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2,469 hedge funds and large institutions have $116B invested in AT&T in 2020 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 1,034 increasing their positions, 1,104 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 128

1% more capital invested

Capital invested by funds: $115B → $116B (+$1.08B)

1% less funds holding

Funds holding: 2,4882,469 (-19)

6% less repeat investments, than reductions

Existing positions increased: 1,034 | Existing positions reduced: 1,104

1.47% less ownership

Funds ownership: 72.93%71.46% (-1.5%)

27% less funds holding in top 10

Funds holding in top 10: 157115 (-42)

27% less call options, than puts

Call options by funds: $1.61B | Put options by funds: $2.2B

Holders
2,469
Holders Change
-19
Holders Change %
-0.76%
% of All Funds
50.63%
Holding in Top 10
115
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-26.75%
% of All Funds
2.36%
New
134
Increased
1,034
Reduced
1,104
Closed
128
Calls
$1.61B
Puts
$2.2B
Net Calls
-$594M
Net Calls Change
-$253M
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
2001
Hoover Financial Advisors
Pennsylvania
$398K +$2.14K +94 +0.5%
TCOK
2002
Trust Company of Kansas
Kansas
$397K -$18.3K -805 -4%
FWM
2003
FSA Wealth Management
Massachusetts
$394K -$47.2K -2,072 -11%
JWBC
2004
John W. Brooker & Co
California
$394K
SW
2005
StrongBox Wealth
Missouri
$394K +$114K +5,024 +41%
AWA
2006
Arkadios Wealth Advisors
Georgia
$394K +$27.6K +1,213 +7%
FWM
2007
Focused Wealth Management
New York
$393K -$41.8K -1,836 -10%
HHGA
2008
Halbert Hargrove Global Advisors
California
$393K -$35.1K -1,543 -8%
HFAS
2009
Hummer Financial Advisory Services
Illinois
$393K +$33.4K +1,468 +9%
LA
2010
LVW Advisors
New York
$391K -$96.3K -4,230 -20%
ZF
2011
Zhang Financial
Michigan
$391K -$60.8K -2,671 -14%
IWS
2012
Insight Wealth Strategies
California
$391K +$15.6K +683 +4%
PIM
2013
Profit Investment Management
Maryland
$391K +$77.1K +3,385 +25%
WAS
2014
Wealth Advisory Solutions
Indiana
$390K -$619K -27,173 -61%
WCAMG
2015
Woodard & Company Asset Management Group
North Carolina
$390K -$934 -41 -0.2%
CSPIA
2016
Cary Street Partners Investment Advisory
Virginia
$390K +$390K +17,119 New
HSWM
2017
Hubbell Strickland Wealth Management
Louisiana
$389K -$13.3K -585 -3%
GPA
2018
Garrison Point Advisors
California
$389K +$39.2K +1,720 +11%
SRC
2019
Shufro Rose & Co
New York
$388K -$13.2K -580 -3%
AC
2020
Apella Capital
Connecticut
$388K +$15.3K +672 +4%
BFPW
2021
BOK Financial Private Wealth
Colorado
$387K -$125K -5,473 -24%
PP
2022
Pacifica Partners
Canada
$387K -$17.8K -782 -4%
QWM
2023
Quaker Wealth Management
New Jersey
$387K +$4.65K +204 +1%
LWCFA
2024
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$385K -$11.6K -509 -3%
KPWG
2025
KFA Private Wealth Group
Virginia
$385K +$10.7K +471 +3%

T Hedge Fund Activity: Q2 2020 in Review

2,469 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2020, worth a combined $116B — up 0.94% from $115B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new T positions and 128 closed out — a net gain of 6 holders — while 1,034 added to existing stakes and 1,104 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $774M. The largest seller was Vanguard Group, cutting an estimated $774M.

  • 2,469 institutional investors held AT&T (T) as of Q2 2020, down from 2,488 in Q1 2020.
  • Funds reported $116B of AT&T stock for Q2 2020, up 0.94% quarter-over-quarter.
  • 134 funds opened new AT&T positions in Q2 2020 and 128 closed out, a net change of +6 holders.
  • The largest AT&T buyer in Q2 2020 was Nordea Investment Management, an estimated $774M added.
  • The largest AT&T seller in Q2 2020 was Vanguard Group, an estimated $774M sold.

Based on aggregated 13F filings for Q2 2020.