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AT&T
T

Overview Fund Activity

2,480 hedge funds and large institutions have $115B invested in AT&T in 2020 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 1,108 increasing their positions, 1,089 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,480
Holders Change
-98
Holders Change %
-3.8%
% of All Funds
54.78%
Holding in Top 10
156
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-25.36%
% of All Funds
3.45%
New
120
Increased
1,108
Reduced
1,089
Closed
179
Calls
$1.63B
Puts
$1.97B
Net Calls
-$340M
Net Calls Change
-$1.95B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$536M
2
Charles Schwab
Charles Schwab
California
+$364M
3
Renaissance Technologies
Renaissance Technologies
New York
+$299M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$232M
5
Newport Trust Company
Newport Trust Company
District of Columbia
+$181M

Top Sellers

1
BlackRock
BlackRock
New York
-$561M
2
CS
Credit Suisse
Switzerland
-$423M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$411M
4
Morgan Stanley
Morgan Stanley
New York
-$383M
5
CSIA
Charles Schwab Investment Advisory
California
-$342M
Name Holding Trade Value Shares
Change 		Shares
Change %
RGC
2026
Roberts, Glore & Co
Illinois
$380K – – –
JWBC
2027
John W. Brooker & Co
California
$380K – – –
WP
2028
WMS Partners
Maryland
$380K +$7.93K +360 +2%
IIA
2029
IPG Investment Advisors
California
$377K +$76.2K +3,462 +25%
WCAMG
2030
Woodard & Company Asset Management Group
North Carolina
$377K +$2.55K +116 +0.7%
BIA
2031
Bigelow Investment Advisors
Maine
$376K -$188K -8,549 -33%
RICHC
2032
Renaissance Investment Consultants Holding Company
Pennsylvania
$375K +$1.04K +47 +0.3%
EIG
2033
Ellenbecker Investment Group
Wisconsin
$374K -$50.6K -2,300 -12%
HR
2034
Howe & Rusling
New York
$372K -$917K -41,681 -71%
VAM
2035
Verity Asset Management
North Carolina
$372K +$68.5K +3,104 +23%
PIA
2036
Perennial Investment Advisors
California
$371K -$13.8K -628 -4%
QWM
2037
Quaker Wealth Management
New Jersey
$369K -$4.05K -184 -1%
SC
2038
Saturna Capital
Washington
$369K +$17.7K +794 +5%
CWA
2039
Capital Wealth Alliance
Arizona
$369K +$21.2K +961 +6%
MM
2040
Meridian Management
Arkansas
$368K +$31.4K +1,425 +9%
SMG
2041
Smart Money Group
Texas
$367K -$749K -20,067 -67%
NG
2042
Northstar Group
New York
$366K -$149K -6,767 -29%
CG
2043
Corundum Group
Colorado
$365K -$39.3K -1,782 -10%
BCM
2044
Boltwood Capital Management
California
$365K -$7.28K -331 -2%
BAM
2045
Bellevue Asset Management
Washington
$365K +$89.1K +3,894 +32%
DK
2046
Darrell & King
Virginia
$364K +$364K +16,510 New
MIP
2047
Marietta Investment Partners
Wisconsin
$363K -$15K -679 -4%
PAS
2048
Professional Advisory Services
Florida
$363K – – –
IWS
2049
Insight Wealth Strategies
California
$362K +$51.4K +2,334 +17%
KPWG
2050
KFA Private Wealth Group
Virginia
$361K -$14.2K -646 -4%
80 81
82
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