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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
1926
Heritage Trust
Oklahoma
$291K -$16.3K -587 -5%
PCIA
1927
Prime Capital Investment Advisors
Kansas
$289K -$119K -4,264 -28%
BJ
1928
Brouwer & Janachowski
California
$289K -$39K -1,401 -12%
LCM
1929
Liberty Capital Management
Michigan
$288K -$6.37K -229 -2%
CAGAS
1930
Capital Advisory Group Advisory Services
Minnesota
$288K +$297K +10,681 New
BCA
1931
Berman Capital Advisors
Georgia
$287K +$296K +10,638 New
MFW
1932
Meristem Family Wealth
Minnesota
$286K
HIC
1933
Harvey Investment Company
Kentucky
$285K +$8.21K +295 +3%
TC
1934
Trilogy Capital
California
$285K +$294K +10,580 New
LFS
1935
Legacy Financial Strategies
Kansas
$284K -$16.6K -598 -5%
FM
1936
Family Management
New York
$282K
SA
1937
Sicart Associates
New York
$282K
TAM
1938
Trillium Asset Management
Massachusetts
$282K +$31.9K +1,146 +12%
SFM
1939
Signature Financial Management
Virginia
$279K -$219K -7,877 -43%
SCM
1940
Silvant Capital Management
Georgia
$279K +$288K +10,351 New
RWG
1941
Regal Wealth Group
California
$278K +$24.3K +872 +9%
BCM
1942
Blume Capital Management
California
$274K -$81K -2,912 -22%
ECM
1943
EagleClaw Capital Management
Massachusetts
$274K +$3.7K +133 +1%
WIP
1944
Wellesley Investment Partners
Massachusetts
$274K +$56K +2,012 +25%
SEIA
1945
Signature Estate & Investment Advisors
California
$273K +$24K +862 +9%
RPGK
1946
Retirement Planning Group (Kansas)
Kansas
$272K +$4.17K +150 +2%
IOOF
1947
Independent Order of Foresters
Ontario, Canada
$269K -$362 -13 -0.1%
BWM
1948
Biltmore Wealth Management
Arizona
$268K
SCM
1949
Stellar Capital Management
Arizona
$267K +$275K +9,881 New
TFF
1950
The Family Firm
Maryland
$266K -$22.4K -805 -8%

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.