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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
BAAM
1851
Baker Avenue Asset Management
California
$463K -$62.2K -2,702 -12%
LIA
1852
LBMC Investment Advisors
Tennessee
$462K -$52.8K -2,297 -11%
MWM
1853
Merriman Wealth Management
Washington
$461K -$88.4K -3,841 -16%
NVIM
1854
New Vernon Investment Management
Illinois
$461K
OFW
1855
Omnia Family Wealth
Florida
$460K -$87.1K -3,788 -16%
SCP
1856
Sandhill Capital Partners
New York
$460K +$1.2K +52 +0.3%
PWM
1857
Paulson Wealth Management
Illinois
$459K +$20.8K +905 +5%
NB
1858
Nicolet Bankshares
Wisconsin
$459K +$73.8K +3,207 +20%
TF
1859
TLWM Financial
Texas
$458K -$16K -694 -3%
PO
1860
Private Ocean
California
$457K -$6.99K -304 -2%
AAM
1861
AMI Asset Management
California
$457K +$14K +607 +3%
SCM
1862
Smith Capital Management
Arkansas
$456K +$40.1K +1,742 +10%
BFIC
1863
Bedell Frazier Investment Counselling
California
$455K +$30.6K +1,332 +7%
CB
1864
CNB Bank
Pennsylvania
$454K +$25.9K +1,127 +6%
TF
1865
Trek Financial
Arizona
$452K +$439K +19,085 New
TSWM
1866
Triangle Securities Wealth Management
North Carolina
$451K -$74.3K -3,228 -14%
ZF
1867
Zhang Financial
Michigan
$451K -$5.31K -231 -1%
VFP
1868
Verus Financial Partners
Virginia
$450K -$8.1K -352 -2%
OIM
1869
Orca Investment Management
Oregon
$450K -$2.81K -122 -0.6%
BIM
1870
Baldwin Investment Management
Pennsylvania
$450K +$10.7K +463 +2%
REMPR
1871
Roof Eidam Maycock Peralta (REMP)
California
$449K +$92 +4 +0%
SJIM
1872
St. Johns Investment Management
Florida
$448K +$40.9K +1,779 +10%
GWAG
1873
Garrett Wealth Advisory Group
Texas
$445K +$6.74K +293 +2%
EDRIA
1874
Edmonds Duncan Registered Investment Advisors
Kansas
$443K +$1.56K +68 +0.4%
GSWM
1875
Golden State Wealth Management
California
$443K +$430K +18,711 New

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.