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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
MBT
1876
Montecito Bank & Trust
California
$449K -$26.6K -1,086 -6%
JWM
1877
Jackson Wealth Management
Florida
$448K +$18.1K +740 +4%
TCM
1878
Tradition Capital Management
New Jersey
$447K -$121K -4,939 -22%
CFN
1879
Cordasco Financial Network
Florida
$447K -$102K -4,158 -19%
AWM
1880
Aries Wealth Management
Maine
$447K
CAM
1881
Cypress Asset Management
Texas
$447K +$41.3K +1,688 +11%
CB
1882
CNB Bank
Pennsylvania
$446K -$23.8K -970 -5%
GC
1883
Gilbert & Cook
Iowa
$446K +$103K +4,220 +32%
MIFH
1884
Migdal Insurance & Financial Holdings
Israel
$445K -$1.06M -43,251 -71%
EF
1885
Empirical Finance
Pennsylvania
$445K +$52.3K +2,137 +14%
QCI
1886
Quaker Capital Investments
Pennsylvania
$443K
LFA
1887
Legacy Financial Advisors
Kentucky
$443K -$25.6K -1,047 -6%
AW
1888
Alpha Windward
Massachusetts
$442K -$522K -21,307 -55%
VCM
1889
Vivaldi Capital Management
Illinois
$442K +$61.3K +2,504 +17%
PP
1890
PDS Planning
Ohio
$441K -$7.1K -290 -2%
SEC
1891
Seven Eight Capital
New York
$440K -$3.61M -147,363 -89%
KM
1892
Kalos Management
Georgia
$439K -$132K -5,377 -23%
HC
1893
Henshaw Capital
Massachusetts
$437K
BFIC
1894
Bedell Frazier Investment Counselling
California
$436K
AI
1895
Accredited Investors
Minnesota
$433K -$22.4K -914 -5%
ACM
1896
Adalta Capital Management
New York
$433K
AWM
1897
Aevitas Wealth Management
Massachusetts
$433K +$31.1K +1,269 +8%
TDC
1898
Thompson Davis & Co
Virginia
$428K +$265K +10,809 +178%
PP
1899
Pegasus Partners
Wisconsin
$427K -$65K -2,655 -14%
HCA
1900
Harbour Capital Advisors
Virginia
$427K +$1.72K +70 +0.4%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.