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2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
FPB
2001
First PREMIER Bank
South Dakota
$251K -$7.24K -265 -3%
AIM
2002
Avity Investment Management
Connecticut
$251K
CL
2003
CIM LLC
New York
$249K
RWA
2004
RGT Wealth Advisors
Texas
$248K -$56.8K -2,081 -20%
AWP
2005
Ascent Wealth Partners
New York
$247K +$27K +987 +13%
WFWM
2006
Wechter Feldman Wealth Management
New Jersey
$246K
TIM
2007
Tortoise Investment Management
New York
$246K +$9.04K +331 +4%
SWK
2008
Stephen W. Kidder
$245K -$41.6K -1,523 -15%
WCM
2009
Wedge Capital Management
North Carolina
$245K +$4.81K +176 +2%
BWA
2010
Burt Wealth Advisors
Maryland
$245K +$50.6K +1,853 +29%
AF
2011
Affiance Financial
Minnesota
$243K -$84K -3,076 -27%
CAW
2012
Cornerstone Advisors (Washington)
Washington
$243K -$7.18K -263 -3%
BCM
2013
BTC Capital Management
Iowa
$243K +$228K +8,361 New
CCMINC
2014
Cardinal Capital Management Inc (North Carolina)
North Carolina
$242K
PGWM
2015
Parisi Gray Wealth Management
New Jersey
$242K +$227K +8,309 New
WIP
2016
Wellesley Investment Partners
Massachusetts
$240K -$35.3K -1,291 -14%
FNBOH
2017
First National Bank of Hutchinson
Kansas
$239K +$222K +8,143 New
SC
2018
Slow Capital
California
$239K +$222K +8,143 New
BWFA
2019
Baltimore-Washington Financial Advisors
Maryland
$238K +$37.4K +1,368 +20%
BFPW
2020
BOK Financial Private Wealth
Colorado
$237K -$398K -14,571 -64%
VNA
2021
VNBTrust National Association
Virginia
$237K -$8.6K -315 -4%
ABP
2022
Arthur B. Page
$237K
KC
2023
KHP Capital
Oklahoma
$236K +$219K +8,033 New
CMO
2024
Covenant Multifamily Offices
Texas
$235K +$218K +7,996 New
FAN
2025
Financial Advisors Network
California
$233K +$7.4K +271 +4%

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.