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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
1832 Asset Management
1751
1832 Asset Management
Ontario, Canada
$482K -$22.5K -808 -4%
LD
1752
Lipe & Dalton
New York
$482K +$29.1K +1,046 +6%
HGWM
1753
Harvest Group Wealth Management
Massachusetts
$481K +$12.8K +461 +3%
CP
1754
Castleview Partners
Texas
$481K +$497K +17,873 New
SWA
1755
Sutton Wealth Advisors
Florida
$479K +$29.5K +1,059 +6%
NG
1756
Northstar Group
New York
$477K -$8.66K -311 -2%
AWM
1757
Aries Wealth Management
Maine
$476K -$18.8K -675 -4%
Marshall Wace
1758
Marshall Wace
United Kingdom
$476K +$492K +17,687 New
PAS
1759
Professional Advisory Services
Florida
$473K -$20.1K -722 -4%
DBT
1760
Dubuque Bank & Trust
Iowa
$473K -$17.8K -639 -4%
BRA
1761
Bender Robert & Associates
California
$468K -$2.03K -73 -0.4%
AIA
1762
Arbor Investment Advisors
North Carolina
$468K +$557 +20 +0.1%
HK
1763
Horizon Kinetics
New York
$467K -$50.8K -1,826 -10%
CAM
1764
Concorde Asset Management
Michigan
$465K -$29.5K -1,061 -6%
HC
1765
Henshaw Capital
Massachusetts
$463K
WP
1766
Wedgewood Partners
Missouri
$461K +$41.5K +1,490 +10%
TWM
1767
Titus Wealth Management
California
$460K +$23K +825 +5%
JIP
1768
Jaffetilchin Investment Partners
Florida
$460K +$142K +5,103 +43%
QAM
1769
QCI Asset Management
New York
$459K -$67.9K -2,438 -13%
SFC
1770
SYM Financial Corp
Indiana
$457K -$42.6K -1,531 -8%
MCIA
1771
Mountain Capital Investment Advisors
Colorado
$457K +$69.9K +2,510 +17%
AIM
1772
Acropolis Investment Management
Missouri
$456K -$28.1K -1,009 -6%
TCOO
1773
Trust Company of Oklahoma
Oklahoma
$456K -$131K -4,717 -22%
MLIC
1774
Mandatum Life Insurance Company
Finland
$454K -$709K -25,482 -60%
BCWM
1775
Blue Chip Wealth Management
Florida
$454K +$469K +16,858 New

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.