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AT&T
T

Overview Fund Activity

2,480 hedge funds and large institutions have $115B invested in AT&T in 2020 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 1,108 increasing their positions, 1,089 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,480
Holders Change
-98
Holders Change %
-3.8%
% of All Funds
54.78%
Holding in Top 10
156
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-25.36%
% of All Funds
3.45%
New
120
Increased
1,108
Reduced
1,089
Closed
179
Calls
$1.63B
Puts
$1.97B
Net Calls
-$340M
Net Calls Change
-$1.95B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$536M
2
Charles Schwab
Charles Schwab
California
+$364M
3
Renaissance Technologies
Renaissance Technologies
New York
+$299M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$232M
5
Newport Trust Company
Newport Trust Company
District of Columbia
+$181M

Top Sellers

1
BlackRock
BlackRock
New York
-$561M
2
CS
Credit Suisse
Switzerland
-$423M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$411M
4
Morgan Stanley
Morgan Stanley
New York
-$383M
5
CSIA
Charles Schwab Investment Advisory
California
-$342M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPWA
2001
Regent Peak Wealth Advisors
Georgia
$392K -$32.9K -1,495 -8%
LFG
2002
LifePlan Financial Group
Ohio
$392K -$6.04K -274 -2%
EDRIA
2003
Edmonds Duncan Registered Investment Advisors
Kansas
$391K +$1.32K +60 +0.3%
GWAG
2004
Garrett Wealth Advisory Group
Texas
$391K +$1.92K +87 +0.5%
WCM
2005
WealthBridge Capital Management
Ohio
$391K +$24.2K +1,102 +7%
LF
2006
LifeSteps Financial
California
$391K +$106K +4,803 +37%
BRA
2007
Bender Robert & Associates
California
$390K -$5.7K -259 -1%
RGIA
2008
Rainier Group Investment Advisory
Washington
$390K +$118K +5,347 +43%
NIM
2009
NuWave Investment Management
New Jersey
$390K +$331K +15,050 +562%
SFG
2010
Sowa Financial Group
Rhode Island
$389K +$35.2K +1,600 +10%
HSWM
2011
Hubbell Strickland Wealth Management
Louisiana
$388K -$134K -6,086 -26%
AWM
2012
Affinity Wealth Management
Delaware
$388K +$2.98K +132 +0.8%
SRC
2013
Shufro Rose & Co
New York
$387K +$66 +3 +0%
LFA
2014
Legacy Financial Advisors
Kentucky
$387K +$66.5K +2,894 +21%
AP
2015
Americana Partners
Texas
$387K +$74.4K +3,380 +24%
GC
2016
Gratus Capital
Georgia
$386K -$9.46K -430 -2%
KFA
2017
Krane Funds Advisors
New York
$385K -$20.8K -947 -5%
CCA
2018
Column Capital Advisors
Indiana
$384K -$86.9K -3,947 -18%
HB
2019
Horizon Bancorp
Indiana
$384K -$62.1K -2,819 -14%
CRWM
2020
Castle Rock Wealth Management
California
$383K -$483K -22,357 -56%
LWCFA
2021
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$383K -$6.48K -294 -2%
NICM
2022
Neo Ivy Capital Management
New York
$383K +$383K +17,417 New
HWM
2023
Howard Wealth Management
Connecticut
$382K -$25.2K -1,145 -6%
VFP
2024
Verus Financial Partners
Virginia
$382K -$1.19K -54 -0.3%
HFA
2025
Hoover Financial Advisors
Pennsylvania
$382K +$19.2K +870 +5%
79 80
81
82 83