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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
MM
1826
Meridian Management
Arkansas
$532K +$23.7K +945 +5%
QCIG
1827
Quad-Cities Investment Group
Iowa
$531K -$12.9K -513 -2%
PFG
1828
Piershale Financial Group
Illinois
$528K +$602 +24 +0.1%
CFN
1829
Cordasco Financial Network
Florida
$528K +$129K +5,127 +31%
VCM
1830
Versant Capital Management
Arizona
$527K +$54K +2,153 +11%
ECM
1831
Exchange Capital Management
Michigan
$525K +$33.2K +1,324 +7%
TSW
1832
Thompson Siegel & Walmsley
Virginia
$525K +$133K +5,293 +32%
AIM
1833
Advantage Investment Management
Iowa
$522K -$978K -38,956 -64%
AAC
1834
Asset Advisors Corp
Georgia
$522K +$20.4K +811 +4%
PO
1835
Private Ocean
California
$521K +$527 +21 +0.1%
WBC
1836
West Branch Capital
Massachusetts
$520K +$538K +21,451 New
GJIC
1837
Gamble Jones Investment Counsel
California
$517K -$2.68M -106,791 -83%
GIM
1838
Grassi Investment Management
California
$516K -$682K -27,190 -56%
FUBT
1839
First United Bank & Trust
Maryland
$514K -$23.8K -948 -4%
MWP
1840
MYCIO Wealth Partners
Pennsylvania
$514K +$140K +5,581 +36%
AAM
1841
Aureus Asset Management
Massachusetts
$514K +$176K +7,030 +50%
CHA
1842
Cedar Hill Associates
Illinois
$513K -$3.84K -153 -0.7%
ODCM
1843
Old Dominion Capital Management
Virginia
$513K +$4.32K +172 +0.8%
CP
1844
Cumberland Partners
Ontario, Canada
$513K +$530K +21,132 New
PAM
1845
Peak Asset Management
Colorado
$511K -$49.5K -1,972 -9%
BFG
1846
Bouchey Financial Group
New York
$511K +$3.14K +125 +0.6%
MA
1847
MCF Advisors
Kentucky
$510K -$133K -5,296 -20%
EWM
1848
Empirical Wealth Management
Washington
$506K +$38.3K +1,524 +8%
MCIA
1849
Mountain Capital Investment Advisors
Colorado
$506K +$97.7K +3,894 +23%
FFA
1850
Fragasso Financial Advisors
Pennsylvania
$505K -$19.3K -770 -4%

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.