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2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1776
Sutton Wealth Advisors
Florida
$492K +$10.9K +399 +2%
CFN
1777
Cordasco Financial Network
Florida
$488K -$57.8K -2,118 -11%
MIFH
1778
Migdal Insurance & Financial Holdings
Israel
$487K +$35K +1,282 +8%
RI
1779
Ridgewood Investments
New Jersey
$487K +$93.3K +3,415 +26%
CHA
1780
Cedar Hill Associates
Illinois
$486K -$156K -5,731 -26%
AIM
1781
Aspen Investment Management
Michigan
$484K -$8.88K -325 -2%
CPIG
1782
Chicago Partners Investment Group
Illinois
$482K +$13.2K +484 +3%
DC
1783
Derby & Company
Massachusetts
$479K +$445K +16,297 New
ACM
1784
Adalta Capital Management
New York
$478K -$79.7K -2,917 -15%
FSCM
1785
Front Street Capital Management
Montana
$478K -$45K -1,647 -9%
TWM
1786
Titus Wealth Management
California
$477K +$444K +16,245 New
LGC
1787
Laurel Grove Capital
California
$476K -$662K -24,228 -60%
ACP
1788
Aveo Capital Partners
Colorado
$472K +$8.03K +294 +2%
SS
1789
Sunbelt Securities
Texas
$471K -$3.88K -142 -0.9%
NVIM
1790
New Vernon Investment Management
Illinois
$469K
VFPI
1791
Vantage Financial Partners (Illinois)
Illinois
$468K -$403K -14,760 -48%
VCM
1792
Vision Capital Management
Oregon
$468K -$18.6K -680 -4%
WP
1793
WMS Partners
Maryland
$467K -$147K -5,383 -25%
EDRIA
1794
Edmonds Duncan Registered Investment Advisors
Kansas
$467K +$7.18K +263 +2%
MFT
1795
Moisand Fitzgerald Tamayo
Florida
$464K -$30.9K -1,132 -7%
CC
1796
Cadinha & Co
Hawaii
$462K -$108K -3,972 -20%
BONST
1797
Bank of Nova Scotia Trust
Ontario, Canada
$462K -$15.9K -582 -4%
LA
1798
Lau Associates
Delaware
$461K +$29.1K +1,065 +7%
WP
1799
Wedgewood Partners
Missouri
$459K +$15.3K +562 +4%
SFA
1800
Stewardship Financial Advisors
Georgia
$456K +$96.2K +3,524 +29%

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.