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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
CAL
1801
Capital Analysts LLC
Pennsylvania
$453K -$3.32M -121,642 -89%
TA
1802
Townsend & Associates
Colorado
$453K +$422K +15,442 New
IF
1803
IRON Financial
Illinois
$451K +$27 +1 +0%
6M
1804
6 Meridian
Kansas
$450K +$418K +15,313 New
GCMG
1805
Gyroscope Capital Management Group
Florida
$449K -$31.3K -1,148 -7%
PHAM
1806
Palisades Hudson Asset Management
Florida
$449K
HP
1807
HT Partners
Connecticut
$447K
GKWIM
1808
Gerber Kawasaki Wealth & Investment Management
California
$447K +$5.24K +192 +1%
MIS
1809
Morningstar Investment Services
Illinois
$444K +$70K +2,563 +20%
BCA
1810
Bray Capital Advisors
Florida
$443K
SFS
1811
Summit Financial Strategies
Ohio
$442K -$39.2K -1,436 -9%
CFA
1812
Camarda Financial Advisors
Florida
$442K -$18.3K -669 -4%
GVT
1813
Genesee Valley Trust
New York
$442K -$6.36K -233 -2%
BCM
1814
Breiter Capital Management
Florida
$442K +$411K +15,046 New
PCIA
1815
Prime Capital Investment Advisors
Kansas
$441K +$410K +15,015 New
GF
1816
Goodman Financial
Texas
$437K
BRF
1817
B. Riley Financial
California
$434K -$59.3K -2,171 -13%
XS
1818
XML Securities
Maryland
$432K +$402K +14,706 New
MWP
1819
MYCIO Wealth Partners
Pennsylvania
$431K -$147K -5,380 -27%
BEAM
1820
Baker Ellis Asset Management
Washington
$427K -$29.2K -1,069 -7%
MCIA
1821
Mountain Capital Investment Advisors
Colorado
$425K +$11.2K +409 +3%
SDJVC
1822
St. Denis J. Villere & Co
Louisiana
$424K -$156K -5,718 -28%
UCI
1823
Uncommon Cents Investing
Wisconsin
$424K +$394K +14,441 New
GIP
1824
Greatmark Investment Partners
Georgia
$423K -$76.9K -2,817 -16%
CA
1825
CapWealth Advisors
Tennessee
$422K -$49K -1,796 -11%

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.