T icon

AT&T
T

Overview Fund Activity

2,296 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,314 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,296
Holders Change
+143
Holders Change %
+6.64%
% of All Funds
52.64%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,314
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.65B
2
BlackRock
BlackRock
New York
+$2.16B
3
Dodge & Cox
Dodge & Cox
California
+$1.46B
4
State Street
State Street
Massachusetts
+$1.19B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$618M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$658M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$370M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$279M
4
Ameriprise
Ameriprise
Minnesota
-$243M
5
EVM
Eaton Vance Management
Massachusetts
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNBOSCI
1901
Security National Bank of Sioux City Iowa
Iowa
$445K -$1.36M -56,321 -75%
STA
1902
Summit Trail Advisors
New York
$445K -$1.16M -47,698 -72%
HPWM
1903
Highland Private Wealth Management
Washington
$445K +$445K +18,380 New
LFA
1904
Legacy Financial Advisors
Kentucky
$443K +$83.6K +3,498 +23%
IWP
1905
Icon Wealth Partners
Texas
$441K +$127K +5,247 +41%
CA
1906
Claar Advisors
New York
$441K +$441K +18,188 New
TWM
1907
Titus Wealth Management
California
$438K +$23.4K +962 +6%
SWA
1908
Sutton Wealth Advisors
Florida
$437K +$5.36K +221 +1%
AI
1909
Accredited Investors
Minnesota
$436K -$57.5K -2,368 -12%
ARM
1910
Adirondack Research & Management
New York
$434K – – –
PWS
1911
Peloton Wealth Strategists
Indiana
$434K +$434K +17,907 New
ACP
1912
Aveo Capital Partners
Colorado
$433K +$40K +1,650 +10%
AIA
1913
Arbor Investment Advisors
North Carolina
$432K +$10.4K +429 +2%
DBT
1914
Dubuque Bank & Trust
Iowa
$430K +$3.95K +163 +0.9%
WP
1915
WMS Partners
Maryland
$430K +$53.5K +2,208 +14%
PP
1916
PDS Planning
Ohio
$429K -$15.4K -633 -3%
BRA
1917
Bender Robert & Associates
California
$429K +$8.26K +341 +2%
JGUA
1918
John G. Ullman & Associates
New York
$429K +$94.4K +3,890 +28%
BCI
1919
Brinker Capital Investments
Pennsylvania
$426K +$67.6K +2,791 +19%
AWM
1920
Aries Wealth Management
Maine
$425K – – –
GKWIM
1921
Gerber Kawasaki Wealth & Investment Management
California
$425K +$64.4K +2,653 +18%
CFC
1922
Coyle Financial Counsel
Illinois
$425K +$425K +17,505 New
CYG
1923
Clean Yield Group
Vermont
$424K -$165K -6,816 -28%
QCI
1924
Quaker Capital Investments
Pennsylvania
$424K +$424K +17,474 New
MLIC
1925
Mandatum Life Insurance Company
Finland
$420K +$10.5K +432 +3%
75 76
77
78 79