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2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1826
Pegasus Asset Management
New York
$421K +$392K +14,352 New
CS
1827
Cannell & Spears
New York
$420K +$390K +14,287 New
IAS
1828
IMA Advisory Services
Colorado
$419K -$153K -5,598 -28%
BCI
1829
Brinker Capital Investments
Pennsylvania
$417K +$42K +1,537 +12%
STB
1830
S&T Bank
Pennsylvania
$415K -$23.8K -871 -6%
LI
1831
Lafayette Investments
Maryland
$413K -$3.99K -146 -1%
CCA
1832
Clearwater Capital Advisors
Illinois
$412K -$43.5K -1,592 -10%
JIM
1833
Jupiter Investment Management
United Kingdom
$410K -$3.17M -116,196 -89%
XSC
1834
X-Square Capital
Puerto Rico
$410K +$381K +13,963 New
CCM
1835
Condor Capital Management
New Jersey
$409K -$18.2K -668 -5%
JGUA
1836
John G. Ullman & Associates
New York
$405K
DWM
1837
Dakota Wealth Management
Florida
$405K +$64.9K +2,377 +21%
FGC
1838
Financial Gravity Companies
Texas
$405K +$382K +14,001 New
TW
1839
Transform Wealth
Colorado
$403K -$14.5K -532 -4%
TVWM
1840
Tower View Wealth Management
Wisconsin
$401K +$373K +13,666 New
SDWMA
1841
Schneider Downs Wealth Management Advisors
Pennsylvania
$400K
SC
1842
Saturna Capital
Washington
$395K
ML
1843
McAdam LLC
Pennsylvania
$394K
PFA
1844
Pinnacle Family Advisors
Missouri
$391K +$364K +13,315 New
IWP
1845
Icon Wealth Partners
Texas
$390K +$362K +13,266 New
NJBEST
1846
New Jersey Better Educational Savings Trust
New Jersey
$389K -$506K -18,536 -58%
FCT
1847
Family Capital Trust
Massachusetts
$389K
CWM
1848
Confluence Wealth Management
Oregon
$389K +$6.36K +233 +2%
MWM
1849
MinichMacGregor Wealth Management
New York
$388K +$1.28K +47 +0.4%
BMM
1850
Berkshire Money Management
Massachusetts
$387K +$10.3K +377 +3%

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.