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AT&T
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Overview Fund Activity

2,296 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, 1,314 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,296
Holders Change
+143
Holders Change %
+6.64%
% of All Funds
52.64%
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
1,314
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.65B
2
BlackRock
BlackRock
New York
+$2.16B
3
Dodge & Cox
Dodge & Cox
California
+$1.46B
4
State Street
State Street
Massachusetts
+$1.19B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$618M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$658M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$370M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$279M
4
Ameriprise
Ameriprise
Minnesota
-$243M
5
EVM
Eaton Vance Management
Massachusetts
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
1801
GSB Wealth Management
Connecticut
$550K – – –
SMFS
1802
Squar Milner Financial Services
California
$549K -$38.3K -1,580 -7%
SCG
1803
Sonata Capital Group
Washington
$549K +$30.8K +1,269 +6%
IWC
1804
Integrated Wealth Concepts
Massachusetts
$549K +$44.1K +1,814 +9%
SIM
1805
SSI Investment Management
California
$549K +$49.7K +2,056 +10%
TCM
1806
Tradition Capital Management
New Jersey
$547K +$75.4K +3,113 +16%
KTM
1807
Keeler Thomas Management
Utah
$547K +$79.6K +3,283 +17%
NIM
1808
Nexus Investment Management
Ontario, Canada
$546K – – –
KCM
1809
Karp Capital Management
California
$545K -$193K -7,944 -26%
CCM
1810
Coldstream Capital Management
Washington
$545K -$87.5K -3,607 -14%
BCM
1811
Boltwood Capital Management
California
$545K -$38.5K -1,589 -7%
SCC
1812
Spring Creek Capital
Kansas
$545K +$545K +22,467 New
WC
1813
Whitnell & Co
Illinois
$542K +$85.5K +3,527 +19%
TIM
1814
Thompson Investment Management
Wisconsin
$542K +$87.8K +3,622 +19%
Holocene Advisors
1815
Holocene Advisors
New York
$540K +$540K +22,266 New
NWM
1816
Northwest Wealth Management
Iowa
$539K +$6.26K +258 +1%
CBT
1817
Central Bank & Trust
Kentucky
$539K +$37.6K +1,550 +8%
NQWM
1818
Northwest Quadrant Wealth Management
Oregon
$538K +$15.2K +627 +3%
RTS
1819
Round Table Services
New Jersey
$537K -$338K -13,921 -39%
RP
1820
Rice Partnership
Hawaii
$535K +$14.5K +597 +3%
CCM
1821
Condor Capital Management
New Jersey
$534K +$196K +8,075 +58%
MM
1822
Meridian Management
Arkansas
$532K +$22.9K +945 +5%
QCIG
1823
Quad-Cities Investment Group
Iowa
$531K -$12.3K -513 -2%
PFG
1824
Piershale Financial Group
Illinois
$528K +$582 +24 +0.1%
CFN
1825
Cordasco Financial Network
Florida
$528K +$124K +5,127 +31%
71 72
73
74 75