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2,173 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, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
1751
LifePlan Financial Group
Ohio
$523K
CB
1752
CNB Bank
Pennsylvania
$520K +$484K +17,720 New
CIC
1753
Chilton Investment Company
Connecticut
$519K -$72.2K -2,644 -13%
WF
1754
WealthTrust Fairport
Ohio
$517K -$3.98M -145,764 -89%
AAC
1755
Asset Advisors Corp
Georgia
$517K -$221K -8,077 -31%
PCM
1756
Perritt Capital Management
Illinois
$517K -$23.5K -861 -5%
BCSB
1757
Bristol County Savings Bank
Massachusetts
$516K -$28.9K -1,059 -6%
AWM
1758
Aries Wealth Management
Maine
$514K +$499K +18,287 New
LC
1759
Landaas & Company
Wisconsin
$513K -$928 -34 -0.2%
BRA
1760
Bender Robert & Associates
California
$512K -$11.9K -437 -2%
RC
1761
Reik & Co
New York
$512K
HGWM
1762
Harvest Group Wealth Management
Massachusetts
$511K +$475K +17,393 New
AIA
1763
Arbor Investment Advisors
North Carolina
$510K +$546 +20 +0.1%
HC
1764
Henshaw Capital
Massachusetts
$505K
BFIC
1765
Bedell Frazier Investment Counselling
California
$505K +$469K +17,193 New
LWS
1766
Lucia Wealth Services
California
$504K +$468K +17,152 New
HIIFS
1767
Harel Insurance Investments & Financial Services
Israel
$501K +$69.7K +2,553 +18%
MSA
1768
Marino Stram & Associates
Massachusetts
$501K +$466K +17,060 New
SG
1769
Swarthmore Group
Pennsylvania
$500K -$44.3K -1,622 -9%
NCM
1770
Noesis Capital Mangement
Florida
$498K -$41K -1,500 -8%
MTC
1771
McDaniel Terry & Co
Texas
$495K
LD
1772
Lipe & Dalton
New York
$495K +$119K +4,369 +35%
CFA
1773
Cahill Financial Advisors
Minnesota
$493K +$2.48K +91 +0.5%
MMA
1774
Miracle Mile Advisors
California
$492K -$1.48K -54 -0.3%
LJHT
1775
Laurie J. Hall Trustee
$492K +$3.14K +115 +0.7%

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.