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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
2026
Harborview Advisors
Maine
$213K +$250 +9 +0.1%
AMM
2027
American Money Management
California
$213K +$15.5K +556 +8%
CG
2028
CFO4Life Group
Texas
$212K -$80.1K -2,877 -27%
KA
2029
Kaizen Advisory
Illinois
$212K
RIS
2030
Retirement Income Solutions
Michigan
$211K -$23.2K -834 -10%
ABP
2031
Arthur B. Page
$211K -$7.35K -264 -3%
KWA
2032
KCS Wealth Advisory
California
$211K +$27.4K +985 +14%
PWM
2033
Perigon Wealth Management
California
$209K -$53.8K -1,933 -20%
KPCM
2034
Kings Point Capital Management
New York
$209K -$37.2K -1,335 -15%
AC
2035
Allstate Corporation
Illinois
$207K +$9.1K +327 +4%
TCM
2036
Tradewinds Capital Management
Washington
$206K +$30.6K +1,099 +17%
VNA
2037
VNBTrust National Association
Virginia
$205K -$12.5K -448 -6%
JFGLC
2038
Johnson Financial Group LLC (Colorado)
Colorado
$204K -$44.3K -1,593 -17%
RP
2039
Riverbridge Partners
Minnesota
$203K +$250 +9 +0.1%
GCA
2040
Greenwood Capital Associates
South Carolina
$201K
JWBC
2041
John W. Bristol & Co
New York
$201K +$207K +7,454 New
CA
2042
Crewe Advisors
Utah
$199K -$5.93K -213 -3%
CF
2043
Corrigan Financial
Rhode Island
$196K -$445 -16 -0.2%
SIAP
2044
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$191K
KC
2045
KHP Capital
Oklahoma
$188K -$29.6K -1,065 -13%
JA
2046
JOYN Advisors
Georgia
$185K -$61.3K -2,204 -24%
FFW
2047
Fusion Family Wealth
New York
$183K +$501 +18 +0.3%
POIA
2048
Pin Oak Investment Advisors
Texas
$182K -$9.96K -358 -5%
PH
2049
Pinnacle Holdings
Oklahoma
$179K +$6.68K +240 +4%
TFA
2050
Toth Financial Advisory
Virginia
$179K +$111 +4 +0.1%

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.