T icon

AT&T
T

Overview Fund Activity

2,296 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, 1,314 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,296
Holders Change
+143
Holders Change %
+6.64%
% of All Funds
52.64%
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
1,314
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.65B
2
BlackRock
BlackRock
New York
+$2.16B
3
Dodge & Cox
Dodge & Cox
California
+$1.46B
4
State Street
State Street
Massachusetts
+$1.19B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$618M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$658M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$370M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$279M
4
Ameriprise
Ameriprise
Minnesota
-$243M
5
EVM
Eaton Vance Management
Massachusetts
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
1951
Jackson Wealth Management
Florida
$387K +$387K +16,925 New
CAM
1952
Cypress Asset Management
Texas
$386K -$1.16M -47,810 -75%
AWM
1953
Aevitas Wealth Management
Massachusetts
$383K +$45.4K +1,873 +13%
SGS
1954
Sterling Global Strategies
California
$381K -$4.9K -202 -1%
FPFS
1955
First Personal Financial Services
North Carolina
$380K -$114K -4,710 -23%
CAM
1956
CenterStar Asset Management
Illinois
$376K – – –
HP
1957
HT Partners
Connecticut
$375K – – –
BONST
1958
Bank of Nova Scotia Trust
Ontario, Canada
$374K -$8.18K -337 -2%
EF
1959
Empirical Finance
Pennsylvania
$373K -$145K -5,986 -28%
SDWMA
1960
Schneider Downs Wealth Management Advisors
Pennsylvania
$372K +$41.7K +1,721 +13%
WA
1961
Wealthstar Advisors
Texas
$371K +$371K +15,299 New
CWM
1962
Cedar Wealth Management
California
$370K -$1.75K -72 -0.5%
FA
1963
Fagan Associates
New York
$370K -$364 -15 -0.1%
LC
1964
Landaas & Company
Wisconsin
$369K -$21.2K -874 -5%
FSCM
1965
Front Street Capital Management
Montana
$369K +$14.7K +605 +4%
UCI
1966
Uncommon Cents Investing
Wisconsin
$367K +$16.1K +664 +5%
PCIA
1967
Prime Capital Investment Advisors
Kansas
$367K +$107K +4,397 +41%
MTIM
1968
Marathon Trading Investment Management
Pennsylvania
$366K -$1.72M -71,098 -82%
FCMC
1969
Founders Capital Management (Connecticut)
Connecticut
$365K -$7.74M -318,755 -95%
LA
1970
LVW Advisors
New York
$365K -$1M -41,433 -73%
PCM
1971
Penserra Capital Management
California
$364K +$30.6K +2,152 +9%
VST
1972
Van Strum & Towne
California
$363K +$86.6K +3,576 +31%
VCM
1973
Vivaldi Capital Management
Illinois
$362K +$41.5K +1,710 +13%
GF
1974
Goodman Financial
Texas
$361K – – –
AIM
1975
Aspen Investment Management
Michigan
$360K +$1.53K +63 +0.4%
77 78
79
80 81