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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
1851
Lafayette Investments
Maryland
$371K -$7.65K -275 -2%
JGUA
1852
John G. Ullman & Associates
New York
$371K
MSA
1853
Marino Stram & Associates
Massachusetts
$368K -$94.3K -3,387 -20%
MIS
1854
Morningstar Investment Services
Illinois
$368K -$40.6K -1,460 -10%
SDWMA
1855
Schneider Downs Wealth Management Advisors
Pennsylvania
$367K
TW
1856
Transform Wealth
Colorado
$362K -$8.63K -310 -2%
SC
1857
Saturna Capital
Washington
$362K
CCA
1858
Clearwater Capital Advisors
Illinois
$360K -$17.8K -638 -5%
SPI
1859
Santori & Peters Inc
Pennsylvania
$360K -$15.3K -549 -4%
PFA
1860
Pinnacle Family Advisors
Missouri
$360K +$1.11K +40 +0.3%
PCM
1861
Palisade Capital Management
New Jersey
$358K -$3.78M -135,697 -91%
ML
1862
McAdam LLC
Pennsylvania
$358K -$1.23K -44 -0.3%
CG
1863
Corundum Group
Colorado
$358K +$29.1K +1,045 +9%
FCT
1864
Family Capital Trust
Massachusetts
$356K
VCM
1865
Vivaldi Capital Management
Illinois
$356K +$59.7K +2,144 +19%
CWM
1866
Confluence Wealth Management
Oregon
$355K -$1.2K -43 -0.3%
GHAM
1867
Gilman Hill Asset Management
Connecticut
$354K -$206K -7,419 -36%
RW
1868
REDW Wealth
New Mexico
$353K -$162K -5,810 -31%
HIIFS
1869
Harel Insurance Investments & Financial Services
Israel
$353K -$111K -3,972 -23%
BIM
1870
Baldwin Investment Management
Pennsylvania
$353K
TVWM
1871
Tower View Wealth Management
Wisconsin
$352K -$16.1K -577 -4%
ICM
1872
IMS Capital Management
Oregon
$351K
WDL
1873
Well Done LLC
Michigan
$351K
IAA
1874
Ironsides Asset Advisors
North Carolina
$350K
IWP
1875
Icon Wealth Partners
Texas
$348K -$9.35K -336 -3%

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.