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2,302 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, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
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
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1801
Grace Capital
Massachusetts
$555K -$729K -29,050 -56%
AWA
1802
AmeriServ Wealth Advisors
Pennsylvania
$554K -$195K -7,777 -25%
HCC
1803
Hirtle Callaghan & Co
Pennsylvania
$552K
SM
1804
Salzhauer Michael
$552K
GWM
1805
GSB Wealth Management
Connecticut
$550K
SMFS
1806
Squar Milner Financial Services
California
$549K -$39.7K -1,580 -7%
SCG
1807
Sonata Capital Group
Washington
$549K +$31.9K +1,269 +6%
IWC
1808
Integrated Wealth Concepts
Massachusetts
$549K +$45.5K +1,814 +9%
SIM
1809
SSI Investment Management
California
$549K +$51.6K +2,056 +10%
TCM
1810
Tradition Capital Management
New Jersey
$547K +$78.1K +3,113 +16%
KTM
1811
Keeler Thomas Management
Utah
$547K +$82.4K +3,283 +17%
NIM
1812
Nexus Investment Management
Ontario, Canada
$546K
KCM
1813
Karp Capital Management
California
$545K -$199K -7,944 -26%
CCM
1814
Coldstream Capital Management
Washington
$545K -$90.5K -3,607 -14%
BCM
1815
Boltwood Capital Management
California
$545K -$39.9K -1,589 -7%
SCC
1816
Spring Creek Capital
Kansas
$545K +$564K +22,467 New
WC
1817
Whitnell & Co
Illinois
$542K +$88.5K +3,527 +19%
TIM
1818
Thompson Investment Management
Wisconsin
$542K +$90.9K +3,622 +19%
Holocene Advisors
1819
Holocene Advisors
New York
$540K +$559K +22,266 New
NWM
1820
Northwest Wealth Management
Iowa
$539K +$6.48K +258 +1%
CBT
1821
Central Bank & Trust
Kentucky
$539K +$38.9K +1,550 +8%
NQWM
1822
Northwest Quadrant Wealth Management
Oregon
$538K +$15.7K +627 +3%
RTS
1823
Round Table Services
New Jersey
$537K -$349K -13,921 -39%
RP
1824
Rice Partnership
Hawaii
$535K +$15K +597 +3%
CCM
1825
Condor Capital Management
New Jersey
$534K +$203K +8,075 +58%

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.