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2,314 hedge funds and large institutions have $124B invested in AT&T in 2019 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 1,150 increasing their positions, 875 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 1,150 | Existing positions reduced: 875

10% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 115

10% more capital invested

Capital invested by funds: $112B → $124B (+$11.4B)

10% more funds holding in top 10

Funds holding in top 10: 122134 (+12)

4% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.77B

0.56% less ownership

Funds ownership: 72.37%71.81% (-0.56%)

1% less funds holding

Funds holding: 2,3282,314 (-14)

Holders
2,314
Holders Change
-14
Holders Change %
-0.6%
% of All Funds
50.09%
Holding in Top 10
134
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.84%
% of All Funds
2.9%
New
127
Increased
1,150
Reduced
875
Closed
115
Calls
$1.84B
Puts
$1.77B
Net Calls
+$67.8M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1826
Shakespeare Wealth Management
Wisconsin
$493K +$44.9K +1,954 +10%
ARG
1827
Advisory Resource Group
Oklahoma
$488K +$158K +6,865 +51%
CCA
1828
Cobblestone Capital Advisors
New York
$487K -$9.87K -429 -2%
AGA
1829
Accuvest Global Advisors
Utah
$487K +$473K +20,567 New
6M
1830
6 Meridian
Kansas
$486K +$472K +20,538 New
DAM
1831
Doheny Asset Management
California
$484K +$30.5K +1,324 +7%
NWM
1832
Northwest Wealth Management
Iowa
$480K +$1.01K +44 +0.2%
BFA
1833
Beaumont Financial Advisors
Massachusetts
$480K +$41.3K +1,795 +10%
DBT
1834
Dubuque Bank & Trust
Iowa
$479K -$99.6K -4,329 -18%
BRC
1835
Bell Rock Capital
Delaware
$479K -$90.6K -3,938 -16%
GHA
1836
GW Henssler & Associates
Georgia
$479K -$60.4K -2,627 -11%
SFG
1837
SNS Financial Group
Minnesota
$479K +$45.8K +1,990 +11%
HJGA
1838
Hardman Johnston Global Advisors
Connecticut
$477K
CWM
1839
Campbell Wealth Management
Virginia
$476K -$15.9K -693 -3%
GAM
1840
Garrison Asset Management
Arkansas
$476K +$276 +12 +0.1%
BFWA
1841
Benchmark Financial Wealth Advisors
Florida
$475K -$6.9K -300 -1%
KPCM
1842
Kings Point Capital Management
New York
$474K -$62.2K -2,705 -12%
CBT
1843
Central Bank & Trust
Kentucky
$473K -$11.4K -494 -2%
BFG
1844
Bouchey Financial Group
New York
$471K -$4.58K -199 -1%
EC
1845
EJF Capital
Virginia
$470K +$91.4K +3,972 +25%
IOOF
1846
Independent Order of Foresters
Ontario, Canada
$469K -$1.2K -52 -0.3%
ML
1847
McAdam LLC
Pennsylvania
$467K +$120K +5,223 +36%
PPW
1848
Pasadena Private Wealth
California
$467K +$453K +19,697 New
HI
1849
Harrington Investments
California
$465K +$6.19K +269 +1%
CAM
1850
ClariVest Asset Management
California
$465K +$11.6K +503 +3%

T Hedge Fund Activity: Q1 2019 in Review

2,314 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2019, worth a combined $124B — up 10% from $112B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new T positions and 115 closed out — a net gain of 12 holders — while 1,150 added to existing stakes and 875 trimmed.

The largest buyer was State Street, adding an estimated $550M. The largest seller was T. Rowe Price Associates, cutting an estimated $490M.

  • 2,314 institutional investors held AT&T (T) as of Q1 2019, down from 2,328 in Q4 2018.
  • Funds reported $124B of AT&T stock for Q1 2019, up 10% quarter-over-quarter.
  • 127 funds opened new AT&T positions in Q1 2019 and 115 closed out, a net change of +12 holders.
  • The largest AT&T buyer in Q1 2019 was State Street, an estimated $550M added.
  • The largest AT&T seller in Q1 2019 was T. Rowe Price Associates, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2019.