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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
SGS
1926
Sterling Global Strategies
California
$386K -$12.3K -504 -3%
HP
1927
HT Partners
Connecticut
$386K
CWM
1928
Confluence Wealth Management
Oregon
$386K +$21.2K +865 +6%
UCI
1929
Uncommon Cents Investing
Wisconsin
$384K
VST
1930
Van Strum & Towne
California
$380K -$24 -1 -0%
KCM
1931
Kendall Capital Management
Maryland
$380K +$367K +14,994 New
GF
1932
Goodman Financial
Texas
$378K
SFS
1933
Summit Financial Strategies
Ohio
$378K +$29K +1,185 +9%
NFC
1934
Northeast Financial Consultants
Connecticut
$378K +$161K +6,583 +79%
SPI
1935
Santori & Peters Inc
Pennsylvania
$376K +$26.3K +1,072 +8%
CS
1936
Cannell & Spears
New York
$372K
AIM
1937
Aspen Investment Management
Michigan
$371K -$5.41K -221 -1%
RP
1938
Rice Partnership
Hawaii
$368K -$185K -7,566 -34%
B
1939
Brightworth
Georgia
$366K -$2.5K -102 -0.7%
IOOF
1940
Independent Order of Foresters
Ontario, Canada
$366K +$63.2K +2,582 +22%
WA
1941
Wealthstar Advisors
Texas
$365K -$23.4K -955 -6%
MTC
1942
McDaniel Terry & Co
Texas
$364K -$7.32K -299 -2%
HCM
1943
Hudson Capital Management
New Jersey
$364K +$352K +14,355 New
SMFS
1944
Squar Milner Financial Services
California
$363K -$204K -8,338 -37%
TWM
1945
Titus Wealth Management
California
$360K -$93.9K -3,832 -21%
IAS
1946
IMA Advisory Services
Colorado
$360K -$3.4K -139 -1%
CAAS
1947
Capital Asset Advisory Services
Michigan
$360K +$16.2K +662 +5%
BMM
1948
Berkshire Money Management
Massachusetts
$360K +$34.2K +1,398 +11%
LA
1949
LVW Advisors
New York
$359K -$22.3K -909 -6%
KSA
1950
Ken Stern & Associates
California
$359K +$41.3K +1,686 +14%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.