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2,352 hedge funds and large institutions have $151B invested in AT&T in 2019 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 1,120 increasing their positions, 907 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 71

31% more funds holding in top 10

Funds holding in top 10: 163214 (+51)

23% more repeat investments, than reductions

Existing positions increased: 1,120 | Existing positions reduced: 907

14% more capital invested

Capital invested by funds: $133B → $151B (+$18.8B)

2% more funds holding

Funds holding: 2,3072,352 (+45)

2% more call options, than puts

Call options by funds: $3.07B | Put options by funds: $3B

0.6% more ownership

Funds ownership: 71.93%72.53% (+0.6%)

Holders
2,352
Holders Change
+45
Holders Change %
+1.95%
% of All Funds
51.57%
Holding in Top 10
214
Holding in Top 10 Change
+51
Holding in Top 10 Change %
+31.29%
% of All Funds
4.69%
New
136
Increased
1,120
Reduced
907
Closed
71
Calls
$3.07B
Puts
$3B
Net Calls
+$71M
Net Calls Change
-$536M
Name Holding Trade Value Shares
Change
Change in
Stake
KTM
1926
Keeler Thomas Management
Utah
$492K +$14K +528 +3%
SWM
1927
Segment Wealth Management
Texas
$492K +$76K +2,869 +20%
HC
1928
Henshaw Capital
Massachusetts
$492K
FFG
1929
Ford Financial Group
California
$491K +$901 +34 +0.2%
SC
1930
SRB Corp
Massachusetts
$490K -$65.5K -2,474 -13%
GIP
1931
Greatmark Investment Partners
Georgia
$487K +$23.3K +879 +5%
CST
1932
Charles Schwab Trust
Nevada
$487K +$457K +17,238 New
P
1933
&Partners
Tennessee
$486K
JIP
1934
JBJ Investment Partners
South Carolina
$485K -$15.4K -580 -3%
ARM
1935
Adirondack Research & Management
New York
$485K -$14K -530 -3%
BPA
1936
Beacon Pointe Advisors
California
$484K -$2.18M -82,229 -83%
BCM
1937
Boltwood Capital Management
California
$484K +$28.5K +1,075 +7%
EWF
1938
Epstein & White Financial
California
$481K -$456K -17,194 -51%
PAS
1939
Professional Advisory Services
Florida
$481K +$7.34K +277 +2%
SWA
1940
Sutton Wealth Advisors
Florida
$478K +$265 +10 +0.1%
AWM
1941
Affinity Wealth Management
Delaware
$478K +$20.4K +769 +5%
SRC
1942
Shufro Rose & Co
New York
$477K -$3.81K -144 -0.9%
KLWA
1943
Kelly Lawrence W & Associates
California
$477K
AIM
1944
Acropolis Investment Management
Missouri
$476K +$123K +4,658 +39%
VFPI
1945
Vantage Financial Partners (Illinois)
Illinois
$476K -$12.6K -475 -3%
DIM
1946
DC Investments Management
Virginia
$473K -$315K -11,884 -42%
CG
1947
Corundum Group
Colorado
$473K -$821 -31 -0.2%
SFG
1948
SNS Financial Group
Minnesota
$472K -$102K -3,861 -19%
KLI
1949
Kelman-Lazarov Inc
Tennessee
$472K +$437K +16,500 New
LSA
1950
L & S Advisors
California
$469K -$2.67M -100,688 -86%

T Hedge Fund Activity: Q3 2019 in Review

2,352 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2019, worth a combined $151B — up 14% from $133B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new T positions and 71 closed out — a net gain of 65 holders — while 1,120 added to existing stakes and 907 trimmed.

The largest buyer was BlackRock, adding an estimated $1.21B. The largest seller was State of New Jersey Common Pension Fund D, cutting an estimated $335M.

  • 2,352 institutional investors held AT&T (T) as of Q3 2019, up from 2,307 in Q2 2019.
  • Funds reported $151B of AT&T stock for Q3 2019, up 14% quarter-over-quarter.
  • 136 funds opened new AT&T positions in Q3 2019 and 71 closed out, a net change of +65 holders.
  • The largest AT&T buyer in Q3 2019 was BlackRock, an estimated $1.21B added.
  • The largest AT&T seller in Q3 2019 was State of New Jersey Common Pension Fund D, an estimated $335M sold.

Based on aggregated 13F filings for Q3 2019.