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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1901
Pegasus Asset Management
New York
$321K -$68K -2,444 -17%
KSA
1902
Ken Stern & Associates
California
$320K -$5.01K -180 -1%
AF
1903
Affiance Financial
Minnesota
$319K +$99.9K +3,591 +43%
Aristotle Capital Management
1904
Aristotle Capital Management
California
$317K
AAM
1905
Autus Asset Management
Arizona
$316K -$38.3K -1,377 -11%
LCM
1906
Leisure Capital Management
California
$315K +$326K +11,699 New
ACM
1907
Ashford Capital Management
Delaware
$313K
PD
1908
Planning Directions
Pennsylvania
$312K +$322K +11,573 New
RHJA
1909
Rice Hall James & Associates
California
$311K
KFA
1910
Kabarec Financial Advisors
Illinois
$310K -$2.86M -102,794 -90%
CHP
1911
Cable Hill Partners
Oregon
$310K +$24.3K +872 +8%
SBL
1912
Sargent Bickham Lagudis
Colorado
$309K -$37.9K -1,361 -11%
IGGA
1913
Iron Gate Global Advisors
Utah
$308K -$18.4K -662 -5%
CAL
1914
Capital Analysts LLC
Pennsylvania
$307K -$112K -4,013 -26%
VST
1915
Van Strum & Towne
California
$307K +$20.5K +738 +7%
MCM
1916
McMillion Capital Management
North Carolina
$306K
HCM
1917
Highlander Capital Management
New Jersey
$305K +$6.04K +217 +2%
GTAM
1918
Global Trust Asset Management
Florida
$303K -$380K -13,669 -55%
DA
1919
Dillon & Associates
Michigan
$302K -$46.2K -1,661 -13%
CHAM
1920
Clear Harbor Asset Management
Connecticut
$297K +$19.5K +700 +7%
WA
1921
Wealth Architects
California
$296K -$21.1K -759 -6%
PWM
1922
Paulson Wealth Management
Illinois
$295K +$1.2K +43 +0.4%
GAM
1923
Gould Asset Management
California
$292K -$21.5K -774 -7%
PGA
1924
Premia Global Advisors
Florida
$292K
BCM
1925
BlueCrest Capital Management
Jersey
$292K +$302K +10,840 New

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.