We are live on ! Find out more

1,978 hedge funds and large institutions have $136B invested in AT&T in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 941 increasing their positions, 800 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 941 | Existing positions reduced: 800

17% more funds holding in top 10

Funds holding in top 10: 150175 (+25)

5% more capital invested

Capital invested by funds: $130B → $136B (+$6.67B)

1.07% more ownership

Funds ownership: 74.03%75.1% (+1.1%)

0% less funds holding

Funds holding: 1,9811,978 (-3)

28% less call options, than puts

Call options by funds: $3.51B | Put options by funds: $4.85B

Holders
1,978
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
49.3%
Holding in Top 10
175
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+16.67%
% of All Funds
4.36%
New
76
Increased
941
Reduced
800
Closed
60
Calls
$3.51B
Puts
$4.85B
Net Calls
-$1.34B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
1776
Syntal Capital Partners
Texas
$319K +$95.1K +3,350 +45%
CCC
1777
Chelsea Counsel Company
California
$317K -$11.3K -397 -4%
VST
1778
Van Strum & Towne
California
$316K
BWA
1779
BlueSky Wealth Advisors
North Carolina
$316K +$303K +10,689 New
TFF
1780
The Family Firm
Maryland
$315K -$2.7K -95 -0.9%
CIP
1781
Capital Insight Partners
Arizona
$314K +$61.9K +2,181 +26%
JFGLC
1782
Johnson Financial Group LLC (Colorado)
Colorado
$312K +$625 +22 +0.2%
LCM
1783
Liberty Capital Management
Michigan
$311K -$3.75K -132 -1%
RWA
1784
RGT Wealth Advisors
Texas
$311K +$48.3K +1,700 +19%
SA
1785
Sicart Associates
New York
$309K +$6.84K +241 +2%
VFA
1786
Virtus Fund Advisers
Connecticut
$306K -$33.8K -1,192 -10%
IHL
1787
Investment House LLC
California
$306K -$13.7K -482 -4%
PCA
1788
Peddock Capital Advisors
Massachusetts
$306K
HIC
1789
Harvey Investment Company
Kentucky
$305K -$87.5K -3,081 -23%
RPGK
1790
Retirement Planning Group (Kansas)
Kansas
$305K -$41.9K -1,476 -13%
CHAM
1791
Clear Harbor Asset Management
Connecticut
$305K -$7.49K -264 -2%
MCM
1792
McMillion Capital Management
North Carolina
$305K
HA
1793
Hays Advisory
Tennessee
$302K +$22.8K +802 +9%
ECM
1794
EagleClaw Capital Management
Massachusetts
$299K -$43.5K -1,531 -13%
NEIRG
1795
New England Investment & Retirement Group
Massachusetts
$297K +$17.5K +618 +7%
SEIA
1796
Signature Estate & Investment Advisors
California
$296K -$14.4M -506,986 -98%
BWM
1797
Biltmore Wealth Management
Arizona
$295K
VCM
1798
Vivaldi Capital Management
Illinois
$294K +$67.5K +2,378 +31%
HI
1799
Hendershot Investments
Virginia
$294K +$68.6K +2,417 +32%
B
1800
Bridgeworth
Alabama
$293K -$4.05M -142,549 -93%

T Hedge Fund Activity: Q3 2017 in Review

1,978 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2017, worth a combined $136B — up 5.1% from $130B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new T positions and 60 closed out — a net gain of 16 holders — while 941 added to existing stakes and 800 trimmed.

The largest buyer was Bank of America, adding an estimated $436M. The largest seller was Capital International Investors, cutting an estimated $269M.

  • 1,978 institutional investors held AT&T (T) as of Q3 2017, down from 1,981 in Q2 2017.
  • Funds reported $136B of AT&T stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 76 funds opened new AT&T positions in Q3 2017 and 60 closed out, a net change of +16 holders.
  • The largest AT&T buyer in Q3 2017 was Bank of America, an estimated $436M added.
  • The largest AT&T seller in Q3 2017 was Capital International Investors, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2017.