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2,302 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
1951
Reik & Co
New York
$391K +$19.1K +760 +5%
AIM
1952
Acropolis Investment Management
Missouri
$390K -$20.7K -825 -5%
RW
1953
REDW Wealth
New Mexico
$388K +$73K +2,910 +22%
SFA
1954
Stewardship Financial Advisors
Georgia
$387K -$14.8K -591 -4%
NVIM
1955
New Vernon Investment Management
Illinois
$387K
JWM
1956
Jackson Wealth Management
Florida
$387K +$425K +16,925 New
CAM
1957
Cypress Asset Management
Texas
$386K -$1.2M -47,810 -75%
AWM
1958
Aevitas Wealth Management
Massachusetts
$383K +$47K +1,873 +13%
SGS
1959
Sterling Global Strategies
California
$381K -$5.07K -202 -1%
FPFS
1960
First Personal Financial Services
North Carolina
$380K -$118K -4,710 -23%
CAM
1961
CenterStar Asset Management
Illinois
$376K
HP
1962
HT Partners
Connecticut
$375K
BONST
1963
Bank of Nova Scotia Trust
Ontario, Canada
$374K -$8.46K -337 -2%
EF
1964
Empirical Finance
Pennsylvania
$373K -$150K -5,986 -28%
SDWMA
1965
Schneider Downs Wealth Management Advisors
Pennsylvania
$372K +$43.2K +1,721 +13%
WA
1966
Wealthstar Advisors
Texas
$371K +$384K +15,299 New
CWM
1967
Cedar Wealth Management
California
$370K -$1.81K -72 -0.5%
FA
1968
Fagan Associates
New York
$370K -$376 -15 -0.1%
LC
1969
Landaas & Company
Wisconsin
$369K -$21.9K -874 -5%
FSCM
1970
Front Street Capital Management
Montana
$369K +$15.2K +605 +4%
UCI
1971
Uncommon Cents Investing
Wisconsin
$367K +$16.7K +664 +5%
PCIA
1972
Prime Capital Investment Advisors
Kansas
$367K +$110K +4,397 +41%
MTIM
1973
Marathon Trading Investment Management
Pennsylvania
$366K -$1.78M -71,098 -82%
FCMC
1974
Founders Capital Management (Connecticut)
Connecticut
$365K -$8M -318,755 -95%
LA
1975
LVW Advisors
New York
$365K -$1.04M -41,433 -73%

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.