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2,469 hedge funds and large institutions have $116B invested in AT&T in 2020 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 1,034 increasing their positions, 1,104 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 128

1% more capital invested

Capital invested by funds: $115B → $116B (+$1.08B)

1% less funds holding

Funds holding: 2,4882,469 (-19)

6% less repeat investments, than reductions

Existing positions increased: 1,034 | Existing positions reduced: 1,104

1.47% less ownership

Funds ownership: 72.93%71.46% (-1.5%)

27% less funds holding in top 10

Funds holding in top 10: 157115 (-42)

27% less call options, than puts

Call options by funds: $1.61B | Put options by funds: $2.2B

Holders
2,469
Holders Change
-19
Holders Change %
-0.76%
% of All Funds
50.63%
Holding in Top 10
115
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-26.75%
% of All Funds
2.36%
New
134
Increased
1,034
Reduced
1,104
Closed
128
Calls
$1.61B
Puts
$2.2B
Net Calls
-$594M
Net Calls Change
-$253M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1876
Addison Capital
Pennsylvania
$509K +$4.49K +197 +0.9%
PCP
1877
Proficio Capital Partners
Massachusetts
$508K -$16.7K -732 -3%
PG
1878
Pendal Group
Australia
$508K +$507K +22,268 New
EWM
1879
Evermay Wealth Management
Virginia
$507K -$20.8K -912 -4%
22CM
1880
20/20 Capital Management
California
$504K -$11.7K -515 -2%
AWM
1881
Avior Wealth Management
Nebraska
$503K +$134K +5,869 +36%
CGA
1882
Crescent Grove Advisors
Illinois
$502K -$224K -9,828 -31%
LI
1883
Lafayette Investments
Maryland
$502K -$6.01K -264 -1%
SSW
1884
Smith Shellnut Wilson
Mississippi
$501K +$14.5K +636 +3%
AL
1885
Aspiriant LLC
California
$500K -$51.2K -2,246 -9%
PWM
1886
Paulson Wealth Management
Illinois
$500K +$8.52K +374 +2%
UWM
1887
USAdvisors Wealth Management
Minnesota
$500K +$499K +21,898 New
KWA
1888
KCS Wealth Advisory
California
$499K -$41.8K -1,834 -8%
CSA
1889
Cottage Street Advisors
Massachusetts
$499K +$498K +21,866 New
CWC
1890
Carolinas Wealth Consulting
North Carolina
$498K -$36.2K -1,588 -7%
GAM
1891
Garrison Asset Management
Arkansas
$498K -$23.1K -1,014 -4%
IWA
1892
Inspirion Wealth Advisors
Illinois
$496K
RHDIC
1893
R.H. Dinel Investment Counsel
California
$496K
SFS
1894
Strategic Financial Services
New York
$496K
BRC
1895
Bell Rock Capital
Delaware
$495K +$524 +23 +0.1%
TAM
1896
Townsend Asset Management
North Carolina
$492K +$2.69K +118 +0.6%
PP
1897
PDS Planning
Ohio
$491K +$120K +5,289 +33%
JCM
1898
Janney Capital Management
Pennsylvania
$490K -$192K -8,423 -28%
CFD
1899
Creative Financial Designs
Indiana
$489K +$353K +15,501 +261%
VFPI
1900
Vantage Financial Partners (Illinois)
Illinois
$488K

T Hedge Fund Activity: Q2 2020 in Review

2,469 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2020, worth a combined $116B — up 0.94% from $115B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new T positions and 128 closed out — a net gain of 6 holders — while 1,034 added to existing stakes and 1,104 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $774M. The largest seller was Vanguard Group, cutting an estimated $774M.

  • 2,469 institutional investors held AT&T (T) as of Q2 2020, down from 2,488 in Q1 2020.
  • Funds reported $116B of AT&T stock for Q2 2020, up 0.94% quarter-over-quarter.
  • 134 funds opened new AT&T positions in Q2 2020 and 128 closed out, a net change of +6 holders.
  • The largest AT&T buyer in Q2 2020 was Nordea Investment Management, an estimated $774M added.
  • The largest AT&T seller in Q2 2020 was Vanguard Group, an estimated $774M sold.

Based on aggregated 13F filings for Q2 2020.