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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
NPP
1951
New Potomac Partners
Maryland
$266K
FNBOH
1952
First National Bank of Hutchinson
Kansas
$265K +$47.4K +1,704 +21%
STB
1953
S&T Bank
Pennsylvania
$264K -$121K -4,336 -31%
MCG
1954
McCollum Christoferson Group
New York
$263K
SAMC
1955
Spectrum Asset Management (California)
California
$262K -$29.5K -1,059 -9%
NP
1956
NorthRock Partners
Minnesota
$260K -$38.7K -1,390 -12%
MPIA
1957
Mountain Pacific Investment Advisers
Idaho
$260K -$24.3K -874 -8%
WPA
1958
Winning Points Advisors
Florida
$259K -$25.8K -927 -9%
PCA
1959
Peddock Capital Advisors
Massachusetts
$259K -$19.8K -711 -7%
MCA
1960
Morris Capital Advisors
Pennsylvania
$258K +$2.92K +105 +1%
CPR
1961
CSU Producer Resources
Ohio
$257K
SIG
1962
Schaller Investment Group
North Carolina
$257K
RCWMU
1963
Rothschild & Co Wealth Management (UK)
United Kingdom
$255K
AC
1964
Addison Capital
Pennsylvania
$255K +$83 +3 +0%
AWMG
1965
Alliance Wealth Management Group
New Jersey
$255K +$185K +6,665 +72%
FBA
1966
Front Barnett Associates
Illinois
$254K -$6.82K -245 -3%
BWA
1967
BlueSky Wealth Advisors
North Carolina
$254K
KI
1968
Koch Industries
Kansas
$254K +$263K +9,451 New
BCA
1969
Bray Capital Advisors
Florida
$253K -$159K -5,696 -38%
CGL
1970
Clarius Group LLC
Washington
$253K -$12.5K -448 -5%
SCA
1971
Stillwater Capital Advisors
Pennsylvania
$251K -$2.62K -94 -1%
NEGWA
1972
New England Guild Wealth Advisors
Connecticut
$250K
CCM
1973
Canal Capital Management
Virginia
$249K +$946 +34 +0.4%
SWP
1974
Strategic Wealth Partners
Ohio
$244K -$26.2K -943 -9%
RPA
1975
Rock Point Advisors
Vermont
$244K

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.