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2,302 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, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
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
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
NERM
1901
New England Research & Management
Illinois
$450K -$1.66K -66 -0.4%
CB
1902
CNB Bank
Pennsylvania
$449K -$40.9K -1,628 -8%
ALIONA
1903
Allianz Life Insurance of North America
Minnesota
$448K +$113K +4,483 +31%
WP
1904
Wedgewood Partners
Missouri
$447K +$33.2K +1,324 +8%
SNBOSCI
1905
Security National Bank of Sioux City Iowa
Iowa
$445K -$1.41M -56,321 -75%
STA
1906
Summit Trail Advisors
New York
$445K -$1.2M -47,698 -72%
HPWM
1907
Highland Private Wealth Management
Washington
$445K +$461K +18,380 New
LFA
1908
Legacy Financial Advisors
Kentucky
$443K +$87.8K +3,498 +23%
IWP
1909
Icon Wealth Partners
Texas
$441K +$132K +5,247 +41%
CA
1910
Claar Advisors
New York
$441K +$457K +18,188 New
TWM
1911
Titus Wealth Management
California
$438K +$24.1K +962 +6%
SWA
1912
Sutton Wealth Advisors
Florida
$437K +$5.55K +221 +1%
AI
1913
Accredited Investors
Minnesota
$436K -$59.4K -2,368 -12%
ARM
1914
Adirondack Research & Management
New York
$434K
PWS
1915
Peloton Wealth Strategists
Indiana
$434K +$449K +17,907 New
ACP
1916
Aveo Capital Partners
Colorado
$433K +$41.4K +1,650 +10%
AIA
1917
Arbor Investment Advisors
North Carolina
$432K +$10.8K +429 +2%
DBT
1918
Dubuque Bank & Trust
Iowa
$430K +$4.09K +163 +0.9%
WP
1919
WMS Partners
Maryland
$430K +$55.4K +2,208 +14%
PP
1920
PDS Planning
Ohio
$429K -$15.9K -633 -3%
BRA
1921
Bender Robert & Associates
California
$429K +$8.56K +341 +2%
JGUA
1922
John G. Ullman & Associates
New York
$429K +$97.6K +3,890 +28%
BCI
1923
Brinker Capital Investments
Pennsylvania
$426K +$70.1K +2,791 +19%
AWM
1924
Aries Wealth Management
Maine
$425K
GKWIM
1925
Gerber Kawasaki Wealth & Investment Management
California
$425K +$66.6K +2,653 +18%

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.