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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
2001
Private Management Group
California
$304K +$294K +11,999 New
HCIA
2002
Hochman Cole Investment Advisors
Illinois
$303K +$8.33K +340 +3%
WIM
2003
Westside Investment Management
California
$302K -$63.8K -2,604 -18%
PFA
2004
Pinnacle Family Advisors
Missouri
$302K +$292K +11,925 New
SFM
2005
Signature Financial Management
Virginia
$299K -$1.37K -56 -0.5%
Aristotle Capital Management
2006
Aristotle Capital Management
California
$299K
RIM
2007
Redwood Investment Management
Arizona
$298K +$57K +2,325 +25%
FPCP
2008
Fort Point Capital Partners
California
$298K +$70.5K +2,880 +32%
ACM
2009
Ashford Capital Management
Delaware
$294K
ACM
2010
Armbruster Capital Management
New York
$291K +$1.72K +70 +0.6%
TCM
2011
Towercrest Capital Management
Pennsylvania
$290K -$31.9K -1,304 -10%
MCM
2012
McMillion Capital Management
North Carolina
$290K -$23.3K -953 -8%
TFF
2013
The Family Firm
Maryland
$289K -$17.3K -705 -6%
MFW
2014
Meristem Family Wealth
Minnesota
$289K -$14.6K -596 -5%
WCM
2015
Wedge Capital Management
North Carolina
$289K +$539 +22 +0.2%
FNBOH
2016
First National Bank of Hutchinson
Kansas
$289K +$39.8K +1,624 +17%
MIS
2017
Morningstar Investment Services
Illinois
$286K -$26.2K -1,070 -9%
HA
2018
Hays Advisory
Tennessee
$284K +$67.4K +2,750 +33%
ICM
2019
IMS Capital Management
Oregon
$283K -$7.1K -290 -3%
GAM
2020
Gould Asset Management
California
$281K -$42.8K -1,747 -14%
BEAM
2021
Baker Ellis Asset Management
Washington
$281K
NCM
2022
Northside Capital Management
Oregon
$279K -$4.8K -196 -2%
FAM
2023
Fenimore Asset Management
New York
$278K -$25.8K -1,053 -9%
SBL
2024
Sargent Bickham Lagudis
Colorado
$276K -$17.4K -709 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
2025
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$275K -$37.6M -1,533,181 -99%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.