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2,314 hedge funds and large institutions have $124B invested in AT&T in 2019 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 1,150 increasing their positions, 875 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 1,150 | Existing positions reduced: 875

10% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 115

10% more capital invested

Capital invested by funds: $112B → $124B (+$11.4B)

10% more funds holding in top 10

Funds holding in top 10: 122134 (+12)

4% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.77B

0.56% less ownership

Funds ownership: 72.37%71.81% (-0.56%)

1% less funds holding

Funds holding: 2,3282,314 (-14)

Holders
2,314
Holders Change
-14
Holders Change %
-0.6%
% of All Funds
50.09%
Holding in Top 10
134
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.84%
% of All Funds
2.9%
New
127
Increased
1,150
Reduced
875
Closed
115
Calls
$1.84B
Puts
$1.77B
Net Calls
+$67.8M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1901
Affinity Wealth Management
Delaware
$415K -$29.2K -1,270 -7%
WIA
1902
World Investment Advisors
California
$414K -$122K -5,310 -23%
ARM
1903
Adirondack Research & Management
New York
$414K -$10.7K -463 -3%
NCM
1904
Northwest Capital Management
Oregon
$412K +$9.29K +404 +2%
WANY
1905
Wealthspire Advisors (New York)
New York
$412K +$71.3K +3,100 +22%
RTS
1906
Round Table Services
New Jersey
$410K -$185K -8,036 -32%
NP
1907
NorthRock Partners
Minnesota
$410K -$119K -5,152 -23%
MBT
1908
Montecito Bank & Trust
California
$410K +$6.1K +265 +2%
HC
1909
Henshaw Capital
Massachusetts
$408K
WC
1910
Whitney & Co
New York
$407K -$188K -8,175 -32%
WP
1911
WMS Partners
Maryland
$407K -$84K -3,652 -18%
NCM
1912
Northside Capital Management
Oregon
$407K +$33.3K +1,449 +9%
FNBOH
1913
First National Bank of Hutchinson
Kansas
$406K +$147K +6,375 +61%
HFA
1914
Hoover Financial Advisors
Pennsylvania
$404K -$1.84K -80 -0.5%
MFGP
1915
Marshall Financial Group (Pennsylvania)
Pennsylvania
$403K -$29.1K -1,267 -7%
CAM
1916
Congress Asset Management
Massachusetts
$401K -$2.35M -102,276 -86%
QI
1917
Qtron Investments
Massachusetts
$401K -$185K -8,043 -32%
NA
1918
Navellier & Associates
Nevada
$398K +$386K +16,790 New
KLWA
1919
Kelly Lawrence W & Associates
California
$396K -$91.4K -3,972 -19%
KTM
1920
Keeler Thomas Management
Utah
$395K
CA
1921
Cornerstone Advisory
Maryland
$394K -$2.46K -107 -0.6%
HW
1922
Hedeker Wealth
Illinois
$394K
MWA
1923
Meridian Wealth Advisors
Texas
$394K +$38.9K +1,689 +11%
JAM
1924
JCIC Asset Management
Ontario, Canada
$393K -$128K -5,558 -25%
WFPG
1925
Waller Financial Planning Group
Ohio
$391K +$38.7K +1,683 +12%

T Hedge Fund Activity: Q1 2019 in Review

2,314 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2019, worth a combined $124B — up 10% from $112B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new T positions and 115 closed out — a net gain of 12 holders — while 1,150 added to existing stakes and 875 trimmed.

The largest buyer was State Street, adding an estimated $550M. The largest seller was T. Rowe Price Associates, cutting an estimated $490M.

  • 2,314 institutional investors held AT&T (T) as of Q1 2019, down from 2,328 in Q4 2018.
  • Funds reported $124B of AT&T stock for Q1 2019, up 10% quarter-over-quarter.
  • 127 funds opened new AT&T positions in Q1 2019 and 115 closed out, a net change of +12 holders.
  • The largest AT&T buyer in Q1 2019 was State Street, an estimated $550M added.
  • The largest AT&T seller in Q1 2019 was T. Rowe Price Associates, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2019.