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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
EIA
1851
Eldridge Investment Advisors
New Hampshire
$386K +$362K +13,270 New
BIM
1852
Baldwin Investment Management
Pennsylvania
$385K -$10.8K -397 -3%
BCM
1853
Blume Capital Management
California
$385K
AAM
1854
Autus Asset Management
Arizona
$385K +$37.9K +1,389 +12%
WDL
1855
Well Done LLC
Michigan
$383K +$55.7K +2,039 +19%
AAM
1856
Aureus Asset Management
Massachusetts
$381K -$121K -4,424 -25%
IAA
1857
Ironsides Asset Advisors
North Carolina
$381K
FAM
1858
Fenimore Asset Management
New York
$381K +$11.7K +430 +3%
HA
1859
Hays Advisory
Tennessee
$380K +$74.8K +2,740 +27%
WC
1860
Weil Company
California
$380K +$353K +12,924 New
GA
1861
Gateway Advisory
New Jersey
$379K +$353K +12,913 New
SPI
1862
Santori & Peters Inc
Pennsylvania
$379K +$381K +13,944 New
HPWM
1863
Highland Private Wealth Management
Washington
$378K -$10K -368 -3%
SBL
1864
Sargent Bickham Lagudis
Colorado
$377K -$215K -7,864 -38%
BS
1865
Banco Santander
Spain
$376K -$731K -26,752 -68%
DA
1866
Dillon & Associates
Michigan
$376K -$6.01K -220 -2%
WPIC
1867
White Pine Investment Company
Michigan
$375K -$35.4K -1,295 -9%
CIP
1868
Cornerstone Investment Partners
Georgia
$375K +$2.19K +80 +0.6%
LFA
1869
Legacy Financial Advisors
Kentucky
$375K +$350K +12,802 New
ACM
1870
Armbruster Capital Management
New York
$374K -$1.97K -72 -0.6%
HWP
1871
Hefty Wealth Partners
Indiana
$373K -$320K -11,708 -48%
TCMG
1872
TSP Capital Management Group
New Jersey
$373K
NED
1873
Nancy E. Dempze
$373K +$94.6K +3,463 +38%
NWS
1874
Newport Wealth Strategies
California
$372K +$359K +13,134 New
CW
1875
Cobiz Wealth
Colorado
$371K +$33.1K +1,213 +11%

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.