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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
KP
1751
Keel Point
Alabama
$598K -$24.9K -1,016 -4%
IWA
1752
Inspirion Wealth Advisors
Illinois
$598K
MCIA
1753
Mountain Capital Investment Advisors
Colorado
$595K +$63K +2,570 +12%
BRC
1754
Bell Rock Capital
Delaware
$594K -$4.34K -177 -0.8%
CCM
1755
Condor Capital Management
New Jersey
$592K +$32.8K +1,338 +6%
NSAM
1756
North Star Asset Management
Wisconsin
$590K -$149K -6,077 -21%
SCG
1757
Sonata Capital Group
Washington
$590K +$15.5K +633 +3%
WP
1758
Wedgewood Partners
Missouri
$590K +$118K +4,830 +26%
CTB
1759
Country Trust Bank
Illinois
$587K -$19.8K -810 -3%
CT
1760
CPF Texas
Texas
$586K -$50.6K -2,064 -8%
CFA
1761
Cahill Financial Advisors
Minnesota
$585K +$148K +6,026 +35%
AWA
1762
Acorn Wealth Advisors
Michigan
$584K +$46K +1,878 +8%
KA
1763
Kaizen Advisory
Illinois
$583K
PWAG
1764
Polaris Wealth Advisory Group
California
$583K +$480K +19,590 +576%
HCC
1765
Hirtle Callaghan & Co
Pennsylvania
$578K
SM
1766
Salzhauer Michael
$578K
GFP
1767
Gryphon Financial Partners
Ohio
$577K -$1.37M -55,955 -71%
CYG
1768
Clean Yield Group
Vermont
$576K +$128K +5,223 +30%
CLOS
1769
Compagnie Lombard Odier SCmA
Switzerland
$575K -$11.6K -475 -2%
EWM
1770
Empirical Wealth Management
Washington
$575K +$44.7K +1,825 +9%
CP
1771
Cumberland Partners
Ontario, Canada
$573K +$36K +1,469 +7%
SIM
1772
SSI Investment Management
California
$572K -$2.96K -121 -0.5%
NIM
1773
Nexus Investment Management
Ontario, Canada
$571K
CG
1774
CFO4Life Group
Texas
$571K +$290K +11,834 +111%
WC
1775
Whitnell & Co
Illinois
$570K +$2.52K +103 +0.5%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.