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2,587 hedge funds and large institutions have $158B invested in AT&T in 2019 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 1,092 increasing their positions, 949 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more first-time investments, than exits

New positions opened: 346 | Existing positions closed: 74

58% more call options, than puts

Call options by funds: $4.4B | Put options by funds: $2.79B

15% more repeat investments, than reductions

Existing positions increased: 1,092 | Existing positions reduced: 949

10% more funds holding

Funds holding: 2,3522,587 (+235)

4% more capital invested

Capital invested by funds: $151B → $158B (+$6.56B)

0.75% more ownership

Funds ownership: 72.53%73.28% (+0.75%)

2% less funds holding in top 10

Funds holding in top 10: 214209 (-5)

Holders
2,587
Holders Change
+235
Holders Change %
+9.99%
% of All Funds
50.97%
Holding in Top 10
209
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.34%
% of All Funds
4.12%
New
346
Increased
1,092
Reduced
949
Closed
74
Calls
$4.4B
Puts
$2.79B
Net Calls
+$1.61B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
1901
Ellis Investment Partners
Pennsylvania
$687K +$23.6K +817 +4%
AFAS
1902
Acorn Financial Advisory Services
Virginia
$685K +$671K +23,240 New
WP
1903
WealthShield Partners
North Carolina
$684K +$204K +7,057 +44%
BWM
1904
BT Wealth Management
Georgia
$682K +$38.5K +1,335 +6%
IIC
1905
Integrated Investment Consultants
Michigan
$681K -$53.3K -1,847 -7%
IWA
1906
Inspirion Wealth Advisors
Illinois
$681K +$47.2K +1,636 +8%
OFW
1907
Omnia Family Wealth
Florida
$681K +$76.5K +2,649 +13%
HCP
1908
Holt Capital Partners
Texas
$678K
SWM
1909
Shakespeare Wealth Management
Wisconsin
$676K -$8.98K -311 -1%
SWMG
1910
Strategic Wealth Management Group
Maryland
$676K +$112K +3,869 +20%
SSW
1911
Smith Shellnut Wilson
Mississippi
$675K +$72.3K +2,505 +12%
SM
1912
Salzhauer Michael
$672K
PPW
1913
Pasadena Private Wealth
California
$671K -$3.81K -132 -0.6%
AWM
1914
AllSquare Wealth Management
New York
$670K
ML
1915
McAdam LLC
Pennsylvania
$669K +$56K +1,940 +9%
ME
1916
McIlrath & Eck
Washington
$664K +$47.6K +1,650 +8%
NIM
1917
Nexus Investment Management
Ontario, Canada
$664K +$382K +13,240 +143%
BI
1918
Ballast Inc
Kentucky
$663K +$35.1K +1,214 +6%
QCM
1919
Quest Capital Management
Texas
$661K -$30.6K -1,059 -5%
LIM
1920
Lathrop Investment Management
Arkansas
$661K +$19K +659 +3%
PA
1921
PSI Advisors
Florida
$660K +$646K +22,361 New
NCM
1922
Northside Capital Management
Oregon
$659K -$26K -902 -4%
GIP
1923
Granite Investment Partners
California
$658K +$260 +9 +0%
CQS
1924
Credential Qtrade Securities
$658K +$25.3K +877 +4%
BWCS
1925
Beirne Wealth Consulting Services
Connecticut
$656K +$30K +1,038 +5%

T Hedge Fund Activity: Q4 2019 in Review

2,587 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2019, worth a combined $158B — up 4.3% from $151B a quarter earlier.

Buyers outnumbered sellers: 346 funds opened new T positions and 74 closed out — a net gain of 272 holders — while 1,092 added to existing stakes and 949 trimmed.

The largest buyer was BlackRock, adding an estimated $714M. The largest seller was Fidelity Investments, cutting an estimated $448M.

  • 2,587 institutional investors held AT&T (T) as of Q4 2019, up from 2,352 in Q3 2019.
  • Funds reported $158B of AT&T stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 346 funds opened new AT&T positions in Q4 2019 and 74 closed out, a net change of +272 holders.
  • The largest AT&T buyer in Q4 2019 was BlackRock, an estimated $714M added.
  • The largest AT&T seller in Q4 2019 was Fidelity Investments, an estimated $448M sold.

Based on aggregated 13F filings for Q4 2019.