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2,587 hedge funds and large institutions have $158B invested in AT&T in 2019 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 1,092 increasing their positions, 949 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more first-time investments, than exits

New positions opened: 346 | Existing positions closed: 74

58% more call options, than puts

Call options by funds: $4.4B | Put options by funds: $2.79B

15% more repeat investments, than reductions

Existing positions increased: 1,092 | Existing positions reduced: 949

10% more funds holding

Funds holding: 2,3522,587 (+235)

4% more capital invested

Capital invested by funds: $151B → $158B (+$6.56B)

0.75% more ownership

Funds ownership: 72.53%73.28% (+0.75%)

2% less funds holding in top 10

Funds holding in top 10: 214209 (-5)

Holders
2,587
Holders Change
+235
Holders Change %
+9.99%
% of All Funds
50.97%
Holding in Top 10
209
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.34%
% of All Funds
4.12%
New
346
Increased
1,092
Reduced
949
Closed
74
Calls
$4.4B
Puts
$2.79B
Net Calls
+$1.61B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Change in
Stake
AL
1926
Aspiriant LLC
California
$655K -$53K -1,837 -8%
WIA
1927
World Investment Advisors
California
$655K -$38.8K -1,344 -6%
BHWM
1928
Bay Harbor Wealth Management
Maryland
$654K -$13.6K -471 -2%
JIP
1929
JBJ Investment Partners
South Carolina
$654K +$150K +5,188 +31%
22CM
1930
20/20 Capital Management
California
$653K +$649K +22,489 New
DC
1931
DeDora Capital
California
$651K +$212K +7,356 +50%
ACP
1932
Aveo Capital Partners
Colorado
$648K -$46.5K -1,611 -7%
PBO
1933
Peoples Bank (Ohio)
Ohio
$647K -$39.2K -1,358 -6%
JJ
1934
JDC-JSC
New York
$645K +$631K +21,846 New
BWA
1935
Beam Wealth Advisors
Louisiana
$645K +$631K +21,866 New
TCPWM
1936
Traverso Chambers Private Wealth Management
California
$644K -$31.6K -1,094 -5%
SIM
1937
SSI Investment Management
California
$644K -$3K -104 -0.5%
SAA
1938
Southeast Asset Advisors
Georgia
$643K +$1.33K +46 +0.2%
SFS
1939
Strategic Financial Services
New York
$641K -$309K -10,709 -33%
RHDIC
1940
R.H. Dinel Investment Counsel
California
$641K
TI
1941
Tidal Investments
Wisconsin
$641K +$96.1K +3,329 +18%
AC
1942
Addison Capital
Pennsylvania
$639K +$41.8K +1,448 +7%
SC
1943
Slow Capital
California
$638K +$354K +12,267 +131%
BAAM
1944
Baker Avenue Asset Management
California
$636K +$14.8K +514 +2%
Financial Engines Advisors
1945
Financial Engines Advisors
California
$636K +$81.3K +2,815 +15%
TAM
1946
Taurus Asset Management
New York
$631K -$76.9K -2,662 -11%
CCA
1947
Column Capital Advisors
Indiana
$631K +$618K +21,393 New
CTB
1948
Country Trust Bank
Illinois
$629K -$24.6K -851 -4%
SCG
1949
Sonata Capital Group
Washington
$628K +$9.56K +331 +2%
DL
1950
DOHJ LLC
Washington
$628K +$614K +21,270 New

T Hedge Fund Activity: Q4 2019 in Review

2,587 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2019, worth a combined $158B — up 4.3% from $151B a quarter earlier.

Buyers outnumbered sellers: 346 funds opened new T positions and 74 closed out — a net gain of 272 holders — while 1,092 added to existing stakes and 949 trimmed.

The largest buyer was BlackRock, adding an estimated $714M. The largest seller was Fidelity Investments, cutting an estimated $448M.

  • 2,587 institutional investors held AT&T (T) as of Q4 2019, up from 2,352 in Q3 2019.
  • Funds reported $158B of AT&T stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 346 funds opened new AT&T positions in Q4 2019 and 74 closed out, a net change of +272 holders.
  • The largest AT&T buyer in Q4 2019 was BlackRock, an estimated $714M added.
  • The largest AT&T seller in Q4 2019 was Fidelity Investments, an estimated $448M sold.

Based on aggregated 13F filings for Q4 2019.