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1,978 hedge funds and large institutions have $136B invested in AT&T in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 941 increasing their positions, 800 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 941 | Existing positions reduced: 800

17% more funds holding in top 10

Funds holding in top 10: 150175 (+25)

5% more capital invested

Capital invested by funds: $130B → $136B (+$6.67B)

1.07% more ownership

Funds ownership: 74.03%75.1% (+1.1%)

0% less funds holding

Funds holding: 1,9811,978 (-3)

28% less call options, than puts

Call options by funds: $3.51B | Put options by funds: $4.85B

Holders
1,978
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
49.3%
Holding in Top 10
175
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+16.67%
% of All Funds
4.36%
New
76
Increased
941
Reduced
800
Closed
60
Calls
$3.51B
Puts
$4.85B
Net Calls
-$1.34B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
Diamond Hill Capital Management
1876
Diamond Hill Capital Management
Ohio
$210K +$201K +7,090 New
HCA
1877
Horan Capital Advisors
Ohio
$207K -$28.2K -993 -12%
FBFS
1878
First Business Financial Services
Wisconsin
$207K +$199K +6,993 New
RCA
1879
Rowland Carmichael Advisors
Arizona
$206K +$197K +6,951 New
EA
1880
Elm Advisors
California
$203K -$59.6K -2,101 -23%
JFA
1881
JNBA Financial Advisors
Minnesota
$203K +$18.8K +662 +11%
DOA
1882
D'Orazio & Associates
Virginia
$202K -$994 -35 -0.5%
BWFA
1883
Baltimore-Washington Financial Advisors
Maryland
$200K +$192K +6,764 New
LA
1884
Legacy Advisors
Pennsylvania
$195K +$22.5K +792 +14%
BWA
1885
Burt Wealth Advisors
Maryland
$192K -$27.1K -955 -13%
PH
1886
Pinnacle Holdings
Oklahoma
$191K
CFD
1887
Creative Financial Designs
Indiana
$189K -$19.7K -693 -10%
SC
1888
SRB Corp
Massachusetts
$186K
AIP
1889
Almanack Investment Partners
Pennsylvania
$185K +$15.3K +538 +9%
SAM
1890
Shamrock Asset Management
Texas
$182K -$25.9K -913 -13%
FFW
1891
Fusion Family Wealth
New York
$181K +$135K +4,751 +346%
APSP
1892
Asset Planning Services (Pennsylvania)
Pennsylvania
$179K +$11.5K +404 +7%
SFPIA
1893
Stevens First Principles Investment Advisors
California
$178K +$147K +5,171 +621%
BWL
1894
Bogart Wealth LLC
Virginia
$178K +$175K +6,159 New
SHJ
1895
Sharkey, Howes & Javer
Colorado
$176K -$22.6K -795 -12%
FA
1896
Financial Advantage
Maryland
$174K +$167K +5,894 New
TCM
1897
Tradewinds Capital Management
Washington
$172K -$483 -17 -0.3%
FMP
1898
Financial Management Professionals
Texas
$172K +$114 +4 +0.1%
JWM
1899
Jacobus Wealth Management
Wisconsin
$166K
RCG
1900
Ruggie Capital Group
Florida
$165K -$29.8K -1,048 -16%

T Hedge Fund Activity: Q3 2017 in Review

1,978 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2017, worth a combined $136B — up 5.1% from $130B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new T positions and 60 closed out — a net gain of 16 holders — while 941 added to existing stakes and 800 trimmed.

The largest buyer was Bank of America, adding an estimated $436M. The largest seller was Capital International Investors, cutting an estimated $269M.

  • 1,978 institutional investors held AT&T (T) as of Q3 2017, down from 1,981 in Q2 2017.
  • Funds reported $136B of AT&T stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 76 funds opened new AT&T positions in Q3 2017 and 60 closed out, a net change of +16 holders.
  • The largest AT&T buyer in Q3 2017 was Bank of America, an estimated $436M added.
  • The largest AT&T seller in Q3 2017 was Capital International Investors, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2017.