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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
AFM
2001
Andesa Financial Management
Pennsylvania
$334K -$732K -29,149 -68%
SPI
2002
Santori & Peters Inc
Pennsylvania
$333K +$9.34K +372 +3%
SFS
2003
Summit Financial Strategies
Ohio
$332K -$35.8K -1,427 -9%
CG
2004
Corundum Group
Colorado
$331K +$8.26K +329 +2%
ML
2005
McAdam LLC
Pennsylvania
$329K +$7.55K +301 +2%
CAAS
2006
Capital Asset Advisory Services
Michigan
$328K +$123K +4,893 +57%
PAG
2007
Pinnacle Advisory Group
Maryland
$327K -$618K -24,615 -65%
SDJVC
2008
St. Denis J. Villere & Co
Louisiana
$327K -$16.6K -662 -5%
SC
2009
Saturna Capital
Washington
$326K
RGIA
2010
Rainier Group Investment Advisory
Washington
$325K -$83.8K -3,338 -20%
GC
2011
Gilbert & Cook
Iowa
$324K +$18.2K +726 +6%
MSA
2012
Marino Stram & Associates
Massachusetts
$322K -$9.96K -397 -3%
LI
2013
Lafayette Investments
Maryland
$321K -$14K -557 -4%
FCT
2014
Family Capital Trust
Massachusetts
$321K
AC
2015
Argentiere Capital
Switzerland
$321K +$332K +13,240 New
FCAG
2016
First Capital Advisors Group
New Jersey
$320K -$200K -7,973 -38%
GCMG
2017
Gyroscope Capital Management Group
Florida
$319K -$28.1K -1,119 -8%
WDL
2018
Well Done LLC
Michigan
$316K
BMM
2019
Berkshire Money Management
Massachusetts
$316K +$25 +1 +0%
NP
2020
NorthRock Partners
Minnesota
$316K +$82.6K +3,290 +34%
DCM
2021
Driehaus Capital Management
Illinois
$315K -$56.6K -2,255 -15%
CAL
2022
Capital Analysts LLC
Pennsylvania
$315K +$40.3K +1,604 +14%
WC
2023
Weil Company
California
$314K +$979 +39 +0.3%
KFA
2024
Kabarec Financial Advisors
Illinois
$314K +$35.1K +1,398 +12%
HCM
2025
Highlander Capital Management
New Jersey
$314K +$35.2K +1,401 +12%

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.