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1,981 hedge funds and large institutions have $130B invested in AT&T in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 911 increasing their positions, 802 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 82

14% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 802

0% less funds holding

Funds holding: 1,9851,981 (-4)

0.38% less ownership

Funds ownership: 74.41%74.03% (-0.38%)

10% less capital invested

Capital invested by funds: $143B → $130B (-$13.7B)

38% less funds holding in top 10

Funds holding in top 10: 240150 (-90)

39% less call options, than puts

Call options by funds: $1.93B | Put options by funds: $3.14B

Holders
1,981
Holders Change
-4
Holders Change %
-0.2%
% of All Funds
49.38%
Holding in Top 10
150
Holding in Top 10 Change
-90
Holding in Top 10 Change %
-37.5%
% of All Funds
3.74%
New
96
Increased
911
Reduced
802
Closed
82
Calls
$1.93B
Puts
$3.14B
Net Calls
-$1.21B
Net Calls Change
-$2B
Name Holding Trade Value Shares
Change
Change in
Stake
CF
1801
Corrigan Financial
Rhode Island
$284K +$87.8K +2,977 +43%
SGA
1802
Strategic Global Advisors
California
$284K -$148K -5,004 -33%
RIG
1803
Roosevelt Investment Group
New York
$284K -$59.4K -2,015 -17%
BWM
1804
Biltmore Wealth Management
Arizona
$284K
MWM
1805
Merriman Wealth Management
Washington
$283K +$53.4K +1,810 +22%
LD
1806
Lipe & Dalton
New York
$281K
MPIA
1807
Mountain Pacific Investment Advisers
Idaho
$277K
SM
1808
Salzhauer Michael
$275K
SC
1809
Stratford Consulting
Texas
$275K +$2.65K +90 +0.9%
PFA
1810
Pinnacle Family Advisors
Missouri
$275K +$284K +9,645 New
SIG
1811
Schaller Investment Group
North Carolina
$272K
ABP
1812
Arthur B. Page
$271K -$7.78K -264 -3%
FPB
1813
First PREMIER Bank
South Dakota
$269K -$943 -32 -0.3%
NEIRG
1814
New England Investment & Retirement Group
Massachusetts
$269K +$3.01K +102 +1%
MCA
1815
Morris Capital Advisors
Pennsylvania
$268K -$11.3K -384 -4%
SDJVC
1816
St. Denis J. Villere & Co
Louisiana
$268K
FIB
1817
First Interstate Bank
Montana
$268K +$13.9K +473 +5%
HA
1818
Hays Advisory
Tennessee
$268K +$277K +9,411 New
BOIA
1819
Bush ODonnell Investment Advisors
Missouri
$266K +$275K +9,332 New
Aristotle Capital Management
1820
Aristotle Capital Management
California
$265K
RPA
1821
Rock Point Advisors
Vermont
$265K
AWMG
1822
Alliance Wealth Management Group
New Jersey
$262K -$37.8K -1,283 -12%
GWA
1823
Guidant Wealth Advisors
Illinois
$262K -$2.06K -70 -0.7%
SCA
1824
Stillwater Capital Advisors
Pennsylvania
$262K +$42.6K +1,444 +19%
WIP
1825
Wellesley Investment Partners
Massachusetts
$261K -$5.16K -175 -2%

T Hedge Fund Activity: Q2 2017 in Review

1,981 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2017, worth a combined $130B — down 9.5% from $143B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new T positions and 82 closed out — a net gain of 14 holders — while 911 added to existing stakes and 802 trimmed.

The largest buyer was Vanguard Group, adding an estimated $353M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $365M sold.

  • 1,981 institutional investors held AT&T (T) as of Q2 2017, down from 1,985 in Q1 2017.
  • Funds reported $130B of AT&T stock for Q2 2017, down 9.5% quarter-over-quarter.
  • 96 funds opened new AT&T positions in Q2 2017 and 82 closed out, a net change of +14 holders.
  • The largest AT&T buyer in Q2 2017 was Vanguard Group, an estimated $353M added.
  • The largest AT&T seller in Q2 2017 was Arrowstreet Capital, an estimated $365M sold.

Based on aggregated 13F filings for Q2 2017.