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2,302 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, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
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
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
1751
CPF Texas
Texas
$611K +$566K +22,534 +851%
CAM
1752
Concorde Asset Management
Michigan
$609K +$198K +7,887 +46%
LIM
1753
Lathrop Investment Management
Arkansas
$608K -$100K -3,999 -14%
LFR
1754
Lehman Financial Resources
Pennsylvania
$608K +$131K +5,214 +26%
SAA
1755
Southeast Asset Advisors
Georgia
$605K +$301 +12 +0%
KM
1756
Kalos Management
Georgia
$604K +$3.61K +144 +0.6%
NB
1757
Nicolet Bankshares
Wisconsin
$603K -$84.4K -3,364 -12%
CAS
1758
Cue Advisory Services
Arizona
$601K +$4.42K +176 +0.7%
OFW
1759
Omnia Family Wealth
Florida
$599K -$7.93K -316 -1%
MCMT
1760
Moon Capital Management (Tennessee)
Tennessee
$599K +$59.4K +2,365 +11%
KP
1761
Keel Point
Alabama
$596K +$26.6K +1,059 +5%
GHA
1762
GW Henssler & Associates
Georgia
$596K +$65.4K +2,606 +12%
BA
1763
Birinyi Associates
Connecticut
$596K +$617K +24,587 New
DLHL
1764
Donald L. Hagan LLC
Florida
$595K -$24.1K -962 -4%
FAM
1765
Formidable Asset Management
Ohio
$594K +$20.4K +811 +3%
BIA
1766
BHK Investment Advisors
Alabama
$594K +$91.2K +3,635 +17%
ITIM
1767
Indiana Trust & Investment Management
Indiana
$593K -$80.3K -3,199 -12%
CFSG
1768
Community Financial Services Group
Vermont
$593K +$37.5K +1,495 +7%
SP
1769
Successful Portfolios
Florida
$592K +$4.14K +165 +0.7%
PK
1770
Pflug Koory
Nebraska
$591K -$82.8K -3,299 -12%
BWM
1771
BigSur Wealth Management
Florida
$589K +$8.76K +349 +1%
NAM
1772
NorthCoast Asset Management
Connecticut
$589K +$126K +5,019 +26%
CIA
1773
CSat Investment Advisory
Michigan
$589K +$610K +24,287 New
GRP
1774
Global Retirement Partners
California
$588K -$54.8K -2,184 -8%
CPIG
1775
Chicago Partners Investment Group
Illinois
$587K +$231K +9,211 +61%

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.