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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
2026
Truepoint Inc
Ohio
$275K -$10.3K -420 -4%
LB
2027
Landmark Bank
Missouri
$274K -$31.2K -1,274 -11%
CHP
2028
Cable Hill Partners
Oregon
$274K -$30K -1,223 -10%
SWP
2029
Strategic Wealth Partners
Ohio
$272K -$51.6K -2,108 -16%
LWM
2030
Lyell Wealth Management
California
$272K +$41.2K +1,682 +19%
CCIA
2031
Campbell & Co Investment Adviser
Maryland
$272K +$263K +10,724 New
LFASL
2032
Lugano Financial Advisors SA (LFA)
Switzerland
$271K -$197K -8,060 -43%
MSA
2033
Marino Stram & Associates
Massachusetts
$271K -$63.9K -2,609 -20%
BWA
2034
BlueSky Wealth Advisors
North Carolina
$271K -$11.7K -477 -4%
FPB
2035
First PREMIER Bank
South Dakota
$271K +$9.99K +408 +4%
TCM
2036
Tradewinds Capital Management
Washington
$271K +$24.2K +989 +10%
WIP
2037
Wellesley Investment Partners
Massachusetts
$270K +$147 +6 +0.1%
AAM
2038
Autus Asset Management
Arizona
$269K -$15.1K -616 -5%
AF
2039
Affiance Financial
Minnesota
$267K -$37.9K -1,546 -13%
IHL
2040
Investment House LLC
California
$267K +$637 +26 +0.2%
RIS
2041
Retirement Income Solutions
Michigan
$267K +$33.5K +1,366 +15%
QC
2042
Quadrature Capital
United Kingdom
$267K +$257K +10,511 New
AAM
2043
Aureus Asset Management
Massachusetts
$265K -$263K -10,720 -51%
TIM
2044
Total Investment Management
Arizona
$263K +$33.7K +1,376 +15%
IGGA
2045
Iron Gate Global Advisors
Utah
$263K +$84.1K +3,432 +43%
DWM
2046
Dakota Wealth Management
Florida
$262K -$790K -32,256 -76%
CHA
2047
Cedar Hill Associates
Illinois
$261K -$265K -10,831 -51%
ECAM
2048
East Coast Asset Management
Massachusetts
$261K -$33.2K -1,355 -12%
AC
2049
Addison Capital
Pennsylvania
$261K -$3.38K -138 -1%
HIC
2050
Harvey Investment Company
Kentucky
$261K

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.