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2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
VST
1926
Van Strum & Towne
California
$313K
TFF
1927
The Family Firm
Maryland
$313K +$1.01K +37 +0.3%
BIG
1928
Bellwether Investment Group
Tennessee
$312K -$137K -5,034 -32%
MFW
1929
Meristem Family Wealth
Minnesota
$312K -$9.26K -339 -3%
GC
1930
Gilbert & Cook
Iowa
$312K -$5.24K -192 -2%
MPIA
1931
Mountain Pacific Investment Advisers
Idaho
$309K +$21.9K +801 +8%
LC
1932
Lincoln Capital
Nebraska
$308K +$287K +10,503 New
FM
1933
Family Management
New York
$307K -$37.4K -1,369 -12%
ZF
1934
Zhang Financial
Michigan
$307K -$17.4K -637 -6%
SA
1935
Sicart Associates
New York
$307K
AFC
1936
AFT Forsyth & Company
Florida
$307K +$286K +10,456 New
CHP
1937
Cable Hill Partners
Oregon
$305K -$286K -10,471 -50%
LCM
1938
Liberty Capital Management
Michigan
$304K -$18.1K -662 -6%
VFA
1939
Virtus Fund Advisers
Connecticut
$304K
IHL
1940
Investment House LLC
California
$303K -$1.36K -50 -0.5%
CHAM
1941
Clear Harbor Asset Management
Connecticut
$303K
HIC
1942
Harvey Investment Company
Kentucky
$303K
PCA
1943
Peddock Capital Advisors
Massachusetts
$303K
CIP
1944
Capital Insight Partners
Arizona
$298K -$11.9K -437 -4%
ECM
1945
EagleClaw Capital Management
Massachusetts
$297K
AAP
1946
Arax Advisory Partners
Colorado
$295K -$92K -3,369 -25%
IOOF
1947
Independent Order of Foresters
Ontario, Canada
$294K -$116K -4,250 -30%
BWM
1948
Biltmore Wealth Management
Arizona
$293K
RPGK
1949
Retirement Planning Group (Kansas)
Kansas
$292K -$10.5K -383 -4%
NPP
1950
New Potomac Partners
Maryland
$290K +$270K +9,876 New

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.