T icon

AT&T
T

Overview Fund Activity

1,913 hedge funds and large institutions have $135B invested in AT&T in 2016 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 835 increasing their positions, 811 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,913
Holders Change
-18
Holders Change %
-0.93%
% of All Funds
51.12%
Holding in Top 10
281
Holding in Top 10 Change
-114
Holding in Top 10 Change %
-28.86%
% of All Funds
7.51%
New
75
Increased
835
Reduced
811
Closed
77
Calls
$2.72B
Puts
$3.39B
Net Calls
-$668M
Net Calls Change
-$1.1B

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$656M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$403M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$242M
4
State Street
State Street
Massachusetts
+$195M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$168M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$741M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$438M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$412M
4
TCP
Tourbillon Capital Partners
New York
-$300M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFWA
1776
RPg Family Wealth Advisory
Massachusetts
$244K -$121K -3,950 -33%
JWM
1777
Jacobus Wealth Management
Wisconsin
$243K +$81.1K +2,648 +50%
CHAM
1778
Clear Harbor Asset Management
Connecticut
$242K – – –
NCMG
1779
NCM Capital Management Group
North Carolina
$241K – – –
SLT
1780
St Louis Trust
Missouri
$241K – – –
VWM
1781
Venturi Wealth Management
Texas
$240K -$695K -22,641 -74%
BWFA
1782
Baltimore-Washington Financial Advisors
Maryland
$239K +$2.76K +90 +1%
SRCM
1783
Swift Run Capital Management
Virginia
$236K – – –
MMA
1784
Miracle Mile Advisors
California
$235K -$217K -7,071 -48%
FNBOH
1785
First National Bank of Hutchinson
Kansas
$235K – – –
DA
1786
Dillon & Associates
Michigan
$235K – – –
MCM
1787
Marathon Capital Management
Maryland
$235K +$24.4K +795 +12%
KFS
1788
Kissinger Financial Services
Maryland
$235K +$235K +7,654 New
MIS
1789
Morningstar Investment Services
Illinois
$234K -$3.37K -110 -1%
BWA
1790
Burt Wealth Advisors
Maryland
$231K -$9.95K -325 -4%
SIC
1791
Shoker Investment Counsel
Ohio
$231K +$2.3K +75 +1%
VA
1792
Valmark Advisers
Ohio
$231K +$231K +7,527 New
SCA
1793
Stillwater Capital Advisors
Pennsylvania
$230K -$10.7K -349 -4%
CHA
1794
Cedar Hill Associates
Illinois
$230K – – –
GA
1795
Gateway Advisory
New Jersey
$229K – – –
VHAM
1796
Van Hulzen Asset Management
California
$229K +$31.4K +1,022 +16%
BSWMG
1797
Barrington Strategic Wealth Management Group
Illinois
$228K -$10.6K -344 -4%
MIM
1798
Montgomery Investment Management
Maryland
$228K – – –
CCM
1799
Chickasaw Capital Management
Tennessee
$227K – – –
HIC
1800
Hartline Investment Corp
Illinois
$225K – – –
70 71
72
73 74