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2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
CGL
1951
Clarius Group LLC
Washington
$289K +$12.2K +448 +5%
MCG
1952
McCollum Christoferson Group
New York
$287K +$267K +9,783 New
CCC
1953
Chelsea Counsel Company
California
$285K -$27.1K -994 -9%
QC
1954
QCM Cayman
Texas
$285K +$265K +9,713 New
FBA
1955
Front Barnett Associates
Illinois
$284K -$43.7K -1,602 -14%
PWM
1956
Perigon Wealth Management
California
$284K -$2.48K -91 -0.9%
BA
1957
Bristol Advisors
Pennsylvania
$284K +$10.8K +397 +4%
CPR
1958
CSU Producer Resources
Ohio
$280K
SIG
1959
Schaller Investment Group
North Carolina
$280K
RCWMU
1960
Rothschild & Co Wealth Management (UK)
United Kingdom
$278K -$121K -4,421 -32%
AC
1961
Addison Capital
Pennsylvania
$278K -$7.15K -262 -3%
RWG
1962
Regal Wealth Group
California
$278K +$737 +27 +0.3%
MCA
1963
Morris Capital Advisors
Pennsylvania
$278K +$819 +30 +0.3%
BWA
1964
BlueSky Wealth Advisors
North Carolina
$277K -$34.3K -1,255 -12%
SC
1965
Stratford Consulting
Texas
$277K -$7.67K -281 -3%
WBG
1966
Wharton Business Group
Pennsylvania
$277K
SCA
1967
Stillwater Capital Advisors
Pennsylvania
$276K -$11.6K -424 -4%
BOIA
1968
Bush ODonnell Investment Advisors
Missouri
$274K
AWMG
1969
Alliance Wealth Management Group
New Jersey
$273K -$251K -9,208 -50%
TAM
1970
Trillium Asset Management
Massachusetts
$273K
NEGWA
1971
New England Guild Wealth Advisors
Connecticut
$273K +$253K +9,281 New
SEIA
1972
Signature Estate & Investment Advisors
California
$272K -$19.9K -730 -7%
GWA
1973
Guidant Wealth Advisors
Illinois
$272K
CCM
1974
Canal Capital Management
Virginia
$270K +$13.3K +486 +6%
JFGLC
1975
Johnson Financial Group LLC (Colorado)
Colorado
$269K -$38.1K -1,395 -13%

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.