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1,984 hedge funds and large institutions have $143B invested in AT&T in 2017 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 853 increasing their positions, 865 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $2.92B | Put options by funds: $2.13B

17% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 83

1.31% more ownership

Funds ownership: 73.11%74.41% (+1.3%)

0% less funds holding

Funds holding: 1,9911,984 (-7)

1% less capital invested

Capital invested by funds: $144B → $143B (-$786M)

1% less repeat investments, than reductions

Existing positions increased: 853 | Existing positions reduced: 865

21% less funds holding in top 10

Funds holding in top 10: 305240 (-65)

Holders
1,984
Holders Change
-7
Holders Change %
-0.35%
% of All Funds
49.39%
Holding in Top 10
240
Holding in Top 10 Change
-65
Holding in Top 10 Change %
-21.31%
% of All Funds
5.97%
New
97
Increased
853
Reduced
865
Closed
83
Calls
$2.92B
Puts
$2.13B
Net Calls
+$792M
Net Calls Change
+$913M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1901
SRB Corp
Massachusetts
$180K -$6.8K -216 -4%
JWM
1902
Jacobus Wealth Management
Wisconsin
$176K -$72.9K -2,317 -29%
BL
1903
Balentine LLC
Georgia
$174K +$4.94K +157 +3%
APSP
1904
Asset Planning Services (Pennsylvania)
Pennsylvania
$173K +$36.5K +1,161 +27%
IDBONY
1905
Israel Discount Bank of New York
New York
$168K -$22.9K -728 -12%
CIA
1906
Cascade Investment Advisors
Oregon
$159K
DIA
1907
Davidson Investment Advisors
Montana
$151K +$34.9K +1,110 +30%
NEAM
1908
New England Asset Management
Connecticut
$140K
HCA
1909
Heck Capital Advisors
Wisconsin
$136K -$6.07K -193 -4%
LWM
1910
Lenox Wealth Management
Ohio
$134K -$36.6K -1,164 -21%
WCM
1911
Wealthcare Capital Management
Virginia
$123K +$63 +2 +0.1%
RPG
1912
Risk Paradigm Group
Texas
$120K -$74.5K -2,366 -38%
DPA
1913
Delphi Private Advisors
California
$119K -$57.9K -1,839 -33%
SQA
1914
Simon Quick Advisors
New Jersey
$119K +$19.5K +620 +20%
WIM
1915
Westside Investment Management
California
$119K +$7.68K +244 +7%
SIAP
1916
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$113K +$84.3K +2,680 +289%
AIP
1917
Almanack Investment Partners
Pennsylvania
$109K +$110K +3,481 New
TWMP
1918
Taylor Wealth Management Partners
Massachusetts
$106K +$441 +14 +0.4%
WP
1919
WealthPLAN Partners
Nebraska
$104K +$105K +3,323 New
HA
1920
Harfst & Associates
Wyoming
$104K -$357K -11,357 -77%
LWM
1921
LBA Wealth Management
Florida
$104K -$441 -14 -0.4%
UWPG
1922
Ullmann Wealth Partners Group
Florida
$101K +$101K +3,219 New
WA
1923
WealthTrust-Arizona
Arizona
$92K -$16.5K -524 -15%
TFO
1924
Tarbox Family Office
California
$92K
LYV
1925
Live Your Vision
Pennsylvania
$89K

T Hedge Fund Activity: Q1 2017 in Review

1,984 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2017, worth a combined $143B — down 0.55% from $144B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new T positions and 83 closed out — a net gain of 14 holders — while 853 added to existing stakes and 865 trimmed.

The largest buyer was BlackRock, adding an estimated $14.6B. The largest seller was Capital Research Global Investors, cutting an estimated $634M.

  • 1,984 institutional investors held AT&T (T) as of Q1 2017, down from 1,991 in Q4 2016.
  • Funds reported $143B of AT&T stock for Q1 2017, down 0.55% quarter-over-quarter.
  • 97 funds opened new AT&T positions in Q1 2017 and 83 closed out, a net change of +14 holders.
  • The largest AT&T buyer in Q1 2017 was BlackRock, an estimated $14.6B added.
  • The largest AT&T seller in Q1 2017 was Capital Research Global Investors, an estimated $634M sold.

Based on aggregated 13F filings for Q1 2017.