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1,978 hedge funds and large institutions have $136B invested in AT&T in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 941 increasing their positions, 800 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 941 | Existing positions reduced: 800

17% more funds holding in top 10

Funds holding in top 10: 150175 (+25)

5% more capital invested

Capital invested by funds: $130B → $136B (+$6.67B)

1.07% more ownership

Funds ownership: 74.03%75.1% (+1.1%)

0% less funds holding

Funds holding: 1,9811,978 (-3)

28% less call options, than puts

Call options by funds: $3.51B | Put options by funds: $4.85B

Holders
1,978
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
49.3%
Holding in Top 10
175
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+16.67%
% of All Funds
4.36%
New
76
Increased
941
Reduced
800
Closed
60
Calls
$3.51B
Puts
$4.85B
Net Calls
-$1.34B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1901
ClariVest Asset Management
California
$164K -$6.1K -215 -4%
IDBONY
1902
Israel Discount Bank of New York
New York
$160K
CAPTRUST Financial Advisors
1903
CAPTRUST Financial Advisors
North Carolina
$155K +$159K +5,590 New
CIA
1904
Cascade Investment Advisors
Oregon
$150K
NEAM
1905
New England Asset Management
Connecticut
$132K
RFWA
1906
RPg Family Wealth Advisory
Massachusetts
$123K -$28.2K -994 -19%
HCA
1907
Heck Capital Advisors
Wisconsin
$123K +$3.12K +110 +3%
AIS
1908
AlphaOne Investment Services
Pennsylvania
$122K +$117K +4,107 New
USGIU
1909
U.S. Global Investors (USGI)
Texas
$117K -$337K -11,876 -75%
WCM
1910
Wealthcare Capital Management
Virginia
$115K +$28 +1 +0%
MIM
1911
Macroview Investment Management
Maryland
$106K +$60K +2,112 +144%
PCP
1912
Proficio Capital Partners
Massachusetts
$105K -$79.3K -2,792 -44%
NCM
1913
New Capital Management
Texas
$104K +$56.4K +1,986 +131%
Financial Engines Advisors
1914
Financial Engines Advisors
California
$104K +$100K +3,522 New
TWMP
1915
Taylor Wealth Management Partners
Massachusetts
$100K
WIM
1916
Westside Investment Management
California
$99.1K +$57 +2 +0.1%
TFO
1917
Tarbox Family Office
California
$98K +$11.6K +408 +14%
RPG
1918
Risk Paradigm Group
Texas
$95.9K -$124K -4,352 -57%
BWP
1919
Baldwin Wealth Partners
Massachusetts
$90K -$57.7K -2,034 -40%
AFIA
1920
America First Investment Advisors
Nebraska
$89K
LYV
1921
Live Your Vision
Pennsylvania
$86K +$1.33K +47 +2%
WA
1922
WealthTrust-Arizona
Arizona
$85K +$28 +1 +0%
CP
1923
Corbenic Partners
Pennsylvania
$83K +$255 +9 +0.3%
CFG
1924
CKW Financial Group
Hawaii
$81K -$64.8K -2,283 -46%
NIC
1925
Northwest Investment Counselors
Oregon
$80K +$40.3K +1,418 +109%

T Hedge Fund Activity: Q3 2017 in Review

1,978 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2017, worth a combined $136B — up 5.1% from $130B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new T positions and 60 closed out — a net gain of 16 holders — while 941 added to existing stakes and 800 trimmed.

The largest buyer was Bank of America, adding an estimated $436M. The largest seller was Capital International Investors, cutting an estimated $269M.

  • 1,978 institutional investors held AT&T (T) as of Q3 2017, down from 1,981 in Q2 2017.
  • Funds reported $136B of AT&T stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 76 funds opened new AT&T positions in Q3 2017 and 60 closed out, a net change of +16 holders.
  • The largest AT&T buyer in Q3 2017 was Bank of America, an estimated $436M added.
  • The largest AT&T seller in Q3 2017 was Capital International Investors, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2017.