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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1801
WMS Partners
Maryland
$418K -$10.6K -382 -2%
IF
1802
IRON Financial
Illinois
$418K +$4.37K +157 +1%
RC
1803
Reik & Co
New York
$414K -$57.1K -2,052 -12%
NCM
1804
Noesis Capital Mangement
Florida
$414K -$43.6K -1,567 -9%
BCM
1805
Bayesian Capital Management
New York
$414K +$427K +15,358 New
GVT
1806
Genesee Valley Trust
New York
$412K -$1.31K -47 -0.3%
PHAM
1807
Palisades Hudson Asset Management
Florida
$412K
CWM
1808
Cedar Wealth Management
California
$412K +$81.3K +2,922 +24%
FSA
1809
Financial Sense Advisors
California
$412K +$82.7K +2,972 +24%
HP
1810
HT Partners
Connecticut
$411K
DCM
1811
Driehaus Capital Management
Illinois
$411K +$424K +15,246 New
BP
1812
BBR Partners
New York
$411K +$425K +15,268 New
BWA
1813
BDO Wealth Advisors
Florida
$410K +$276K +9,916 +186%
GCP
1814
GSA Capital Partners
United Kingdom
$410K +$424K +15,221 New
SFS
1815
Summit Financial Strategies
Ohio
$407K +$2.31K +83 +0.6%
CFA
1816
Camarda Financial Advisors
Florida
$406K +$1.06K +38 +0.3%
LFA
1817
Legacy Financial Advisors
Kentucky
$406K +$62.3K +2,237 +17%
BRF
1818
B. Riley Financial
California
$404K +$6.62K +238 +2%
CPIG
1819
Chicago Partners Investment Group
Illinois
$403K -$40.1K -1,442 -9%
WCF
1820
West Coast Financial
California
$402K -$3.21M -115,192 -89%
PCM
1821
Perritt Capital Management
Illinois
$401K -$33.1K -1,191 -7%
GF
1822
Goodman Financial
Texas
$401K
GKWIM
1823
Gerber Kawasaki Wealth & Investment Management
California
$400K -$11K -397 -3%
MMA
1824
Miracle Mile Advisors
California
$398K -$54.5K -1,958 -12%
AIM
1825
Aspen Investment Management
Michigan
$398K -$47.5K -1,708 -10%

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.