We are live on ! Find out more

2,302 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1776
Moller Wealth Partners
$583K
FWM
1777
Focused Wealth Management
New York
$582K +$16.1K +640 +3%
CTB
1778
Country Trust Bank
Illinois
$581K +$8.26K +329 +1%
CA
1779
Cornerstone Advisory
Maryland
$577K +$107K +4,261 +22%
DC
1780
Diametric Capital
Massachusetts
$575K +$595K +23,721 New
CG
1781
Clinton Group
New York
$575K +$595K +23,702 New
BRC
1782
Bell Rock Capital
Delaware
$573K -$51.5K -2,051 -8%
MIP
1783
Marietta Investment Partners
Wisconsin
$573K -$12.9K -514 -2%
CM
1784
Columbus Macro
Pennsylvania
$572K -$8.28K -330 -1%
IWA
1785
Inspirion Wealth Advisors
Illinois
$572K +$1.53K +61 +0.3%
AWA
1786
Acorn Wealth Advisors
Michigan
$572K +$8.63K +344 +1%
DIM
1787
DC Investments Management
Virginia
$572K +$592K +23,578 New
PCP
1788
Proficio Capital Partners
Massachusetts
$571K +$426K +16,977 +259%
PP
1789
Professional Planning
California
$571K +$591K +23,547 New
PAI
1790
Pittenger & Anderson Inc
Nebraska
$568K -$2.9M -115,566 -83%
MMA
1791
Miracle Mile Advisors
California
$568K +$217K +8,628 +58%
BI
1792
Ballast Inc
Kentucky
$565K +$7.18K +286 +1%
BCM
1793
Breiter Capital Management
Florida
$564K -$200K -7,949 -25%
BWL
1794
Bogart Wealth LLC
Virginia
$563K +$11.9K +476 +2%
OIA
1795
OneDigital Investment Advisors
Kansas
$562K -$478K -19,058 -41%
CLOS
1796
Compagnie Lombard Odier SCmA
Switzerland
$560K -$144K -5,748 -20%
FDCC
1797
Foster Dykema Cabot & Co
Massachusetts
$557K
KA
1798
Kaizen Advisory
Illinois
$557K +$379K +15,111 +192%
MCP
1799
Mirador Capital Partners
California
$556K -$1.54M -61,212 -73%
HCP
1800
Holt Capital Partners
Texas
$556K +$40.7K +1,621 +8%

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.