We are live on ! Find out more

1,981 hedge funds and large institutions have $130B invested in AT&T in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 911 increasing their positions, 802 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 82

14% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 802

0% less funds holding

Funds holding: 1,9851,981 (-4)

0.38% less ownership

Funds ownership: 74.41%74.03% (-0.38%)

10% less capital invested

Capital invested by funds: $143B → $130B (-$13.7B)

38% less funds holding in top 10

Funds holding in top 10: 240150 (-90)

39% less call options, than puts

Call options by funds: $1.93B | Put options by funds: $3.14B

Holders
1,981
Holders Change
-4
Holders Change %
-0.2%
% of All Funds
49.38%
Holding in Top 10
150
Holding in Top 10 Change
-90
Holding in Top 10 Change %
-37.5%
% of All Funds
3.74%
New
96
Increased
911
Reduced
802
Closed
82
Calls
$1.93B
Puts
$3.14B
Net Calls
-$1.21B
Net Calls Change
-$2B
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1826
Shoker Investment Counsel
Ohio
$261K +$44.4K +1,506 +20%
TDC
1827
Thompson Davis & Co
Virginia
$260K -$262K -8,904 -49%
RGIA
1828
Rainier Group Investment Advisory
Washington
$260K -$53.6K -1,820 -17%
CC
1829
Cedar Capital
Illinois
$260K +$269K +9,133 New
TIM
1830
Tortoise Investment Management
New York
$259K -$4.69K -159 -2%
SHWM
1831
Smith & Howard Wealth Management
Georgia
$259K +$11K +374 +4%
AWM
1832
Avior Wealth Management
Nebraska
$258K +$59 +2 +0%
IP
1833
Isthmus Partners
Wisconsin
$256K -$19.5K -662 -7%
EA
1834
Elm Advisors
California
$256K -$10.8K -368 -4%
CPIG
1835
Chicago Partners Investment Group
Illinois
$255K -$29.5K -1,001 -11%
PWS
1836
Paragon Wealth Strategies
Florida
$254K -$2.68K -91 -1%
SICM
1837
Sustainable Insight Capital Management
New York
$253K -$1.25M -42,500 -83%
RWA
1838
RGT Wealth Advisors
Texas
$251K +$13.5K +458 +5%
FPCP
1839
Fort Point Capital Partners
California
$247K -$1.07M -36,267 -81%
JMFC
1840
J.M. Forbes & Co
Massachusetts
$247K -$8.78K -298 -3%
PFO
1841
Pathstone Family Office
New Jersey
$245K -$9.23K -313 -4%
CAM
1842
Chesapeake Asset Management
New York
$245K
DLG
1843
Daniel L. Goodwin
$245K
Group One Trading
1844
Group One Trading
Illinois
$245K +$254K +8,610 New
BCM
1845
BTC Capital Management
Iowa
$244K -$189K -6,408 -43%
CAW
1846
Cornerstone Advisors (Washington)
Washington
$244K -$31.1K -1,054 -11%
GA
1847
Gateway Advisory
New Jersey
$244K
Kovitz Investment Group Partners
1848
Kovitz Investment Group Partners
Illinois
$243K -$157K -5,334 -39%
EF
1849
Empirical Finance
Pennsylvania
$242K +$249K +8,463 New
CL
1850
CIM LLC
New York
$241K +$2.42K +82 +1%

T Hedge Fund Activity: Q2 2017 in Review

1,981 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2017, worth a combined $130B — down 9.5% from $143B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new T positions and 82 closed out — a net gain of 14 holders — while 911 added to existing stakes and 802 trimmed.

The largest buyer was Vanguard Group, adding an estimated $353M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $365M sold.

  • 1,981 institutional investors held AT&T (T) as of Q2 2017, down from 1,985 in Q1 2017.
  • Funds reported $130B of AT&T stock for Q2 2017, down 9.5% quarter-over-quarter.
  • 96 funds opened new AT&T positions in Q2 2017 and 82 closed out, a net change of +14 holders.
  • The largest AT&T buyer in Q2 2017 was Vanguard Group, an estimated $353M added.
  • The largest AT&T seller in Q2 2017 was Arrowstreet Capital, an estimated $365M sold.

Based on aggregated 13F filings for Q2 2017.