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1,981 hedge funds and large institutions have $130B invested in AT&T in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 911 increasing their positions, 802 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 82

14% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 802

0% less funds holding

Funds holding: 1,9851,981 (-4)

0.38% less ownership

Funds ownership: 74.41%74.03% (-0.38%)

10% less capital invested

Capital invested by funds: $143B → $130B (-$13.7B)

38% less funds holding in top 10

Funds holding in top 10: 240150 (-90)

39% less call options, than puts

Call options by funds: $1.93B | Put options by funds: $3.14B

Holders
1,981
Holders Change
-4
Holders Change %
-0.2%
% of All Funds
49.38%
Holding in Top 10
150
Holding in Top 10 Change
-90
Holding in Top 10 Change %
-37.5%
% of All Funds
3.74%
New
96
Increased
911
Reduced
802
Closed
82
Calls
$1.93B
Puts
$3.14B
Net Calls
-$1.21B
Net Calls Change
-$2B
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1951
SRH Advisors
Kansas
$41K +$2.33K +79 +6%
FFW
1952
Fusion Family Wealth
New York
$39K -$2.77K -94 -6%
SIAS
1953
Shine Investment Advisory Services
Colorado
$39K +$40.4K +1,370 New
HH
1954
HWG Holdings
Texas
$38K +$39K +1,324 New
CCMW
1955
Cypress Capital Management (Wyoming)
Wyoming
$37.7K -$25.9K -880 -40%
WAM
1956
Wolverine Asset Management
Illinois
$37K -$150K -5,099 -79%
NIC
1957
Northwest Investment Counselors
Oregon
$37K +$38.4K +1,303 New
FCA
1958
Florence Capital Advisors
New York
$35K
SFPIA
1959
Stevens First Principles Investment Advisors
California
$24K +$7.81K +265 +47%
Loomis, Sayles & Company
1960
Loomis, Sayles & Company
Massachusetts
$23K +$24.2K +822 New
PO
1961
Private Ocean
California
$18K
OAJ
1962
Ogorek Anthony Joseph
New York
$18K +$19.4K +658 New
WAP
1963
Wealthcare Advisory Partners
Pennsylvania
$17K -$8.37K -284 -33%
CI Investments Inc
1964
CI Investments Inc
Ontario, Canada
$17K +$17.8K +605 New
CWM
1965
Cranbrook Wealth Management
Michigan
$15K
IF
1966
Ironwood Financial
Arizona
$14K
ECM
1967
Exchange Capital Management
Michigan
$12K -$286K -9,704 -96%
PA
1968
Perennial Advisors
New York
$11K
RWML
1969
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$7.92K +$118 +4 +1%
HS
1970
Horan Securities
United States
$7K
AUB
1971
Atlantic Union Bankshares
Virginia
$6.37K +$126K +4,262 +2%
CT
1972
Chicago Trust
Illinois
$4.08K -$270K -9,162 -6%
FA
1973
FMA Advisory
Pennsylvania
$3.02K -$192K -6,514 -6%
SGAM
1974
Smith Group Asset Management
Texas
$3K -$7.81K -265 -73%
HIM
1975
Hillsdale Investment Management
Ontario, Canada
$3K +$383 +13 +12%

T Hedge Fund Activity: Q2 2017 in Review

1,981 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2017, worth a combined $130B — down 9.5% from $143B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new T positions and 82 closed out — a net gain of 14 holders — while 911 added to existing stakes and 802 trimmed.

The largest buyer was Vanguard Group, adding an estimated $353M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $365M sold.

  • 1,981 institutional investors held AT&T (T) as of Q2 2017, down from 1,985 in Q1 2017.
  • Funds reported $130B of AT&T stock for Q2 2017, down 9.5% quarter-over-quarter.
  • 96 funds opened new AT&T positions in Q2 2017 and 82 closed out, a net change of +14 holders.
  • The largest AT&T buyer in Q2 2017 was Vanguard Group, an estimated $353M added.
  • The largest AT&T seller in Q2 2017 was Arrowstreet Capital, an estimated $365M sold.

Based on aggregated 13F filings for Q2 2017.