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2,302 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
CFC
1926
Coyle Financial Counsel
Illinois
$425K +$439K +17,505 New
CYG
1927
Clean Yield Group
Vermont
$424K -$171K -6,816 -28%
QCI
1928
Quaker Capital Investments
Pennsylvania
$424K +$439K +17,474 New
MLIC
1929
Mandatum Life Insurance Company
Finland
$420K +$10.8K +432 +3%
HC
1930
Henshaw Capital
Massachusetts
$417K
BFIC
1931
Bedell Frazier Investment Counselling
California
$417K -$22.4K -891 -5%
AWM
1932
Avior Wealth Management
Nebraska
$416K -$161K -6,412 -27%
PAS
1933
Professional Advisory Services
Florida
$416K -$9.96K -397 -2%
JIP
1934
Jaffetilchin Investment Partners
Florida
$414K -$803 -32 -0.2%
ACM
1935
Adalta Capital Management
New York
$414K +$19.4K +774 +5%
CFA
1936
Cahill Financial Advisors
Minnesota
$413K -$36K -1,433 -8%
BCWM
1937
Blue Chip Wealth Management
Florida
$412K +$3.11K +124 +0.7%
BRF
1938
B. Riley Financial
California
$412K +$46.2K +1,842 +12%
HCA
1939
Harbour Capital Advisors
Virginia
$408K -$33.7K -1,344 -7%
CFA
1940
Camarda Financial Advisors
Florida
$408K +$43.5K +1,733 +11%
SHA
1941
Seneca House Advisors
Virginia
$407K +$17.4K +693 +4%
TFA
1942
Transamerica Financial Advisors
Florida
$404K -$5.66M -225,365 -93%
BWA
1943
BDO Wealth Advisors
Florida
$404K +$35.5K +1,414 +9%
TCOO
1944
Trust Company of Oklahoma
Oklahoma
$404K -$6.85K -273 -2%
HW
1945
Hedeker Wealth
Illinois
$403K +$418K +16,647 New
IFS
1946
Ifrah Financial Services
Arkansas
$399K -$5.57K -222 -1%
DC
1947
Derby & Company
Massachusetts
$395K +$5.17K +206 +1%
QAM
1948
QCI Asset Management
New York
$394K -$20K -796 -5%
IF
1949
IRON Financial
Illinois
$393K +$16.6K +663 +4%
AWCI
1950
Alpine Woods Capital Investors
New York
$392K -$2.33M -92,680 -85%

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.