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2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
HA
2026
Harborview Advisors
Maine
$232K +$216K +7,912 New
KA
2027
Kaizen Advisory
Illinois
$231K +$215K +7,874 New
W
2028
WealthShield
North Carolina
$231K +$217K +7,947 New
WP
2029
WealthShield Partners
North Carolina
$231K +$217K +7,947 New
CAAS
2030
Capital Asset Advisory Services
Michigan
$230K -$121K -4,431 -36%
DA
2031
Doliver Advisors
Texas
$230K +$214K +7,838 New
WAG
2032
Winthrop Advisory Group
Massachusetts
$230K +$228K +8,333 New
DOA
2033
D'Orazio & Associates
Virginia
$227K +$23.9K +875 +13%
SRCM
2034
Swift Run Capital Management
Virginia
$226K
IP
2035
Isthmus Partners
Wisconsin
$225K -$38.9K -1,423 -16%
CA
2036
Crewe Advisors
Utah
$223K +$207K +7,594 New
WF
2037
WoodTrust Financial
Wisconsin
$223K +$207K +7,596 New
RP
2038
Riverbridge Partners
Minnesota
$222K +$5.24K +192 +3%
GCA
2039
Greenwood Capital Associates
South Carolina
$219K
WIM
2040
Westside Investment Management
California
$217K +$112K +4,100 +120%
AC
2041
Allstate Corporation
Illinois
$217K +$1.04K +38 +0.5%
AMM
2042
American Money Management
California
$216K +$2.24K +82 +1%
BL
2043
Balentine LLC
Georgia
$216K +$2.43K +89 +1%
RIG
2044
Roosevelt Investment Group
New York
$215K -$4.56K -167 -2%
CF
2045
Corrigan Financial
Rhode Island
$214K -$98.5K -3,607 -33%
HIC
2046
Hartline Investment Corp
Illinois
$214K -$1.09K -40 -0.5%
CWM
2047
Capital Wealth Management
Rhode Island
$212K +$197K +7,224 New
MCM
2048
MV Capital Management
Maryland
$211K -$14K -513 -7%
ACH
2049
ArrowMark Colorado Holdings
Colorado
$211K
PA
2050
PFG Advisors
Arizona
$211K +$196K +7,196 New

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.