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AT&T
T

Overview Fund Activity

2,296 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,314 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,296
Holders Change
+143
Holders Change %
+6.64%
% of All Funds
52.64%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,314
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.65B
2
BlackRock
BlackRock
New York
+$2.16B
3
Dodge & Cox
Dodge & Cox
California
+$1.46B
4
State Street
State Street
Massachusetts
+$1.19B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$618M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$658M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$370M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$279M
4
Ameriprise
Ameriprise
Minnesota
-$243M
5
EVM
Eaton Vance Management
Massachusetts
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAA
1751
Southeast Asset Advisors
Georgia
$605K +$291 +12 +0%
KM
1752
Kalos Management
Georgia
$604K +$3.78K +144 +0.6%
NB
1753
Nicolet Bankshares
Wisconsin
$603K -$81.6K -3,364 -12%
CAS
1754
Cue Advisory Services
Arizona
$601K +$4.27K +176 +0.7%
OFW
1755
Omnia Family Wealth
Florida
$599K -$7.66K -316 -1%
MCMT
1756
Moon Capital Management (Tennessee)
Tennessee
$599K +$57.4K +2,365 +11%
KP
1757
Keel Point
Alabama
$596K +$25.7K +1,059 +5%
GHA
1758
GW Henssler & Associates
Georgia
$596K +$63.2K +2,606 +12%
BA
1759
Birinyi Associates
Connecticut
$596K +$596K +24,587 New
DLHL
1760
Donald L. Hagan LLC
Florida
$595K -$23.4K -962 -4%
FAM
1761
Formidable Asset Management
Ohio
$594K +$19.7K +811 +3%
BIA
1762
BHK Investment Advisors
Alabama
$594K +$88.1K +3,635 +17%
ITIM
1763
Indiana Trust & Investment Management
Indiana
$593K -$77.7K -3,199 -12%
CFSG
1764
Community Financial Services Group
Vermont
$593K +$36.3K +1,495 +7%
SP
1765
Successful Portfolios
Florida
$592K +$4K +165 +0.7%
PK
1766
Pflug Koory
Nebraska
$591K -$80K -3,299 -12%
BWM
1767
BigSur Wealth Management
Florida
$589K +$8.46K +349 +1%
NAM
1768
NorthCoast Asset Management
Connecticut
$589K +$122K +5,019 +26%
CIA
1769
CSat Investment Advisory
Michigan
$589K +$589K +24,287 New
GRP
1770
Global Retirement Partners
California
$588K -$53K -2,184 -8%
CPIG
1771
Chicago Partners Investment Group
Illinois
$587K +$223K +9,211 +61%
MWP
1772
Moller Wealth Partners
$583K – – –
FWM
1773
Focused Wealth Management
New York
$582K +$15.5K +640 +3%
CTB
1774
Country Trust Bank
Illinois
$581K +$7.97K +329 +1%
CA
1775
Cornerstone Advisory
Maryland
$577K +$103K +4,261 +22%
69 70
71
72 73