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1,978 hedge funds and large institutions have $136B invested in AT&T in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 941 increasing their positions, 800 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 941 | Existing positions reduced: 800

17% more funds holding in top 10

Funds holding in top 10: 150175 (+25)

5% more capital invested

Capital invested by funds: $130B → $136B (+$6.67B)

1.07% more ownership

Funds ownership: 74.03%75.1% (+1.1%)

0% less funds holding

Funds holding: 1,9811,978 (-3)

28% less call options, than puts

Call options by funds: $3.51B | Put options by funds: $4.85B

Holders
1,978
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
49.3%
Holding in Top 10
175
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+16.67%
% of All Funds
4.36%
New
76
Increased
941
Reduced
800
Closed
60
Calls
$3.51B
Puts
$4.85B
Net Calls
-$1.34B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
CGT
1951
Capital Guardian Trust
California
$33K -$35.7K -1,258 -53%
DPA
1952
Delphi Private Advisors
California
$32K -$60.1K -2,118 -66%
DSN
1953
D. Scott Neal
Kentucky
$29K -$14.3K -503 -34%
Loomis, Sayles & Company
1954
Loomis, Sayles & Company
Massachusetts
$26K +$1.16K +41 +5%
FI
1955
FCM Investments
Texas
$22K -$688K -24,239 -97%
WAM
1956
Wolverine Asset Management
Illinois
$22K -$16.1K -568 -43%
OAJ
1957
Ogorek Anthony Joseph
New York
$19K
PO
1958
Private Ocean
California
$19K
CI Investments Inc
1959
CI Investments Inc
Ontario, Canada
$19K +$1.02K +36 +6%
PFO
1960
Pathstone Family Office
New Jersey
$16K -$229K -8,054 -94%
CWM
1961
Cranbrook Wealth Management
Michigan
$15K
IF
1962
Ironwood Financial
Arizona
$15K
Walleye Trading
1963
Walleye Trading
New York
$13.2K +$12.5M +440,263 +6,385%
PA
1964
Perennial Advisors
New York
$11K
RWML
1965
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$8.32K +$85 +3 +1%
OSAM
1966
O'Shaughnessy Asset Management
Connecticut
$8K -$2.17M -76,465 -100%
SC
1967
SouthState Corp
Florida
$6.59K -$210K -7,407 -3%
SMFG
1968
Sumitomo Mitsui Financial Group
Japan
$6K +$5.34K +188 New
AGA
1969
Accuvest Global Advisors
Utah
$5K -$502K -17,688 -99%
CT
1970
Chicago Trust
Illinois
$4.59K +$340K +11,988 +8%
SGAM
1971
Smith Group Asset Management
Texas
$3K
WPC
1972
White Pine Capital
Minnesota
$2.13K +$4.68K +165 +0.2%
HIM
1973
Hillsdale Investment Management
Ontario, Canada
$2K -$1.14K -40 -34%
RCM
1974
RB Capital Management
Nevada
$1.16K +$588K +20,728 +112%
ECM
1975
Exchange Capital Management
Michigan
$1K -$11.3K -397 -95%

T Hedge Fund Activity: Q3 2017 in Review

1,978 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2017, worth a combined $136B — up 5.1% from $130B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new T positions and 60 closed out — a net gain of 16 holders — while 941 added to existing stakes and 800 trimmed.

The largest buyer was Bank of America, adding an estimated $436M. The largest seller was Capital International Investors, cutting an estimated $269M.

  • 1,978 institutional investors held AT&T (T) as of Q3 2017, down from 1,981 in Q2 2017.
  • Funds reported $136B of AT&T stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 76 funds opened new AT&T positions in Q3 2017 and 60 closed out, a net change of +16 holders.
  • The largest AT&T buyer in Q3 2017 was Bank of America, an estimated $436M added.
  • The largest AT&T seller in Q3 2017 was Capital International Investors, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2017.