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2,314 hedge funds and large institutions have $124B invested in AT&T in 2019 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 1,150 increasing their positions, 875 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 1,150 | Existing positions reduced: 875

10% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 115

10% more capital invested

Capital invested by funds: $112B → $124B (+$11.4B)

10% more funds holding in top 10

Funds holding in top 10: 122134 (+12)

4% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.77B

0.56% less ownership

Funds ownership: 72.37%71.81% (-0.56%)

1% less funds holding

Funds holding: 2,3282,314 (-14)

Holders
2,314
Holders Change
-14
Holders Change %
-0.6%
% of All Funds
50.09%
Holding in Top 10
134
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.84%
% of All Funds
2.9%
New
127
Increased
1,150
Reduced
875
Closed
115
Calls
$1.84B
Puts
$1.77B
Net Calls
+$67.8M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1876
BigSur Wealth Management
Florida
$442K -$305K -13,240 -42%
JWM
1877
Janiczek Wealth Management
Colorado
$441K
TAM
1878
Trillium Asset Management
Massachusetts
$439K -$16.4K -711 -4%
AIM
1879
Advantage Investment Management
Iowa
$439K +$2.02K +88 +0.5%
HHGA
1880
Halbert Hargrove Global Advisors
California
$439K +$42K +1,824 +11%
PHAM
1881
Palisades Hudson Asset Management
Florida
$434K -$111K -4,806 -21%
SWM
1882
Segment Wealth Management
Texas
$434K +$40.3K +1,750 +11%
BA
1883
Birinyi Associates
Connecticut
$433K
EIG
1884
Ellenbecker Investment Group
Wisconsin
$433K +$39.8K +1,730 +10%
GIM
1885
Greylin Investment Management
Virginia
$430K +$6.1K +265 +1%
BRA
1886
Bender Robert & Associates
California
$430K +$8.23K +358 +2%
DI
1887
DFPG Investments
Utah
$429K +$98.6K +4,285 +32%
LFG
1888
LifePlan Financial Group
Ohio
$428K +$6.1K +265 +1%
LWCFA
1889
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$425K -$4.3K -187 -1%
BBWA
1890
Bell & Brown Wealth Advisors
California
$424K -$322K -13,991 -44%
PAM
1891
Peak Asset Management
Colorado
$424K +$621 +27 +0.2%
PIMG
1892
Patriot Investment Management Group
Tennessee
$424K +$412K +17,926 New
VFPI
1893
Vantage Financial Partners (Illinois)
Illinois
$423K -$14.8K -645 -3%
SWMG
1894
Strategic Wealth Management Group
Maryland
$422K -$8.33K -362 -2%
TVAMP
1895
Tennessee Valley Asset Management Partners
Tennessee
$418K -$19.5K -849 -5%
RW
1896
REDW Wealth
New Mexico
$418K +$23.6K +1,026 +6%
PS
1897
Portfolio Solutions
Michigan
$417K -$26.8K -1,165 -6%
SRC
1898
Shufro Rose & Co
New York
$416K -$24.6K -1,070 -6%
HGWM
1899
Harvest Group Wealth Management
Massachusetts
$416K -$3.15K -137 -0.8%
GAM
1900
Gould Asset Management
California
$416K +$180K +7,813 +80%

T Hedge Fund Activity: Q1 2019 in Review

2,314 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2019, worth a combined $124B — up 10% from $112B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new T positions and 115 closed out — a net gain of 12 holders — while 1,150 added to existing stakes and 875 trimmed.

The largest buyer was State Street, adding an estimated $550M. The largest seller was T. Rowe Price Associates, cutting an estimated $490M.

  • 2,314 institutional investors held AT&T (T) as of Q1 2019, down from 2,328 in Q4 2018.
  • Funds reported $124B of AT&T stock for Q1 2019, up 10% quarter-over-quarter.
  • 127 funds opened new AT&T positions in Q1 2019 and 115 closed out, a net change of +12 holders.
  • The largest AT&T buyer in Q1 2019 was State Street, an estimated $550M added.
  • The largest AT&T seller in Q1 2019 was T. Rowe Price Associates, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2019.