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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
PCM
1976
Penserra Capital Management
California
$364K +$54K +2,152 +9%
VST
1977
Van Strum & Towne
California
$363K +$89.8K +3,576 +31%
VCM
1978
Vivaldi Capital Management
Illinois
$362K +$42.9K +1,710 +13%
GF
1979
Goodman Financial
Texas
$361K
AIM
1980
Aspen Investment Management
Michigan
$360K +$1.58K +63 +0.4%
HBT
1981
Hills Bank & Trust
Iowa
$359K -$51.4K -2,048 -12%
CS
1982
Cannell & Spears
New York
$356K +$9.91K +395 +3%
MTC
1983
McDaniel Terry & Co
Texas
$355K
VOAM
1984
Vertex One Asset Management
British Columbia, Canada
$355K +$368K +14,646 New
WIM
1985
Westside Investment Management
California
$354K +$206K +8,206 +129%
B
1986
Brightworth
Georgia
$353K -$209K -8,309 -36%
CP
1987
Camelot Portfolios
Ohio
$351K -$168K -6,702 -32%
CA
1988
CapWealth Advisors
Tennessee
$351K -$402 -16 -0.1%
MS
1989
Maven Securities
Jersey
$349K +$357K +14,234 New
DCM
1990
Dimension Capital Management
Florida
$348K -$320K -12,741 -47%
IAS
1991
IMA Advisory Services
Colorado
$348K +$2.13K +85 +0.6%
CWM
1992
Confluence Wealth Management
Oregon
$348K +$28.7K +1,144 +9%
FM
1993
Family Management
New York
$346K +$95.6K +3,810 +36%
AGA
1994
Accuvest Global Advisors
Utah
$342K +$348K +13,878 +6,577%
RC
1995
RBF Capital
California
$342K +$353K +14,078 New
AEPG
1996
American Economic Planning Group
New Jersey
$340K +$39.6K +1,577 +13%
WCF
1997
West Coast Financial
California
$339K -$23.8K -947 -6%
FBA
1998
Front Barnett Associates
Illinois
$339K +$114K +4,549 +48%
BO
1999
Bach Option
Hong Kong
$338K +$142K +5,668 +68%
HHGA
2000
Halbert Hargrove Global Advisors
California
$337K +$32K +1,273 +10%

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.