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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
SWK
1801
Stephen W. Kidder
$293K +$281K +9,881 New
SCA
1802
Stillwater Capital Advisors
Pennsylvania
$291K +$17.6K +620 +7%
PWM
1803
Perigon Wealth Management
California
$289K -$177K -6,241 -39%
VCM
1804
Vigilant Capital Management
Maine
$289K -$15.2K -537 -5%
AC
1805
Addison Capital
Pennsylvania
$288K -$26.2K -924 -9%
SC
1806
Stratford Consulting
Texas
$288K +$2.67K +94 +1%
MPIA
1807
Mountain Pacific Investment Advisers
Idaho
$287K
AWM
1808
Altavista Wealth Management
North Carolina
$284K +$55.3K +1,949 +25%
CWM
1809
Cabot Wealth Management
Massachusetts
$284K +$273K +9,604 New
SIG
1810
Schaller Investment Group
North Carolina
$283K
CPR
1811
CSU Producer Resources
Ohio
$282K +$271K +9,533 New
WIP
1812
Wellesley Investment Partners
Massachusetts
$280K +$8.91K +314 +3%
WBG
1813
Wharton Business Group
Pennsylvania
$279K -$29.5K -1,040 -10%
RWG
1814
Regal Wealth Group
California
$279K -$27.4K -965 -9%
MCA
1815
Morris Capital Advisors
Pennsylvania
$279K +$1.05K +37 +0.4%
CGL
1816
Clarius Group LLC
Washington
$278K -$387K -13,624 -59%
AWM
1817
Avior Wealth Management
Nebraska
$277K +$8.57K +302 +3%
BOIA
1818
Bush ODonnell Investment Advisors
Missouri
$276K
TAM
1819
Trillium Asset Management
Massachusetts
$275K +$264K +9,310 New
WPA
1820
Winning Points Advisors
Florida
$275K +$291K +10,237 New
SHWM
1821
Smith & Howard Wealth Management
Georgia
$274K +$4.74K +167 +2%
BA
1822
Bristol Advisors
Pennsylvania
$274K +$263K +9,268 New
NED
1823
Nancy E. Dempze
$272K -$60.9K -2,145 -19%
GWA
1824
Guidant Wealth Advisors
Illinois
$272K
IP
1825
Isthmus Partners
Wisconsin
$269K +$2.81K +99 +1%

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.