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2,302 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
1876
American National Bank & Trust
Texas
$474K -$66.4K -2,646 -12%
PP
1877
Pegasus Partners
Wisconsin
$473K -$41.9K -1,668 -8%
NFA
1878
Nuveen Fund Advisors
Illinois
$471K -$854K -34,027 -64%
EIG
1879
Ellenbecker Investment Group
Wisconsin
$471K +$11.7K +467 +2%
HI
1880
Harrington Investments
California
$469K +$9.71K +387 +2%
SAM
1881
Security Asset Management
New York
$468K
NG
1882
Northstar Group
New York
$466K +$38K +1,515 +9%
CCA
1883
Cobblestone Capital Advisors
New York
$465K -$47.6K -1,897 -9%
ZF
1884
Zhang Financial
Michigan
$464K +$12.7K +506 +3%
GIM
1885
Greylin Investment Management
Virginia
$463K +$904 +36 +0.2%
HFA
1886
High Falls Advisors
New York
$462K -$115K -4,580 -19%
TL
1887
TowerView LLC
New York
$461K +$478K +19,026 New
DAM
1888
Diamant Asset Management
Connecticut
$459K +$3.81K +152 +0.8%
GC
1889
Gratus Capital
Georgia
$458K +$474K +18,884 New
MBT
1890
Montecito Bank & Trust
California
$457K -$5.85K -233 -1%
SWM
1891
Shakespeare Wealth Management
Wisconsin
$457K +$75 +3 +0%
EWM
1892
Evermay Wealth Management
Virginia
$456K -$206K -8,224 -30%
VF
1893
Virtu Financial
New York
$454K -$352K -14,024 -43%
EDRIA
1894
Edmonds Duncan Registered Investment Advisors
Kansas
$454K +$69.3K +2,761 +17%
WA1
1895
Wimmer Associates 1
California
$453K -$65.9K -2,627 -12%
OIM
1896
Orca Investment Management
Oregon
$453K
JWM
1897
Janiczek Wealth Management
Colorado
$452K
BFA
1898
Beaumont Financial Advisors
Massachusetts
$451K -$6.41M -255,508 -93%
LFG
1899
LifePlan Financial Group
Ohio
$451K +$1.43K +57 +0.3%
LFASL
1900
Lugano Financial Advisors SA (LFA)
Switzerland
$451K +$470K +18,741 New

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.