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1,978 hedge funds and large institutions have $136B invested in AT&T in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 941 increasing their positions, 800 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 941 | Existing positions reduced: 800

17% more funds holding in top 10

Funds holding in top 10: 150175 (+25)

5% more capital invested

Capital invested by funds: $130B → $136B (+$6.67B)

1.07% more ownership

Funds ownership: 74.03%75.1% (+1.1%)

0% less funds holding

Funds holding: 1,9811,978 (-3)

28% less call options, than puts

Call options by funds: $3.51B | Put options by funds: $4.85B

Holders
1,978
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
49.3%
Holding in Top 10
175
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+16.67%
% of All Funds
4.36%
New
76
Increased
941
Reduced
800
Closed
60
Calls
$3.51B
Puts
$4.85B
Net Calls
-$1.34B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
LBC
1826
Lawrence B. Cohen
$268K -$406K -14,302 -61%
RPA
1827
Rock Point Advisors
Vermont
$268K -$7.1K -250 -3%
TDC
1828
Thompson Davis & Co
Virginia
$265K -$4.29K -151 -2%
FPB
1829
First PREMIER Bank
South Dakota
$260K -$17.5K -617 -7%
CC
1830
Cedar Capital
Illinois
$260K -$10.1K -356 -4%
RGIA
1831
Rainier Group Investment Advisory
Washington
$260K -$9.82K -346 -4%
CCM
1832
Canal Capital Management
Virginia
$258K -$97K -3,417 -28%
JMFC
1833
J.M. Forbes & Co
Massachusetts
$256K -$568 -20 -0.2%
DLG
1834
Daniel L. Goodwin
$255K
CAM
1835
Chesapeake Asset Management
New York
$254K
AIM
1836
Avity Investment Management
Connecticut
$253K -$56.4K -1,986 -19%
CAW
1837
Cornerstone Advisors (Washington)
Washington
$253K
CL
1838
CIM LLC
New York
$251K
EF
1839
Empirical Finance
Pennsylvania
$251K
PWS
1840
Paragon Wealth Strategies
Florida
$250K -$13.7K -482 -5%
VNA
1841
VNBTrust National Association
Virginia
$248K
WFWM
1842
Wechter Feldman Wealth Management
New Jersey
$248K
CCM
1843
Chickasaw Capital Management
Tennessee
$245K +$6.56K +231 +3%
CCMINC
1844
Cardinal Capital Management Inc (North Carolina)
North Carolina
$244K -$94.7K -3,335 -29%
WCM
1845
Wedge Capital Management
North Carolina
$242K +$11.4K +403 +5%
SNB
1846
Security National Bank
Nebraska
$241K
ABP
1847
Arthur B. Page
$239K -$40.4K -1,424 -15%
TIM
1848
Tortoise Investment Management
New York
$238K -$29.7K -1,047 -12%
Kovitz Investment Group Partners
1849
Kovitz Investment Group Partners
Illinois
$238K -$13.2K -464 -5%
GC
1850
Gratus Capital
Georgia
$233K +$2.81K +99 +1%

T Hedge Fund Activity: Q3 2017 in Review

1,978 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2017, worth a combined $136B — up 5.1% from $130B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new T positions and 60 closed out — a net gain of 16 holders — while 941 added to existing stakes and 800 trimmed.

The largest buyer was Bank of America, adding an estimated $436M. The largest seller was Capital International Investors, cutting an estimated $269M.

  • 1,978 institutional investors held AT&T (T) as of Q3 2017, down from 1,981 in Q2 2017.
  • Funds reported $136B of AT&T stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 76 funds opened new AT&T positions in Q3 2017 and 60 closed out, a net change of +16 holders.
  • The largest AT&T buyer in Q3 2017 was Bank of America, an estimated $436M added.
  • The largest AT&T seller in Q3 2017 was Capital International Investors, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2017.