset Management
Arizona
$347K +$121K +4,261 +57%
ACM
1754
Ashford Capital Management
Delaware
$344K
HT
1755
Heritage Trust
Oklahoma
$343K +$22.6K +795 +7%
Capital Fund Management (CFM)
1756
Capital Fund Management (CFM)
France
$341K -$3.13M -110,290 -91%
CCM
1757
Consolidated Capital Management
California
$340K +$326K +11,495 New
CW
1758
Cobiz Wealth
Colorado
$338K -$173K -6,092 -35%
DWM
1759
Dakota Wealth Management
Florida
$338K -$17.7K -622 -5%
BWAM
1760
Boyd Watterson Asset Management
Ohio
$338K -$596 -21 -0.2%
AF
1761
Affiance Financial
Minnesota
$335K -$7.52K -265 -2%
HCM
1762
Highlander Capital Management
New Jersey
$334K +$30.1K +1,059 +10%
IC
1763
InterOcean Capital
Illinois
$334K +$109K +3,840 +52%
FBA
1764
Front Barnett Associates
Illinois
$333K
PIM
1765
Profit Investment Management
Maryland
$329K -$25.4K -896 -7%
HHGA
1766
Halbert Hargrove Global Advisors
California
$328K -$69.9K -2,464 -18%
NP
1767
NorthRock Partners
Minnesota
$328K +$22.2K +783 +8%
BMM
1768
Berkshire Money Management
Massachusetts
$326K +$57 +2 +0%
ZF
1769
Zhang Financial
Michigan
$326K +$320K +11,278 New
WDL
1770
Well Done LLC
Michigan
$325K +$22.2K +781 +8%
MFW
1771
Meristem Family Wealth
Minnesota
$324K +$1.14K +40 +0.4%
CF
1772
Corrigan Financial
Rhode Island
$323K +$26.3K +928 +9%
CL
1773
Croft-Leominster
Maryland
$322K +$3.78K +133 +1%
MCM
1774
Matarin Capital Management
New York
$322K -$101K -3,550 -25%
GC
1775
Gilbert & Cook
Iowa
$320K -$276K -9,708 -47%

T Hedge Fund Activity: Q3 2017 in Review

1,978 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2017, worth a combined $136B — up 5.1% from $130B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new T positions and 60 closed out — a net gain of 16 holders — while 941 added to existing stakes and 800 trimmed.

The largest buyer was Bank of America, adding an estimated $436M. The largest seller was Capital International Investors, cutting an estimated $269M.

  • 1,978 institutional investors held AT&T (T) as of Q3 2017, down from 1,981 in Q2 2017.
  • Funds reported $136B of AT&T stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 76 funds opened new AT&T positions in Q3 2017 and 60 closed out, a net change of +16 holders.
  • The largest AT&T buyer in Q3 2017 was Bank of America, an estimated $436M added.
  • The largest AT&T seller in Q3 2017 was Capital International Investors, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2017.