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2,302 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
2026
Gould Asset Management
California
$311K +$49.8K +1,983 +18%
SWP
2027
Strategic Wealth Partners
Ohio
$311K +$94.8K +3,776 +42%
NCM
2028
Noesis Capital Mangement
Florida
$310K -$65.7K -2,617 -17%
TVWM
2029
Tower View Wealth Management
Wisconsin
$310K -$7.81K -311 -2%
RHJA
2030
Rice Hall James & Associates
California
$310K +$31.5K +1,256 +11%
TCM
2031
Towercrest Capital Management
Pennsylvania
$309K +$319K +12,724 New
SFFS
2032
Stonehage Fleming Financial Services
Jersey
$308K +$319K +12,698 New
GTAM
2033
Global Trust Asset Management
Florida
$306K +$34.5K +1,376 +12%
GWS
2034
Glassman Wealth Services
Virginia
$305K -$364K -14,518 -54%
HS
2035
HighVista Strategies
Massachusetts
$305K +$316K +12,578 New
SFC
2036
SYM Financial Corp
Indiana
$304K -$111K -4,429 -26%
KSA
2037
Ken Stern & Associates
California
$303K +$15.1K +603 +5%
FAM
2038
Flaharty Asset Management
Florida
$303K +$314K +12,491 New
NEAM
2039
New England Asset Management
Connecticut
$302K +$200K +7,959 +178%
MCM
2040
McMillion Capital Management
North Carolina
$300K +$25.4K +1,011 +9%
FM
2041
Forward Management
California
$300K +$311K +12,391 New
MIS
2042
Morningstar Investment Services
Illinois
$299K -$33.6K -1,339 -10%
TFF
2043
The Family Firm
Maryland
$294K +$56.3K +2,243 +23%
PWM
2044
Perigon Wealth Management
California
$293K +$109K +4,350 +56%
LB
2045
Landmark Bank
Missouri
$293K +$303K +12,083 New
CCA
2046
Clearwater Capital Advisors
Illinois
$292K -$33.3K -1,328 -10%
FAM
2047
Fenimore Asset Management
New York
$292K -$15.1K -602 -5%
AF
2048
Affiance Financial
Minnesota
$292K +$5.12K +204 +2%
SCM
2049
Silvant Capital Management
Georgia
$292K +$42.3K +1,687 +16%
MFW
2050
Meristem Family Wealth
Minnesota
$291K +$34.5K +1,373 +13%

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.