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AT&T
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1,984 hedge funds and large institutions have $143B invested in AT&T in 2017 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 853 increasing their positions, 865 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $2.92B | Put options by funds: $2.13B

17% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 83

1.31% more ownership

Funds ownership: 73.11% → 74.41% (+1.3%)

0% less funds holding

Funds holding: 1,991 → 1,984 (-7)

1% less capital invested

Capital invested by funds: $144B → $143B (-$786M)

1% less repeat investments, than reductions

Existing positions increased: 853 | Existing positions reduced: 865

21% less funds holding in top 10

Funds holding in top 10: 305 → 240 (-65)

Holders
1,984
Holders Change
-7
Holders Change %
-0.35%
% of All Funds
49.39%
Holding in Top 10
240
Holding in Top 10 Change
-65
Holding in Top 10 Change %
-21.31%
% of All Funds
5.97%
New
97
Increased
853
Reduced
865
Closed
83
Calls
$2.92B
Puts
$2.13B
Net Calls
+$792M
Net Calls Change
+$913M

Top Buyers

1
BlackRock
BlackRock
New York
+$14.6B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$668M
3
Ameriprise
Ameriprise
Minnesota
+$601M
4
Capital World Investors
Capital World Investors
California
+$394M
5
Barclays
Barclays
United Kingdom
+$385M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$634M
2
State Street
State Street
Massachusetts
-$283M
3
N
Natixis
France
-$222M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$213M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$179M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
1876
Brightworth
Georgia
$216K -$28.7K -913 -12%
CWP
1877
Capital Wealth Planning
Florida
$216K – – –
Diamond Hill Capital Management
1878
Diamond Hill Capital Management
Ohio
$215K +$215K +6,845 New
TFA
1879
Toth Financial Advisory
Virginia
$214K +$214K +6,808 New
RFWA
1880
RPg Family Wealth Advisory
Massachusetts
$214K +$504 +16 +0.2%
RI
1881
Ridgewood Investments
New Jersey
$212K +$212K +6,743 New
QAM
1882
Quantres Asset Management
Cayman Islands
$212K +$212K +6,752 New
FNBOH
1883
First National Bank of Hutchinson
Kansas
$211K -$40.4K -1,284 -16%
TNAM
1884
Terra Nova Asset Management
New York
$209K – – –
BWA
1885
Brave Warrior Advisors
New York
$208K – – –
GBA
1886
Garrison Bradford & Associates
New York
$208K – – –
PS
1887
Portfolio Solutions
Michigan
$208K – – –
SS
1888
Sunbelt Securities
Texas
$208K +$535 +17 +0.3%
MCM
1889
Marathon Capital Management
Maryland
$207K -$43.4K -1,380 -17%
BA
1890
Birinyi Associates
Connecticut
$207K +$207K +6,580 New
VHAM
1891
Van Hulzen Asset Management
California
$205K -$20.6K -654 -9%
SCA
1892
Sippican Capital Advisors
Massachusetts
$204K – – –
PH
1893
Pinnacle Holdings
Oklahoma
$203K -$6.26K -199 -3%
BA
1894
Bristlecone Advisors
Washington
$202K -$21.9K -695 -10%
WAM
1895
Wolverine Asset Management
Illinois
$201K +$150K +4,767 +288%
SHJ
1896
Sharkey, Howes & Javer
Colorado
$197K – – –
JFA
1897
JNBA Financial Advisors
Minnesota
$194K +$12.2K +388 +7%
TCM
1898
Tradewinds Capital Management
Washington
$186K -$4.82K -153 -3%
LA
1899
Legacy Advisors
Pennsylvania
$182K – – –
FMP
1900
Financial Management Professionals
Texas
$182K +$126 +4 +0.1%
74 75
76
77 78

T Hedge Fund Activity: Q1 2017 in Review

1,984 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2017, worth a combined $143B — down 0.55% from $144B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new T positions and 83 closed out — a net gain of 14 holders — while 853 added to existing stakes and 865 trimmed.

The largest buyer was BlackRock, adding an estimated $14.6B. The largest seller was Capital Research Global Investors, cutting an estimated $634M.

  • 1,984 institutional investors held AT&T (T) as of Q1 2017, down from 1,991 in Q4 2016.
  • Funds reported $143B of AT&T stock for Q1 2017, down 0.55% quarter-over-quarter.
  • 97 funds opened new AT&T positions in Q1 2017 and 83 closed out, a net change of +14 holders.
  • The largest AT&T buyer in Q1 2017 was BlackRock, an estimated $14.6B added.
  • The largest AT&T seller in Q1 2017 was Capital Research Global Investors, an estimated $634M sold.

Based on aggregated 13F filings for Q1 2017.