We are live on ! Find out more

2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
WC
1876
Weil Company
California
$348K
NWS
1877
Newport Wealth Strategies
California
$346K -$7.65K -275 -2%
MWM
1878
MinichMacGregor Wealth Management
New York
$345K -$11.9K -426 -3%
BMM
1879
Berkshire Money Management
Massachusetts
$345K -$10.4K -373 -3%
CIP
1880
Cornerstone Investment Partners
Georgia
$344K
Twin Tree Management
1881
Twin Tree Management
Texas
$343K +$355K +12,744 New
NED
1882
Nancy E. Dempze
$342K
FAM
1883
Fenimore Asset Management
New York
$340K -$9.57K -344 -3%
WA
1884
WP Advisors
California
$340K +$1.28K +46 +0.4%
HHGA
1885
Halbert Hargrove Global Advisors
California
$340K +$1.75K +63 +0.5%
GC
1886
Gilbert & Cook
Iowa
$340K +$55.4K +1,990 +19%
NCM
1887
Northwest Capital Management
Oregon
$338K +$9.27K +333 +3%
VCM
1888
Vision Capital Management
Oregon
$336K -$95.9K -3,445 -22%
AEPG
1889
American Economic Planning Group
New Jersey
$335K +$1.03K +37 +0.3%
ACM
1890
Armbruster Capital Management
New York
$333K -$10.1K -364 -3%
PIC
1891
Portland Investment Counsel
Ontario, Canada
$332K -$505K -18,139 -60%
WPIC
1892
White Pine Investment Company
Michigan
$331K -$13.3K -478 -4%
BWAM
1893
Boyd Watterson Asset Management
Ohio
$330K +$24.7K +886 +8%
MA
1894
MANA Advisors
New York
$328K +$339K +12,194 New
ECAM
1895
East Coast Asset Management
Massachusetts
$326K -$11.2K -404 -3%
BW
1896
Biegel & Waller
Maryland
$326K +$4.12K +148 +1%
SS
1897
Sunbelt Securities
Texas
$324K -$111K -4,001 -25%
HCIA
1898
Hochman Cole Investment Advisors
Illinois
$324K
WF
1899
WealthTrust Fairport
Ohio
$323K -$156K -5,609 -32%
MYIA
1900
Mount Yale Investment Advisors
Colorado
$323K +$334K +12,006 New

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.