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1,978 hedge funds and large institutions have $136B invested in AT&T in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 941 increasing their positions, 800 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 941 | Existing positions reduced: 800

17% more funds holding in top 10

Funds holding in top 10: 150175 (+25)

5% more capital invested

Capital invested by funds: $130B → $136B (+$6.67B)

1.07% more ownership

Funds ownership: 74.03%75.1% (+1.1%)

0% less funds holding

Funds holding: 1,9811,978 (-3)

28% less call options, than puts

Call options by funds: $3.51B | Put options by funds: $4.85B

Holders
1,978
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
49.3%
Holding in Top 10
175
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+16.67%
% of All Funds
4.36%
New
76
Increased
941
Reduced
800
Closed
60
Calls
$3.51B
Puts
$4.85B
Net Calls
-$1.34B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1926
BDO Wealth Advisors
Florida
$78K -$346K -12,183 -82%
SCA
1927
Stuart Chaussee & Associates
California
$78K -$9.03K -318 -11%
AIM
1928
Arcadia Investment Management
Michigan
$78K
TCCM
1929
Timber Creek Capital Management
Massachusetts
$74K
CPA
1930
Cowen Prime Advisors
New York
$71K
SQA
1931
Simon Quick Advisors
New Jersey
$71K +$397 +14 +0.6%
SFG
1932
Sage Financial Group
Pennsylvania
$67K
LWM
1933
Lenox Wealth Management
Ohio
$67K +$23.1K +813 +55%
JAM
1934
Jolley Asset Management
North Carolina
$65K +$5.65K +199 +10%
IR
1935
Invictus RG
Bermuda
$64K -$50.5K -1,779 -45%
SA
1936
SRH Advisors
Kansas
$63K +$18.8K +662 +46%
AP
1937
Atwood & Palmer
Missouri
$59K -$2.81K -99 -5%
ABA
1938
American Beacon Advisors
Texas
$57K
TRCT
1939
Tower Research Capital (TRC)
New York
$56K -$381K -13,425 -88%
MIC
1940
MU Investments Company
Japan
$56K -$11.3K -397 -17%
BDWM
1941
Brewin Dolphin Wealth Management
Ireland
$56K +$53.7K +1,892 New
CAL
1942
Capital Advisors Ltd
Ohio
$54K
TCM
1943
TD Capital Management
Tennessee
$51K +$170 +6 +0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
1944
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$46K -$11.3K -397 -20%
SIAS
1945
Shine Investment Advisory Services
Colorado
$41K
RAM
1946
Riggs Asset Management
Pennsylvania
$39K -$9.4K -331 -20%
WAM
1947
Watermark Asset Management
California
$39K -$4.68K -165 -11%
CCMW
1948
Cypress Capital Management (Wyoming)
Wyoming
$39K
FCA
1949
Florence Capital Advisors
New York
$35K
CIM
1950
Contravisory Investment Management
Massachusetts
$35K +$33.8K +1,192 New

T Hedge Fund Activity: Q3 2017 in Review

1,978 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2017, worth a combined $136B — up 5.1% from $130B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new T positions and 60 closed out — a net gain of 16 holders — while 941 added to existing stakes and 800 trimmed.

The largest buyer was Bank of America, adding an estimated $436M. The largest seller was Capital International Investors, cutting an estimated $269M.

  • 1,978 institutional investors held AT&T (T) as of Q3 2017, down from 1,981 in Q2 2017.
  • Funds reported $136B of AT&T stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 76 funds opened new AT&T positions in Q3 2017 and 60 closed out, a net change of +16 holders.
  • The largest AT&T buyer in Q3 2017 was Bank of America, an estimated $436M added.
  • The largest AT&T seller in Q3 2017 was Capital International Investors, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2017.