We are live on ! Find out more

2,314 hedge funds and large institutions have $124B invested in AT&T in 2019 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 1,150 increasing their positions, 875 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 1,150 | Existing positions reduced: 875

10% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 115

10% more capital invested

Capital invested by funds: $112B → $124B (+$11.4B)

10% more funds holding in top 10

Funds holding in top 10: 122134 (+12)

4% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.77B

0.56% less ownership

Funds ownership: 72.37%71.81% (-0.56%)

1% less funds holding

Funds holding: 2,3282,314 (-14)

Holders
2,314
Holders Change
-14
Holders Change %
-0.6%
% of All Funds
50.09%
Holding in Top 10
134
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.84%
% of All Funds
2.9%
New
127
Increased
1,150
Reduced
875
Closed
115
Calls
$1.84B
Puts
$1.77B
Net Calls
+$67.8M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1926
Corundum Group
Colorado
$391K +$380K +16,518 New
SWA
1927
Sutton Wealth Advisors
Florida
$391K -$19.5K -847 -5%
PAS
1928
Professional Advisory Services
Florida
$388K
DAM
1929
Diamant Asset Management
Connecticut
$387K -$21.3K -927 -5%
SFS
1930
Summit Financial Strategies
Ohio
$386K +$33.4K +1,452 +10%
BCM
1931
Boltwood Capital Management
California
$384K -$98.5K -4,282 -21%
DCM
1932
Dimension Capital Management
Florida
$384K +$8.03K +349 +2%
GGI
1933
Godsey & Gibb Inc
Virginia
$383K +$88.3K +3,837 +31%
IIA
1934
IPG Investment Advisors
California
$383K -$12.2K -529 -3%
GIP
1935
Greatmark Investment Partners
Georgia
$382K -$87.6K -3,807 -19%
EGWAG
1936
Elwood & Goetz Wealth Advisory Group
Georgia
$381K
HP
1937
HT Partners
Connecticut
$378K +$897 +39 +0.2%
IAS
1938
IMA Advisory Services
Colorado
$378K +$40.6K +1,763 +12%
OBGC
1939
O'Brien Greene & Co
Pennsylvania
$377K -$32K -1,390 -8%
SDJVC
1940
St. Denis J. Villere & Co
Louisiana
$376K
WA
1941
Wealthstar Advisors
Texas
$376K +$36.6K +1,589 +11%
IF
1942
IRON Financial
Illinois
$376K +$69.1K +3,002 +23%
UC
1943
Unio Capital
New Jersey
$375K -$22.8K -993 -6%
AW
1944
Alpha Windward
Massachusetts
$375K +$253 +11 +0.1%
ITIM
1945
Indiana Trust & Investment Management
Indiana
$373K -$149K -6,464 -29%
BFPW
1946
BOK Financial Private Wealth
Colorado
$371K -$49.9K -2,170 -12%
ODCM
1947
Old Dominion Capital Management
Virginia
$370K -$620K -26,954 -63%
CAAS
1948
Capital Asset Advisory Services
Michigan
$370K +$34.6K +1,502 +11%
OPCM
1949
Osborne Partners Capital Management
California
$368K -$1.15M -49,952 -76%
CS
1950
Cannell & Spears
New York
$367K -$20.1K -874 -5%

T Hedge Fund Activity: Q1 2019 in Review

2,314 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2019, worth a combined $124B — up 10% from $112B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new T positions and 115 closed out — a net gain of 12 holders — while 1,150 added to existing stakes and 875 trimmed.

The largest buyer was State Street, adding an estimated $550M. The largest seller was T. Rowe Price Associates, cutting an estimated $490M.

  • 2,314 institutional investors held AT&T (T) as of Q1 2019, down from 2,328 in Q4 2018.
  • Funds reported $124B of AT&T stock for Q1 2019, up 10% quarter-over-quarter.
  • 127 funds opened new AT&T positions in Q1 2019 and 115 closed out, a net change of +12 holders.
  • The largest AT&T buyer in Q1 2019 was State Street, an estimated $550M added.
  • The largest AT&T seller in Q1 2019 was T. Rowe Price Associates, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2019.