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2,314 hedge funds and large institutions have $124B invested in AT&T in 2019 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 1,150 increasing their positions, 875 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 1,150 | Existing positions reduced: 875

10% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 115

10% more capital invested

Capital invested by funds: $112B → $124B (+$11.4B)

10% more funds holding in top 10

Funds holding in top 10: 122134 (+12)

4% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.77B

0.56% less ownership

Funds ownership: 72.37%71.81% (-0.56%)

1% less funds holding

Funds holding: 2,3282,314 (-14)

Holders
2,314
Holders Change
-14
Holders Change %
-0.6%
% of All Funds
50.09%
Holding in Top 10
134
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.84%
% of All Funds
2.9%
New
127
Increased
1,150
Reduced
875
Closed
115
Calls
$1.84B
Puts
$1.77B
Net Calls
+$67.8M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
V
1951
VeraBank
Texas
$366K
WCM
1952
WealthBridge Capital Management
Ohio
$365K -$35K -1,521 -9%
KFA
1953
Kays Financial Advisory
Georgia
$363K +$352K +15,313 New
PWP
1954
Principle Wealth Partners
Connecticut
$362K +$352K +15,295 New
LRIC
1955
Long Road Investment Counsel
Michigan
$359K +$5.77K +251 +2%
IFS
1956
Ifrah Financial Services
Arkansas
$356K -$3.77K -164 -1%
PP
1957
PDS Planning
Ohio
$355K -$20.2K -879 -6%
VST
1958
Van Strum & Towne
California
$355K
AIA
1959
Arbor Investment Advisors
North Carolina
$354K +$437 +19 +0.1%
AWM
1960
Aevitas Wealth Management
Massachusetts
$354K +$160K +6,969 +87%
LCM
1961
Liberty Capital Management
Michigan
$354K +$344K +14,965 New
MM
1962
Meridian Management
Arkansas
$353K -$141K -6,114 -29%
GF
1963
Goodman Financial
Texas
$353K
SLT
1964
St Louis Trust
Missouri
$353K
FMB
1965
Field & Main Bank
Kentucky
$353K +$343K +14,902 New
MWM
1966
Marietta Wealth Management
Georgia
$352K -$368K -15,988 -52%
SPI
1967
Santori & Peters Inc
Pennsylvania
$351K -$45.6K -1,984 -12%
FSC
1968
Full Sail Capital
Oklahoma
$351K +$80K +3,476 +31%
SWM
1969
Selective Wealth Management
Virginia
$351K +$340K +14,801 New
KCM
1970
Kendall Capital Management
Maryland
$349K
GPA
1971
Garrison Point Advisors
California
$349K +$759 +33 +0.2%
STA
1972
Summit Trail Advisors
New York
$348K -$74.5K -3,239 -18%
MC
1973
Middleton & Co
Massachusetts
$347K -$59K -2,566 -15%
MC
1974
Machina Capital
France
$347K +$337K +14,663 New
UCI
1975
Uncommon Cents Investing
Wisconsin
$346K

T Hedge Fund Activity: Q1 2019 in Review

2,314 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2019, worth a combined $124B — up 10% from $112B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new T positions and 115 closed out — a net gain of 12 holders — while 1,150 added to existing stakes and 875 trimmed.

The largest buyer was State Street, adding an estimated $550M. The largest seller was T. Rowe Price Associates, cutting an estimated $490M.

  • 2,314 institutional investors held AT&T (T) as of Q1 2019, down from 2,328 in Q4 2018.
  • Funds reported $124B of AT&T stock for Q1 2019, up 10% quarter-over-quarter.
  • 127 funds opened new AT&T positions in Q1 2019 and 115 closed out, a net change of +12 holders.
  • The largest AT&T buyer in Q1 2019 was State Street, an estimated $550M added.
  • The largest AT&T seller in Q1 2019 was T. Rowe Price Associates, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2019.