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2,469 hedge funds and large institutions have $116B invested in AT&T in 2020 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 1,034 increasing their positions, 1,104 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 128

1% more capital invested

Capital invested by funds: $115B → $116B (+$1.08B)

1% less funds holding

Funds holding: 2,4882,469 (-19)

6% less repeat investments, than reductions

Existing positions increased: 1,034 | Existing positions reduced: 1,104

1.47% less ownership

Funds ownership: 72.93%71.46% (-1.5%)

27% less funds holding in top 10

Funds holding in top 10: 157115 (-42)

27% less call options, than puts

Call options by funds: $1.61B | Put options by funds: $2.2B

Holders
2,469
Holders Change
-19
Holders Change %
-0.76%
% of All Funds
50.63%
Holding in Top 10
115
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-26.75%
% of All Funds
2.36%
New
134
Increased
1,034
Reduced
1,104
Closed
128
Calls
$1.61B
Puts
$2.2B
Net Calls
-$594M
Net Calls Change
-$253M
Name Holding Trade Value Shares
Change
Change in
Stake
OLA
1851
Oliver Luxxe Assets
New Jersey
$535K +$2.8K +123 +0.5%
SAA
1852
Southeast Asset Advisors
Georgia
$535K +$36K +1,579 +7%
PGIM
1853
Pacific Global Investment Management
California
$534K +$2.62K +115 +0.5%
APW
1854
Austin Private Wealth
Texas
$531K +$44.7K +1,962 +9%
IIC
1855
Integrated Investment Consultants
Michigan
$529K +$16.9K +744 +3%
TCPWM
1856
Traverso Chambers Private Wealth Management
California
$529K +$26.2K +1,152 +5%
KC
1857
Kingfisher Capital
North Carolina
$528K -$12.8K -561 -2%
EWF
1858
Epstein & White Financial
California
$527K -$306K -13,438 -37%
AFS
1859
Axiom Financial Strategies
Indiana
$527K +$10.9K +480 +2%
WCM
1860
Weik Capital Management
Pennsylvania
$525K -$158K -6,926 -23%
ARG
1861
Advisory Resource Group
Oklahoma
$525K +$16.1K +709 +3%
GFPC
1862
Global Financial Private Client
Florida
$524K -$55K -2,415 -9%
MPIA
1863
Mountain Pacific Investment Advisers
Idaho
$524K +$6.01K +264 +1%
WB
1864
West Bancorporation
Iowa
$523K -$109K -4,778 -17%
DC
1865
DeDora Capital
California
$521K +$17K +747 +3%
SWMG
1866
Strategic Wealth Management Group
Maryland
$519K +$27.1K +1,189 +6%
HTHT
1867
Hemenway Trust Hemenway Trust
New Hampshire
$517K -$33.6K -1,477 -6%
WC
1868
Whitney & Co
New York
$517K +$28.2K +1,239 +6%
BFA
1869
Beacon Financial Advisory
Ohio
$517K +$52.8K +2,318 +11%
IHL
1870
Investment House LLC
California
$514K -$415K -18,207 -45%
MWP
1871
Moller Wealth Partners
$511K -$43.7K -1,920 -8%
DFG
1872
Demars Financial Group
Washington
$511K +$31.5K +1,383 +7%
PFO
1873
Pathstone Family Office
New Jersey
$510K -$4.83K -212 -0.9%
BHWM
1874
Bay Harbor Wealth Management
Maryland
$509K -$14.6K -639 -3%
GIP
1875
Granite Investment Partners
California
$509K +$251 +11 +0%

T Hedge Fund Activity: Q2 2020 in Review

2,469 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2020, worth a combined $116B — up 0.94% from $115B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new T positions and 128 closed out — a net gain of 6 holders — while 1,034 added to existing stakes and 1,104 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $774M. The largest seller was Vanguard Group, cutting an estimated $774M.

  • 2,469 institutional investors held AT&T (T) as of Q2 2020, down from 2,488 in Q1 2020.
  • Funds reported $116B of AT&T stock for Q2 2020, up 0.94% quarter-over-quarter.
  • 134 funds opened new AT&T positions in Q2 2020 and 128 closed out, a net change of +6 holders.
  • The largest AT&T buyer in Q2 2020 was Nordea Investment Management, an estimated $774M added.
  • The largest AT&T seller in Q2 2020 was Vanguard Group, an estimated $774M sold.

Based on aggregated 13F filings for Q2 2020.