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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
JG
1851
Jefferies Group
New York
$231K -$20.6M -725,936 -99%
SRCM
1852
Swift Run Capital Management
Virginia
$228K
FC
1853
Ferris Capital
Massachusetts
$228K +$24.9K +877 +13%
MCM
1854
MV Capital Management
Maryland
$228K +$162K +5,711 +287%
BA
1855
Bristlecone Advisors
Washington
$228K +$219K +7,699 New
SA
1856
SpiderRock Advisors
Delaware
$227K
FAN
1857
Financial Advisors Network
California
$227K +$1.39K +49 +0.6%
SLT
1858
St Louis Trust
Missouri
$225K
RIG
1859
Roosevelt Investment Group
New York
$222K -$69.9K -2,463 -25%
BSWMG
1860
Barrington Strategic Wealth Management Group
Illinois
$222K
GCA
1861
Greenwood Capital Associates
South Carolina
$221K
AWP
1862
Ascent Wealth Partners
New York
$220K +$937 +33 +0.4%
RT
1863
Reliance Trust
Georgia
$219K -$2.73K -96 -1%
RP
1864
Riverbridge Partners
Minnesota
$218K +$209K +7,356 New
AC
1865
Allstate Corporation
Illinois
$217K -$5.24M -184,560 -96%
HIC
1866
Hartline Investment Corp
Illinois
$217K
BL
1867
Balentine LLC
Georgia
$215K +$12.8K +450 +7%
AMM
1868
American Money Management
California
$215K +$206K +7,257 New
ACH
1869
ArrowMark Colorado Holdings
Colorado
$213K
WPA
1870
West Paces Advisors
Georgia
$212K
RIM
1871
Reliant Investment Management
Tennessee
$212K
RI
1872
RWWM Inc
California
$212K
AWMS
1873
Advocacy Wealth Management Services
Georgia
$211K +$8.06K +284 +4%
VA
1874
Valmark Advisers
Ohio
$210K +$1.76K +62 +0.9%
SIAP
1875
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$210K +$7.24K +255 +4%

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.