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AT&T
T

Overview Fund Activity

2,480 hedge funds and large institutions have $115B invested in AT&T in 2020 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 1,108 increasing their positions, 1,089 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,480
Holders Change
-98
Holders Change %
-3.8%
% of All Funds
54.78%
Holding in Top 10
156
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-25.36%
% of All Funds
3.45%
New
120
Increased
1,108
Reduced
1,089
Closed
179
Calls
$1.63B
Puts
$1.97B
Net Calls
-$340M
Net Calls Change
-$1.95B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$536M
2
Charles Schwab
Charles Schwab
California
+$364M
3
Renaissance Technologies
Renaissance Technologies
New York
+$299M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$232M
5
Newport Trust Company
Newport Trust Company
District of Columbia
+$181M

Top Sellers

1
BlackRock
BlackRock
New York
-$561M
2
CS
Credit Suisse
Switzerland
-$423M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$411M
4
Morgan Stanley
Morgan Stanley
New York
-$383M
5
CSIA
Charles Schwab Investment Advisory
California
-$342M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTHT
1851
Hemenway Trust Hemenway Trust
New Hampshire
$531K -$11.4K -517 -2%
AL
1852
Aspiriant LLC
California
$531K +$41K +1,857 +8%
PBO
1853
Peoples Bank (Ohio)
Ohio
$528K +$46.3K +2,106 +10%
OLA
1854
Oliver Luxxe Assets
New Jersey
$526K -$12.5K -556 -2%
PAWC
1855
P.A.W. Capital
Connecticut
$525K – – –
RI
1856
Ridgewood Investments
New Jersey
$525K +$4.58K +208 +0.9%
NB
1857
Nicolet Bankshares
Wisconsin
$525K +$95.1K +4,317 +22%
MAM
1858
Morse Asset Management
Connecticut
$524K -$120K -5,428 -19%
ECM
1859
Exchange Capital Management
Michigan
$523K – – –
CMANY
1860
Capital Management Associates (New York)
New York
$522K -$318K -14,435 -38%
KWA
1861
KCS Wealth Advisory
California
$522K -$61K -2,772 -10%
KC
1862
Kingfisher Capital
North Carolina
$521K -$8.5K -386 -2%
BWFA
1863
Baltimore-Washington Financial Advisors
Maryland
$520K -$23.5K -1,068 -4%
CQS
1864
Credential Qtrade Securities
$517K +$26.6K +1,209 +5%
CWC
1865
Carolinas Wealth Consulting
North Carolina
$516K +$311K +14,117 +152%
QCM
1866
Quest Capital Management
Texas
$513K +$19.6K +891 +4%
PGIM
1867
Pacific Global Investment Management
California
$512K -$214K -9,730 -30%
AWM
1868
AllSquare Wealth Management
New York
$512K +$12.2K +552 +2%
PMFA
1869
Plante Moran Financial Advisors
Michigan
$509K -$30K -1,361 -6%
EWM
1870
Evermay Wealth Management
Virginia
$509K -$22.2K -1,009 -4%
DIM
1871
DC Investments Management
Virginia
$506K +$39.2K +1,782 +8%
PCP
1872
Proficio Capital Partners
Massachusetts
$506K +$140K +6,416 +38%
BHWM
1873
Bay Harbor Wealth Management
Maryland
$505K +$16.9K +768 +3%
SWM
1874
Shakespeare Wealth Management
Wisconsin
$504K – – –
STA
1875
Summit Trail Advisors
New York
$504K +$91.3K +4,150 +22%
73 74
75
76 77