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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
2001
CIM LLC
New York
$228K
LA
2002
Lau Associates
Delaware
$227K -$203K -7,277 -46%
LC
2003
Lincoln Capital
Nebraska
$226K -$58.8K -2,111 -20%
SWK
2004
Stephen W. Kidder
$226K
TIM
2005
Tortoise Investment Management
New York
$226K
WFWM
2006
Wechter Feldman Wealth Management
New Jersey
$226K
PA
2007
PFG Advisors
Arizona
$226K +$33.5K +1,205 +17%
LBC
2008
Lawrence B. Cohen
$225K -$15.8K -568 -6%
WAG
2009
Winthrop Advisory Group
Massachusetts
$225K +$5.51K +198 +2%
BWM
2010
Baystate Wealth Management
Massachusetts
$223K -$17.5K -630 -7%
BO
2011
Bach Option
Hong Kong
$223K +$230K +8,279 New
CCMINC
2012
Cardinal Capital Management Inc (North Carolina)
North Carolina
$222K
TIM
2013
Total Investment Management
Arizona
$222K +$229K +8,227 New
RIM
2014
Redwood Investment Management
Arizona
$222K +$229K +8,241 New
BWA
2015
Burt Wealth Advisors
Maryland
$221K -$3.67K -132 -2%
CIP
2016
Capital Insight Partners
Arizona
$219K -$56.7K -2,036 -20%
RT
2017
Reliance Trust
Georgia
$219K +$29.2K +1,049 +15%
JFA
2018
JNBA Financial Advisors
Minnesota
$218K +$52.5K +1,887 +30%
BFPW
2019
BOK Financial Private Wealth
Colorado
$217K
DWA
2020
Divergent Wealth Advisors
Utah
$216K +$224K +8,034 New
GWM
2021
Greenwich Wealth Management
Connecticut
$216K +$224K +8,035 New
SC
2022
Stratford Consulting
Texas
$214K -$41.4K -1,488 -16%
AWP
2023
Ascent Wealth Partners
New York
$214K -$13.7K -494 -6%
MAM
2024
Morse Asset Management
Connecticut
$214K +$22.1K +794 +11%
FP
2025
Factorial Partners
New York
$214K -$575K -20,654 -72%

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.