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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
RHJA
1951
Rice Hall James & Associates
California
$358K +$32.4K +1,324 +10%
CA
1952
CapWealth Advisors
Tennessee
$357K -$9.82K -401 -3%
GTAM
1953
Global Trust Asset Management
Florida
$357K +$35.8K +1,460 +12%
SCP
1954
Silverleafe Capital Partners
Tennessee
$356K +$133K +5,411 +63%
BWA
1955
Burt Wealth Advisors
Maryland
$354K +$85.4K +3,487 +33%
DCM
1956
Dimension Capital Management
Florida
$352K -$11.4K -464 -3%
ML
1957
McAdam LLC
Pennsylvania
$351K +$2.84K +116 +0.9%
SNBOSD
1958
Security National Bank of So Dak
Iowa
$349K -$683K -27,873 -67%
HPWM
1959
Highland Private Wealth Management
Washington
$349K -$113K -4,617 -25%
SNBOSCI
1960
Security National Bank of Sioux City Iowa
Iowa
$349K -$113K -4,595 -25%
SCM
1961
Suffolk Capital Management
New York
$347K -$14.9M -608,972 -98%
WA
1962
Wealth Architects
California
$347K +$57K +2,329 +21%
PWM
1963
Paulson Wealth Management
Illinois
$347K +$82.9K +3,383 +32%
AFNAS
1964
American Financial Network Advisory Services
California
$347K +$335K +13,656 +32,514%
TCOO
1965
Trust Company of Oklahoma
Oklahoma
$347K -$73.2K -2,988 -18%
LI
1966
Lafayette Investments
Maryland
$346K +$9.53K +389 +3%
AEPG
1967
American Economic Planning Group
New Jersey
$345K -$9.92K -405 -3%
CP
1968
Camelot Portfolios
Ohio
$340K -$26.6K -1,085 -7%
PFA
1969
Pure Financial Advisors
California
$339K +$327K +13,364 New
ACM
1970
Alethea Capital Management
Washington
$336K -$412K -16,802 -56%
FBA
1971
Front Barnett Associates
Illinois
$336K -$17.3K -706 -5%
FCT
1972
Family Capital Trust
Massachusetts
$336K
BWFA
1973
Baltimore-Washington Financial Advisors
Maryland
$334K +$100K +4,091 +45%
BONST
1974
Bank of Nova Scotia Trust
Ontario, Canada
$332K -$56.4K -2,303 -15%
BO
1975
Bach Option
Hong Kong
$332K -$21.5K -876 -6%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.