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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
1826
Sumitomo Mitsui Financial Group
Japan
$505K +$490K +20,004 New
BI
1827
Ballast Inc
Kentucky
$504K -$84.5K -3,451 -15%
SSW
1828
Smith Shellnut Wilson
Mississippi
$504K +$486K +19,860 New
OSNBOA
1829
Old Second National Bank of Aurora
Illinois
$503K -$287K -11,718 -37%
TF
1830
TLWM Financial
Texas
$503K +$6.54K +267 +1%
EIG
1831
Ellenbecker Investment Group
Wisconsin
$499K +$7.03K +287 +1%
BFC
1832
Blue Fin Capital
Rhode Island
$498K -$143K -5,832 -23%
NB
1833
Nicolet Bankshares
Wisconsin
$497K -$128K -5,240 -21%
BIM
1834
Baldwin Investment Management
Pennsylvania
$497K -$25.9K -1,059 -5%
WC
1835
Whitney & Co
New York
$495K -$166K -6,787 -24%
CFA
1836
Capstone Financial Advisors
Illinois
$494K -$223K -9,105 -32%
FFA
1837
Fragasso Financial Advisors
Pennsylvania
$493K +$9.99K +408 +2%
WCAMG
1838
Woodard & Company Asset Management Group
North Carolina
$492K -$29.7K -1,213 -6%
VFP
1839
Verus Financial Partners
Virginia
$491K -$32.7K -1,335 -6%
CSS
1840
Cubist Systematic Strategies
Connecticut
$490K -$3.11M -127,135 -87%
TRCT
1841
Tower Research Capital (TRC)
New York
$489K -$6.74M -275,179 -93%
FDCC
1842
Foster Dykema Cabot & Co
Massachusetts
$489K -$92.1K -3,758 -16%
SAM
1843
Security Asset Management
New York
$489K
GJIC
1844
Gamble Jones Investment Counsel
California
$487K -$52.1K -2,128 -10%
ZF
1845
Zhang Financial
Michigan
$487K +$4.97K +203 +1%
FM
1846
Forward Management
California
$487K +$167K +6,804 +55%
SRC
1847
Shufro Rose & Co
New York
$485K -$903K -36,877 -66%
BWA
1848
BDO Wealth Advisors
Florida
$483K +$58.4K +2,384 +14%
BA
1849
Birinyi Associates
Connecticut
$481K -$138K -5,627 -23%
SWM
1850
Shakespeare Wealth Management
Wisconsin
$481K +$3.09K +126 +0.7%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.