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2,587 hedge funds and large institutions have $158B invested in AT&T in 2019 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 1,092 increasing their positions, 949 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more first-time investments, than exits

New positions opened: 346 | Existing positions closed: 74

58% more call options, than puts

Call options by funds: $4.4B | Put options by funds: $2.79B

15% more repeat investments, than reductions

Existing positions increased: 1,092 | Existing positions reduced: 949

10% more funds holding

Funds holding: 2,3522,587 (+235)

4% more capital invested

Capital invested by funds: $151B → $158B (+$6.56B)

0.75% more ownership

Funds ownership: 72.53%73.28% (+0.75%)

2% less funds holding in top 10

Funds holding in top 10: 214209 (-5)

Holders
2,587
Holders Change
+235
Holders Change %
+9.99%
% of All Funds
50.97%
Holding in Top 10
209
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.34%
% of All Funds
4.12%
New
346
Increased
1,092
Reduced
949
Closed
74
Calls
$4.4B
Puts
$2.79B
Net Calls
+$1.61B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Change in
Stake
DTC
1751
Davidson Trust Company
Washington
$886K +$868K +30,052 New
PFC
1752
Phocas Financial Corp
California
$884K -$74.9K -2,595 -8%
SMG
1753
Smart Money Group
Texas
$883K +$4.1K +142 +0.5%
BWP
1754
Bernardo Wealth Planning
Pennsylvania
$882K -$6.38K -221 -0.7%
MMA
1755
Miracle Mile Advisors
California
$882K +$212K +7,330 +32%
CG
1756
CFO4Life Group
Texas
$881K +$202K +6,997 +31%
WA
1757
WESPAC Advisors
California
$880K +$53.9K +1,867 +7%
FAM
1758
Formidable Asset Management
Ohio
$880K +$872K +30,192 New
IAP
1759
Indie Asset Partners
Indiana
$878K +$859K +29,752 New
VCM
1760
Virtue Capital Management
Tennessee
$877K -$627K -21,723 -42%
PWP
1761
Principle Wealth Partners
Connecticut
$877K -$68.4K -2,370 -7%
WPIC
1762
White Pine Investment Company
Michigan
$877K -$12.2K -424 -1%
TCM
1763
Telos Capital Management
California
$877K +$186K +6,456 +28%
LMAM
1764
Legg Mason Asset Management
Japan
$876K +$27.2K +941 +3%
IWP
1765
Icon Wealth Partners
Texas
$874K -$2.19K -76 -0.3%
WP
1766
Wedgewood Partners
Missouri
$874K
MFG
1767
Menard Financial Group
Texas
$873K +$854K +29,578 New
PB
1768
Pinnacle Bancorp
Nebraska
$869K -$2.86K -99 -0.3%
WCM
1769
Weik Capital Management
Pennsylvania
$868K -$1.91K -66 -0.2%
HIM
1770
Hotaling Investment Management
Pennsylvania
$867K +$74.5K +2,580 +10%
ERIM
1771
Eagle Ridge Investment Management
Connecticut
$866K -$78.1K -2,704 -8%
OFS
1772
Orrstown Financial Services
Pennsylvania
$865K -$491 -17 -0.1%
MAM
1773
Morse Asset Management
Connecticut
$863K +$527K +18,238 +166%
GAM
1774
GQ Asset Management
New York
$862K -$183K -6,340 -18%
DMK
1775
David M. Knott
$862K

T Hedge Fund Activity: Q4 2019 in Review

2,587 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2019, worth a combined $158B — up 4.3% from $151B a quarter earlier.

Buyers outnumbered sellers: 346 funds opened new T positions and 74 closed out — a net gain of 272 holders — while 1,092 added to existing stakes and 949 trimmed.

The largest buyer was BlackRock, adding an estimated $714M. The largest seller was Fidelity Investments, cutting an estimated $448M.

  • 2,587 institutional investors held AT&T (T) as of Q4 2019, up from 2,352 in Q3 2019.
  • Funds reported $158B of AT&T stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 346 funds opened new AT&T positions in Q4 2019 and 74 closed out, a net change of +272 holders.
  • The largest AT&T buyer in Q4 2019 was BlackRock, an estimated $714M added.
  • The largest AT&T seller in Q4 2019 was Fidelity Investments, an estimated $448M sold.

Based on aggregated 13F filings for Q4 2019.